Private Wealth Management Business Development Associate - Bilingual: Spanish/English

Position Summary Business Development Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As key members of the service team, individuals in this role build trusted relationships through regular interactions with clients. They lead with a client‑first mindset and focus on delivering an exceptional client experience. The role assists in all areas of service‑level business development, including digital marketing, portfolio holdings and proposal tools, and financial planning. Duties and Responsibilities Cultivating relationships with business partners and colleagues internally and externally Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships through an exceptional client experience Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings and tracking follow‑ups Assisting the FA/PWA/team in organizing around and executing against their business plan and strategies to support it, partnering closely with other market stakeholders such as Practice Strategy Consultants, Business Development Managers and Branch Management Executing all clerical elements of digital and in‑person marketing strategies, including conferences, seminars, webinars, websites, social media and regular email connectivity Preparing and reviewing various client reports or financial plans from firm‑approved systems for existing or prospective clients Assisting with research using firm‑approved systems Participating in existing client and/or prospective client meetings, representing the service lens Focusing with the FA/PWA/team and other business partners to optimize business practice efficiencies Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities, such as executing money‑movement transactions, answering non‑investment related questions, enrolling clients in digital tools, and entering orders in a clerical capacity Participating in firm initiatives, special projects and other duties directed by local management Remaining current on all policies, procedures and new platforms Education, Experience, Knowledge, and Skills Education and/or Experience 5+ years of work experience in a field relevant to the position required Four‑year college degree or professional certification preferred Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required Additional product licenses may be required Knowledge/Skills Knowledge of financial services products, including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Technically proficient and quick learner of new and updated platforms Detail oriented with superior organizational skills and ability to prioritize Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications Exceptional writing, interpersonal and client service skills Strong time management skills Team player with the ability to collaborate with others Ability to work in a fast‑paced, evolving environment Adaptable and able to multi‑task Goal oriented, self‑motivated and results driven Reports To Business Service Officer Equal Employment Opportunity Statement It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). #J-18808-Ljbffr Dormont Manufacturing Co