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Business Development Manager

Morgan Stanley

Overview As part of the Regional Sales Team, the Business Development Manager (BDM) is a sales-oriented role focused on developing business through direct engagement with Financial Advisors. This individual partners with advisors to identify client investment needs and recommend appropriate product solutions to drive asset growth. This is not an operations or administrative role. Key Responsibilities Position a broad range of investment products—including traditional, alternatives, packaged/pooled vehicles, structured solutions, and insurance-linked products: as solutions aligned to client portfolio needs Partner directly with Financial Advisors to identify opportunities and drive product adoption and asset growth Translate product capabilities into clear, actionable investment ideas for advisors to implement with clients Execute business development strategies and targeted campaigns to increase product penetration across advisor practices Influence advisor behavior through coaching, idea generation, and ongoing sales engagement Collaborate with Product Partners to deliver timely, market-relevant solutions across diverse product sets Qualifications 5+ years in Wealth Management, preferably in an advisory role but not excluding relationship management, sales, and advisory-facing positions Bachelor’s Degree required Series 7 and 66 (or 63/65) required Demonstrated ability to position or sell investment products across asset classes (traditional, alternatives, structured, etc.) Strong communication, influencing, and relationship management skills Commercial, solutions-oriented mindset with ability to drive measurable results #J-18808-Ljbffr Morgan Stanley

Vacancy posted 1 day ago
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