Business Development Director *
Morgan Stanley
Huntsville, Alabama
business development
director
advisor
team
financial
wealth
corporate
business development
business service
officer
director
senior
new services
March 26, 2023
Morgan Stanley
Huntsville, Alabama
Position Summary
- Partners with the Financial Advisor / Private Wealth Advisor team to develop and implement a comprehensive business plan, supporting the firm s service model of delivering first-class service in a first-class way
- Evaluates, develops, and implements new services offered by the firm in collaboration with Financial Advisor / Private Wealth Advisor team to determine how to integrate them into current service offering
- Focuses on building strong relationships with corporate departments and strategic partners
- May allocate work among a team of employees
- Reconciles corporate brokerage accounts and free credit balances/securities sold
- Disseminates trading window information
- Independently determines Employee Stock Purchase Plan (ESPP) allocations, if applicable, in conjunction with the Financial Advisor / Private Wealth Advisor team
- Engages in strategic planning including Disqualifying Disposition reporting and timing and coordination of stock splits
- Develops, implements and communicates new procedures for stock option exercises to Client/Customer Service Representatives
- Interacts regularly with the Complex Business Service Officer
- Cultivates and enhances new and existing client relationships through active communication and problem resolution
- Identifies, explains, and delivers firm services and solutions to help clients meet a specific need or request
- Proactively resolves open issues for clients
- Conducts enrollment campaigns/meetings for clients
- Works with corporate client s senior management to resolve service issues
- 10+ years of experience in a field relevant to the position required
- Advanced degree or professional certification or prior industry experience required
- Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
- Additional product licenses may be required
- Enjoys working with people and solving problems
- Financial industry and product knowledge
- Effective written and verbal communication skills
- Strong understanding of applicable compliance rules and regulations and firm policies
- Team player with the ability to collaborate with others
- Ability to interact and communicate effectively with colleagues and clients
- Detail-oriented with superior organizational skills and ability to prioritize tasks
- Ability and interest in working in a fast-paced, evolving environment
- Complex Business Service Officer and/or Business Service Officer
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