Business Development Manager - Soundview
$110k - $190kPowerToFly
Role Overview As part of the Regional Sales Team, the Business Development Manager (BDM) is responsible for driving asset growth in their respective markets, executing strategic and tactical initiatives, providing ongoing practice management coaching and proactive ideas to Financial Advisors, and coordinating efforts around local, regional, and national initiatives. Key Responsibilities Working knowledge of the Firm’s entire suite of products and tools Ability to accurately and effectively position each of the major product capabilities against suitable client need and, where necessary, refer Financial Advisor inquiry to the right internal partner Deeper specific knowledge of platforms / tools supporting the key National initiatives and the specific Regional priorities Ability to develop strategic and tactical business plans to drive positive results Ability to continuously grow and develop Financial Advisors practices through training, education, and one on one conversation Effectively engage with Product Partners across the Firm to ensure your Financial Advisors have the proper training and knowledge of both existing and new tools and resources Delivery of initiatives to the Branch / Complex office and Financial Advisor in a variety of methods Desk-to-desk rollout of key initiatives Deep dive book reviews and segmentation Tactical campaigns Procurement and facilitation of outside resources Knowledge and Skills Required A minimum of 5 years of experience in Wealth Management, as a Financial Advisor (with satisfactory production and compliance record), or comparable product area or management experience. Bachelor’s Degree required Active Series 7, and 66 (or 63 and 65) required upon hire or within 120 days of hire date Strong oral and written communication skills Outstanding interpersonal skills and demonstrable ability to establish alignment between the expectations and strategies of different stakeholders Strong and creative problem‑solving skills Confident, flexible, and resilient team player Adapts style to build relationships across all levels Ability to autonomously develop, deliver, and execute on strategic plans Compensation Expected base pay rates for the role will be between $110,000 and $190,000 per year at the commencement of employment. Base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which may also include commission earnings, incentive compensation, discretionary bonuses, other short and long‑term incentive packages, and other Morgan Stanley sponsored benefit programs. Equal Opportunity Employment 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 a strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. For more information, please visit: #J-18808-Ljbffr PowerToFly
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Morgan Stanley is seeking a highly motivated Product Development Manager to support its Traditional Investments Products business. In this role, you will develop new products and enhance the client experience while leading strategic initiatives to maintain competitive...Suggested$58k - $115k
Strategic Change Manager - Associate Wealth Management Platforms Location: Purchase Morgan... ..., automation, software/application development, artificial intelligence, and intelligent... ...capacity towards higher-value clients and business-focused activities. We are seeking a candidate...SuggestedTemporary workWorldwideShift work- Strategic Change Manager - Associate Location: Purchase Team Overview The Automation & Workflow... ..., automation, software/application development, artificial intelligence, and... ...measurement, including gathering and creating business requirements, performing impact analysis...
$58k - $115k
Morgan Stanley is seeking a Strategic Change Manager - Associate to support transformative initiatives within Wealth Management. The ideal candidate will help modernize business processes, ensure smooth transitions to new systems, and enhance overall efficiency through...$58k - $130k
Department Profile The Field Management division consists of Morgan Stanley’s network of... ...firm’s full-service Wealth Management business, managing client relationships, and driving... ...teams include Field CAO, Business Development and Field Training, Private & International...Contract workTemporary workHome office$58k - $130k
A financial services firm is seeking a Business Management Associate / Assistant Vice President to support the Advisor Legacy Program. This role involves strategic collaboration with management, developing analytics, and enhancing program effectiveness. Candidates should...- ...specialists supporting sales activities and business growth across all of the ICC solutions... ...regulation evolves. Assist in the development and maintenance of a resource database/... ...Intelligence tools preferred. Strong time‑management skills. Exceptional interpersonal and...Temporary workWork experience placementWork at office
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...Director of Sales and Business Development Salary: $165,000.00 We have partnered with a large wholesaler in the Northeastern US area to... ...driving revenue growth and achieving targets. Ability to manage a large group of territory managers. Ability to travel...- PepsiCo is seeking a Revenue Growth Manager to maximize revenue and profitability through strategic pricing and promotional effectiveness... ...ideal candidate will hold a Bachelor’s or Master’s degree in Business and possess strong analytical and project management skills....
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...Summary The Traditional Investments Products business is responsible for supporting more than $2 trillion in assets under management across Separately Managed Accounts (SMAs),... ...to join the team as a Product Development Manager. In this role, you will be tasked...Temporary work$64.54k - $96.81k
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A leading financial services firm seeks a Business Development Manager to drive asset growth in New York. The role involves executing strategic initiatives, coaching Financial Advisors, and collaborating with internal partners. The ideal candidate will possess a minimum...- Jobot is seeking a qualified candidate to manage insurance accounts with responsibilities including renewals and client consultations. This remote role requires occasional office visits for meetings in New York. Candidates should have at least three years of relevant experience...Remote jobWork at office
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A local government agency in Bridgton, Maine is seeking a highly motivated Full-Time Police Officer committed to community-focused policing. The role includes enforcing laws and participating in various community engagement activities. Candidates should have a high school...Hourly payFull timeLocal areaShift work- Morgan Stanley is seeking a Vice President for its Wealth Management's Legal and Compliance Division in Purchase, NY. The role involves... ...include advising on transactions, negotiating agreements, and collaborating with various business units. #J-18808-Ljbffr Morgan Stanley
$21.75 - $31.6 per hour
...established standard practices. In the absence of the department manager, manage the department operations in accordance with... ...as; financial reports, scheduling, productivity, ordering, and business information systems. Maintain solid communication in the department...Hourly pay$64.54k - $96.81k
...seeking a dedicated individual to support Commercial Lines Service Teams. The role involves monitoring workloads, assisting Account Managers with client-related tasks, and requires strong proficiency in the MS Office Suite. A high school diploma is essential, with a...- JPMorganChase is seeking a Business Relationship Manager I in Harrison, NY, as part of the Military Pathways Direct Hire Program. This role includes building and managing a portfolio of business clients while delivering customized banking solutions. Candidates should have...
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