Business Development Manager, VP - Miami, Florida at Morgan Stanley

Miami, Florida, United States -

Full Time

Start Date

Immediate

Expiry Date

27 Jan, 26

Salary

0.0

Posted On

29 Oct, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Business Development, Wealth Management, Financial Advisory, Strategic Planning, Training, Communication Skills, Interpersonal Skills, Problem-Solving, Team Player, Relationship Building, Product Knowledge, Client Engagement, Campaign Management, Bilingual, Adaptability, Collaboration

Industry

Financial Services

Description

Working knowledge of the Firm's entire suite of products and tools Ability to accurately and effectively position each of the major product capabilities against suitable client need and, where necessary, refer Financial Advisor inquiry to the right internal partner Deeper specific knowledge of platforms / tools supporting the key National initiatives and the specific Regional priorities Ability to develop strategic and tactical business plans to drive positive results Ability to continuously grow and develop Financial Advisors practices through training, education, and one on one conversation Effectively engage with Product Partners across the Firm to ensure your Financial Advisors have the proper training and knowledge of both existing and new tools and resources Delivery of initiatives to the Branch / Complex office and Financial Advisor in a variety of methods Desk-to-desk rollout of key initiatives Deep dive book reviews and segmentation Tactical campaigns Procurement and facilitation of outside resources A minimum of 5 years of experience in Wealth Management, as a Financial Advisor (with satisfactory production and compliance record), or comparable product area or management experience. Bachelor's Degree required Active Series 7, and 66 (or 63 and 65) required upon hire or within 120 days of hire date Strong oral and written communication skills Outstanding interpersonal skills and demonstratable ability to establish alignment between the expectations and strategies of different stakeholders Strong and creative problem-solving skills Confident, flexible, and resilient team player Adapts style to build relationships across all levels Ability to autonomously develop, deliver, and execute on strategic plans Fluency in Spanish Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Responsibilities

The Business Development Manager will develop strategic and tactical business plans to enhance Financial Advisors' practices through training and education. They will engage with Product Partners to ensure Financial Advisors are equipped with the necessary tools and resources.