Business Development Associate *

Employment Type

: Full-Time


: Miscellaneous

Job Level




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
  • Interacts regularly with the Complex Business Development Manager
  • Qualifications

    EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience
  • Minimum of 5 years of post-high school education and/or work experience in a field relevant to the position required
  • Four –year college degree or professional certification preferred
  • Active Series 7, 63, and 65 or 66 (as required by individual states)
  • Additional product licenses may be required
  • Knowledge/Skills
  • Effective written and verbal communication skills
  • Knowledge of applicable compliance rules and regulations and firm policies
  • Business Service Manager and a dotted line to the Group Director
  • Morgan StanleyEOE committed to diversifying its workforce.M/F/D/V

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