Development Associate Development Associate …

Morgan Stanley
in San Francisco, CA, United States
Permanent, Full time
Be the first to apply
Morgan Stanley
in San Francisco, CA, United States
Permanent, Full time
Be the first to apply
Development Associate
Business Development Associate


The Business Development Associate participates in the teams overall business development as well as the design and updating of tailored reporting for new and existing clients. This role may accompany senior team members to meet with clients to evaluate current offerings, develop and implement new services, and resolve any open issues.  Additionally, the Business Development Associate is responsible for developing strategies for building the business. DUTIES and RESPONSIBILITIES:
  • Develops and implements strategies to execute the business plan to achieve desired results (i.e., to increase client base, gross production, Portfolio Management assets, etc.)
  • Identifies business opportunities and develops implementation plans
  • Supports FA practice management through book analysis and determination of appropriate strategies
  • May regularly accompany senior team members to engage with clients to educate about the Firms services and products
  • Develops potential strategies to further enhance client relationships based on issues documented during client visits
  • Stays attuned to updates and enhancements to firm products and policies
  • Engages in strategic planning with other team members on client matters
  • May update clients with pre-approved newsletters and account information in conjunction with the Financial Advisor and generate monthly target mailings and follow-up mailings to prospects
  • Interacts regularly with the Complex Business Development Manager
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience
  • Minimum of 5 years of post-high school education and/or work experience in a field relevant to the position required
  • Four year college degree or professional certification preferred
  • Active Series 7, 63, and 65 or 66 (as required by individual states)
  • Additional product licenses may be required
  • Effective written and verbal communication skills
  • Knowledge of applicable compliance rules and regulations and firm policies
  • Business Service Manager and a dotted line to the Group Director
Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V
Primary Location: Americas-United States of America-California-San Francisco
Work Locations:
Job: Wealth Management
Organization: Morgan Stanley
Job Posting: Feb 18, 2021
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