Business Development Associate, Vice President

Morgan Stanley (“MS”) is a global financial services firm that conducts its business through three principal business segments—Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services.

The Private Banking Group (“PBG”) National Sales team is seeking a high potential Business Development Associate responsible for providing overall support in the creation, design and execution of marketing and sales initiatives. This position reports to Business Development within the Private Bank.

Job Description/Position Responsibilities:

• Support PBG Business Development in the design, creation, implementation and measurement of key sales and marketing strategies, initiatives and tactics across multiple distribution channels

• Facilitate ongoing development of reporting to track progress and success of sales initiatives and to track regional and FA/Client segment performance

• Collaborate with PBG and Wealth Management partners on the development and execution of cross business strategies and tactics

• Glean insights from Sales, Product and Marketing Partners as well as various Councils and drive input into change

• Understand competitive environment and develop strategies to retain and win new business

• Produce on-going and ad hoc analytics in support of National Sales Team initiatives

• Perform other duties and special projects as assigned

Experiences:

• Minimum of 5 years of experience with an investment, commercial or private bank

• 4 years of client service, business development and/or sales experience

• Bachelor’s degree preferred or relevant experience

Skills/Abilities:

• Expert level knowledge of MS Office with emphasis on PowerPoint, Word and Excel

• Proficiency in Tableau

• Strong organizational, project management and analytical skills

• Strong written and verbal communication skills

• Understanding of banking & lending products

• Demonstrated ability to prioritize and manage multiple projects, manage expectations and complete deliverables in a timely manner with exceptional attention to detail

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

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Expected base pay rates for the role will be between $110,000 and $190,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

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