Business Development Manager
Location:
Palo Alto , California
Posted:
September 27, 2016
Reference:
3078195
As part of the Regional sales team the Business Development Managers ("BDM") are responsible for driving revenue growth in their respective Regions. BDMs are responsible for executing National strategic and tactical initiatives, Regional product foci, and additional Regional priorities.
DUTIES, RESPONSIBILITIES, KNOWLEDGE, and SKILLS:
Product and Business Knowledge:
• 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 Advisor inquiry to the right internal partner
• Deeper specific knowledge of platforms/tools supporting the key National initiatives and the specific Regional priorities

Accountability and Execution:
• Delivery of initiatives to the Branch office and 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

Qualifications
Education and/or Experience
• A minimum of 4 years of experience as a Financial Advisor (with satisfactory production and compliance record), or comparable product area or management experience
• Bachelor's Degree required

Licenses and Registrations:
• Active Series 7, and 66 (or 63 and 65) registrations
• Other licenses as required for role or by management

Reports To:
• Regional Sales Manager
A little about us:
Since its founding in 1935, Morgan Stanley and its people have helped redefine the meaning of financial services.

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