Business Development Manager
Core
Drive revenue and asset growth for the Wealth Management branch network by coaching Financial Advisors and executing strategic business plans.
Role type
Senior IC business development manager (wealth management)
Builds
Advisor growth, engagement, and business results for Morgan Stanley's Wealth Management clients
Domain
Financial services / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Strategic planning, practice management coaching, book review analysis, stakeholder alignment, product positioning, initiative rollout, training delivery, cross-functional collaboration
Preferred skills
None stated
Technologies
None stated
Responsibilities
Serve as a trusted consultant to Financial Advisors; Develop and implement targeted business plans; Conduct book reviews and segmentation analyses; Deliver coaching, training, and practice management guidance; Partner with product specialists and business leaders; Coordinate external resources and industry partners
Seniority
Senior, hands-on IC