Business Development Manager (Associate) – Workplace Solutions Group

Business Development Manager (Associate) – Workplace Solutions Group

Job Number:

3196256

POSTING DATE: Dec 21, 2021 PRIMARY LOCATION: Americas-United States of America-Utah-South Jordan OTHER LOCATIONS: Americas-United States of America-Georgia-Alpharetta, Americas-United States of America-Arizona-Gilbert JOB: Wealth Management EMPLOYMENT TYPE: Full Time JOB LEVEL: Associate

DESCRIPTION

Company Profile

Morgan Stanley (“MS”) is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Position Summary

The candidate will support the Strategy & Business Development function for Workplace Solutions Group (“WSG”), a division of MS Virtual Client Solutions, which includes the platforms through which stock plan participants and the Firm’s mass affluent clients access the Firm’s Wealth Management products, services and advice. Virtual Client Solutions provides brokerage, investment and financial services to hundreds of thousands of individual investors. Virtual Client Solutions’ Financial Advisors, Services & Operations Associates and Managers are based in 5 primarily call centers across the US as well as several outside of the US.

The candidate will be responsible for supporting the service-to-sales model and other business development initiatives as identified by the WSG leadership team. The ideal candidate will possess strong analytical, communications, critical thinking and interpersonal skills. A firm understanding of the Wealth Management business and sales are critical to the success of this role.

Key accountabilities for this role include the following:

• Execute, drive and support business building initiatives in partnership with WSG leadership
• Help continuously optimize WSG service-to-sales model aimed for growth
• Drive engagement across service teams to reach WSG-wide established objectives
• Facilitate service-to-sales training for newly onboarded / registered service professionals
• Monitor quality & stay on top of reporting of service-to-sales activity across WSG
• Support WSG Next Best Action program and outreach
• Collaborate with other on-site Business Development Managers

QUALIFICATIONS

Qualifications and Education Requirements

• 2-5 years of relevant experience including significant experience in Wealth Management
• Bachelor degree in Business or related field preferred
• Demonstrated experience working with all levels of management
• Must possess Financial Services industry experience, knowledge of industry trends, competitive advantages, and brokerage product offerings
• Strong strategic planning, finance, conceptual design, collaborative, sales and organizational skills
  

Preferred Skills

• Ability to communicate effectively
• Proficient with MS Excel and PowerPoint
• Strong process management skills; dedication to detail and deadlines
• Motivation for continuous improvement and ability to lead and motivate others
• Resilience under pressure and flexibility