Business Development Associate**

Morgan Stanley

3.1

(72)

Tampa, FL

Why you should apply for a job to Morgan Stanley:

  • Our best-in-class Return to Work program is an excellent opportunity to re-engage and pick up where you left off after a career break.
  • Whether you're welcoming a new addition, watching your children grow or caring for aging parents, there’s support.
  • An employee stock purchase program, 401(k) retirement savings, 529 plans with a company match, IRAs? Check, check, check and check.
  • #549781840692

    Position summary

    ient relationships based on concerns and opportunities identified during client visits

    • Engages in strategic planning with other team members on client matters

    • Interacts regularly with the Complex Business Development Manager

    • Partners with the Financial Advisor / Private Wealth Advisor on investment recommendations and prepares reports and plans that align with client goals

    • Takes accountability for optimizing business practices while adhering to best business ethics and practices

    • Seeks opportunities to grow business by capitalizing on Firm initiatives

    • Focuses on building strong relationships with corporate departments and strategic partners

    • Evaluates, develops and implements new services in conjunction with the Financial Advisor / Private Wealth Advisor and other team members

    • Stays attuned to updates and enhancements to firm products and policies

    Client Engagement

    • Actively engages clients and prospects to build relationships, identify needs and review investment goals

    • Leads team to establish and cultivate relationships with new and existing clients and proactively helps to resolve issues and concerns

    • May regularly accompany senior team members to engage with clients to educate about the firm's services and products

    • Serves as a client contact for administrative problem resolution and fielding general client questions on a spectrum of topics

    • Proactively shares targeted communications with clients leveraging digital tools available (e.g., share account information, newsletters containing opportunities, new offerings and other events)

    EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS

    Education and/or Experience

    • 5+ years of work experience in a field relevant to the position required

    • Four-year college degree or professional certification preferred

    • Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

    • Additional product licenses may be required

    Knowledge/Skills

    • Enjoys working with people and problem solving

    • Effective written and verbal communication skills

    • Strong understanding of applicable compliance rules, regulations and firm policies

    • Ability to interact and communicate effectively with colleagues and clients

    • Strong computer skills including knowledge of Microsoft Office (Word, Excel and PowerPoint)

    • Detail-oriented with superior organizational skills and ability to prioritize tasks

    • Ability and interest in working in a fast-paced, evolving environment

    Reports to

    • Business Service Manager

    Morgan Stanley

    EOE committed to diversifying its workforce.

    M/F/D/V

    Why you should apply for a job to Morgan Stanley:

  • Our best-in-class Return to Work program is an excellent opportunity to re-engage and pick up where you left off after a career break.
  • Whether you're welcoming a new addition, watching your children grow or caring for aging parents, there’s support.
  • An employee stock purchase program, 401(k) retirement savings, 529 plans with a company match, IRAs? Check, check, check and check.