Client Advisory Center - Business Development Associate
Location:
Posted:
May 14, 2016
Reference:
3070738
POSITION SUMMARY:
The Business Development Associate participates in the team's 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
  • Firm's 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
Additional requirements may include:
  • Active Series 7, 63, and 65 or 66 (as required by individual states)
  • Additional product licenses may be required


Qualifications
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience
  • College degree and 5 years of relevant work experience or 10 years of relevant work experience

Knowledge/Skills
  • Effective written and verbal communication skills
  • Knowledge of applicable compliance rules and regulations and firm policies

Reports To:
  • Complex Business Development Manager


Morgan Stanley
EOE committed to diversifying its workforce.
M/F/D/V
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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