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    Business Development Associate - Dallas, United States - M S CO

    M S CO
    M S CO Dallas, United States

    2 weeks ago

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    Description
    :


    POSITION SUMMARY

    The Business Development Associate participates in the team's overall business development and marketing 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 strategize to find resolutions.


    DUTIES and RESPONSIBILITIES:
    Business Strategy & Development
    Develops and applies strategies to execute the business plan to achieve desired results (i.e., to increase client base, gross production, Portfolio Management assets, performance tracking, etc.)
    Identifies business opportunities
    Supports Financial Advisor / Private Wealth Advisor practice management through book analysis and determination of appropriate strategies
    Creates potential strategies to further enhance client relationships based on concerns and opportunities identified during client visits
    Engages in strategic planning with other team members on client matters
    Interacts regularly with the Complex Business Development Manager
    Partners with the Financial Advisor / Private Wealth Advisor on investment recommendations and prepare reports and plans that align with client goals
    Takes accountability for optimizing business practices while adhering to best business ethics and practices
    Seeks opportunities to grow business by capitalizing on Firm initiatives
    Focuses on building strong relationships with corporate departments and strategic partners
    Evaluates, develops and implements new services in conjunction with the Financial Advisor / Private Wealth Advisor and other team members
    Stays attuned to updates and enhancements to firm products and policies

    Client Engagement
    Actively engages clients and prospects to build relationships, identify needs and review investment goals
    Leads team to establish and cultivate relationships with new and existing clients and proactively helps to resolve issues and concerns
    May regularly accompany senior team members to engage with clients to educate about the firm's services and products
    Serves as a client contact for administrative problem resolution and fielding general client questions on a spectrum of topics
    Proactively shares targeted communications with clients leveraging digital tools available (e.g., share account information, newsletters containing opportunities, new offerings and other events)
    Qualifications:


    EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
    Education and/or Experience
    5+ years of work experience in a field relevant to the position required
    Four-year college degree or professional certification preferred
    Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
    Additional product licenses may be required
    Knowledge/Skills
    Enjoys working with people and problem solving
    Effective written and verbal communication skills
    Strong understanding of applicable compliance rules, regulations and firm policies
    Ability to interact and communicate effectively with colleagues and clients
    Strong computer skills including knowledge of Microsoft Office (Word, Excel and PowerPoint)
    Detail-oriented with superior organizational skills and ability to prioritize tasks
    Ability and interest in working in a fast-paced, evolving environment

    Reports to:
    Business Service Officer

    Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence.

    Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

    It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

    Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

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