Business Development Associate**

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