Director of Business Development Director of Business Development …

Morgan Stanley
in Palo Alto, CA, United States
Permanent, Full time
Be the first to apply
Competitive
Morgan Stanley
in Palo Alto, CA, United States
Permanent, Full time
Be the first to apply
Competitive
Director of Business Development
Director of Business Development

POSITION SUMMARY:

A Business Development Director is a senior level position on a team that is responsible for optimizing business practices and implementing strategies. Working closely with the Financial Advisor, this role will focus on strategic implementation of the teams business plan, as well as client development and portfolio management for a range of sophisticated services to clients. This role may regularly meet with clients to evaluate current offerings, develop and implement new services, and resolve any open issues.

DUTIES and RESPONSIBILITIES:

  • Evaluates, develops, and implements new services in conjunction with Financial Advisor
  • Performs regular performance reviews
  • Proactively and independently resolves open issues received from clients organization
  • May regularly meet with key clients to educate them about the Firms services and products
  • Conducts enrollment campaigns/meetings for clients
  • Interacts regularly with the Complex Business Development Manager
  • May be responsible for allocating work among a team of employees
Corporate Client Group
  • Independently develops,implements and communicates new procedures for stock option exercises to Client/Customer Service Representatives
  • Independently determines Employee Stock Purchase Plan (ESPP) allocations, if applicable, in conjunction with the Financial Advisor
  • Independently engages instrategic planning including Disqualifying Disposition reporting and timing and coordination of stock splits
  • Reconciles corporate brokerage accounts and free credit balances/securities sold
  • Disseminates trading window information
Wealth Management
  • Works with corporate clients senior management to resolve service issues
  • Performs above duties and responsibilities specific to high net worth individuals
Institutional Consulting
  • Reconciles corporate brokerage accounts and free credit balances/securities sold
  • Performs above duties and responsibilities specific to institutional clients
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience
  • Minimum of 10 years post-high school education and/or work experience in a field relevant to the position required
  • Advanced degree or professional certification preferred (e.g. former attorney, CPA, extensive background in financial services)
  • Active Series 7, 63 and 65 or Series 7 and 66
  • Additional product licenses may be required
Knowledge/Skills
  • Effective written and verbal communication skills
  • Knowledge of applicable compliance rules and regulations and firm policies
REPORTS TO:
  • Complex Business Service Officer and a dotted line to the Business Service Manager
Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V
Primary Location: Americas-United States of America-California-Palo Alto
Work Locations:
Job: Wealth Management
Organization: Morgan Stanley
Job Posting: Oct 3, 2019
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