Morgan Stanley
Business Development Manager - Northern States (VT)- VP
Morgan Stanley, Colchester, Vermont, us, 05446
Overview
Business Development Manager - Northern States (VT) - VP at Morgan Stanley. Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm serves clients worldwide from more than 1,200 offices in 43 countries. The Wealth Management Field and Client Business Development Group supports the Firm’s Financial Advisors by managing the field sales support of non-banking products and the business development functions for our branch network. As part of the Regional Sales Team, the Business Development Manager (BDM) is responsible for driving asset growth in their respective markets, executing strategic and tactical initiatives, providing ongoing practice management coaching and proactive ideas to Financial Advisors, and coordinating efforts around local, regional, and national initiatives. Key Responsibilities
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 Financial Advisors have the proper training and knowledge of 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 Knowledge And Skills
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 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 What You Can Expect From Morgan Stanley
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — 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. The Firm supports employees with a collaborative environment and comprehensive benefits. There’s opportunity to move across the business for those who show passion and grit in their work. Expected base pay rates for the role will be between $110,000 and $185,000 per year at the commencement of employment. Base pay is determined on an individualized basis and is only part of the total compensation package, which may include commission earnings, incentive compensation, discretionary bonuses, and other Morgan Stanley sponsored benefit programs. 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. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). Seniority level
Mid-Senior level Employment type
Full-time Job function
Business Development and Sales
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Business Development Manager - Northern States (VT) - VP at Morgan Stanley. Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm serves clients worldwide from more than 1,200 offices in 43 countries. The Wealth Management Field and Client Business Development Group supports the Firm’s Financial Advisors by managing the field sales support of non-banking products and the business development functions for our branch network. As part of the Regional Sales Team, the Business Development Manager (BDM) is responsible for driving asset growth in their respective markets, executing strategic and tactical initiatives, providing ongoing practice management coaching and proactive ideas to Financial Advisors, and coordinating efforts around local, regional, and national initiatives. Key Responsibilities
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 Financial Advisors have the proper training and knowledge of 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 Knowledge And Skills
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 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 What You Can Expect From Morgan Stanley
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — 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. The Firm supports employees with a collaborative environment and comprehensive benefits. There’s opportunity to move across the business for those who show passion and grit in their work. Expected base pay rates for the role will be between $110,000 and $185,000 per year at the commencement of employment. Base pay is determined on an individualized basis and is only part of the total compensation package, which may include commission earnings, incentive compensation, discretionary bonuses, and other Morgan Stanley sponsored benefit programs. 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. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). Seniority level
Mid-Senior level Employment type
Full-time Job function
Business Development and Sales
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