Business Development Associate, Vice President
About The Position
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.
Requirements
- 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
- 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
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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
