Business Development Manager

Morgan Stanley

. Drive revenue and asset growth in respective markets .

Posted 10/27/2026full-timeDallas • Texas • United StatesMid-LevelSenior💰 $115,000 - $190,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Wealth Management with a focus on driving revenue growth and providing practice management coaching to Financial Advisors. Proficient in executing strategic initiatives and fostering collaboration across business units to enhance advisor engagement and solution adoption.

Highest-signal resume keywords

Wealth Management ExperienceActive Series 7 LicenseActive Series 66 LicenseStrategic Planning ExecutionPractice Management Coaching

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Revenue Growth StrategiesBusiness Plan DevelopmentSegmentation AnalysisAdvisor EngagementProduct Knowledge

Soft Skills

Strong Communication SkillsInterpersonal SkillsCreative Problem-SolvingRelationship BuildingTeam Collaboration

Tools & Technologies

Financial Advisory ToolsPractice Management PlatformsTraining Programs

Certifications & Qualifications

Bachelor's DegreeSeries 7 LicenseSeries 66 License

Industry Keywords

Financial AdvisorsCompliance RecordMarket ManagementStrategic InitiativesAdvisor Support

About the role

Key responsibilities & impact

Drive revenue and asset growth in respective markets
Execute strategic and tactical initiatives
Provide ongoing practice management coaching and proactive ideas to Financial Advisors
Coordinate local, regional, and national initiatives
Serve as a trusted consultant to Financial Advisors, aligning firm solutions with client and business needs
Maintain deep knowledge of the Firm’s full suite of products and tools and position their capabilities
Drive adoption of national initiatives and regional priorities through strategic execution and advisor engagement
Develop and implement targeted business plans supporting advisor growth, engagement, and business results
Conduct book reviews and segmentation analyses to identify growth opportunities
Deliver coaching, training, and practice management guidance to Financial Advisors
Partner with product specialists, market management, and business leaders to enhance advisor knowledge and solution adoption
Lead rollout of firm initiatives through presentations, workshops, and one-on-one coaching
Serve as a subject matter expert on key platforms, tools, and strategic initiatives
Facilitate training events and educational programs supporting practice growth
Coordinate external resources and industry partners to deliver value-added advisor support
Collaborate across business units to execute strategic priorities and drive measurable outcomes

Requirements

What you’ll need

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 licenses, or Series 63 and 65 licenses, 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 different stakeholders’ expectations and strategies
Strong and creative problem-solving skills
Confident, flexible, and resilient team player
Ability to adapt style to build relationships across all levels
Ability to autonomously develop, deliver, and execute strategic plans

Benefits

Comp & perks

Annual discretionary incentive compensation award eligibility
Relevant business unit incentive compensation plan eligibility, potentially including a discretionary bonus component
Medical insurance
Prescription drug coverage
Dental insurance
Vision insurance
Health Savings Account
Dependent Day Care Savings Account
Life insurance
Disability and other insurance plans
Paid time off, including sick leave consistent with state and local law
Parental leave
X vacation days annually
10 paid holidays
401(k)
Short-term and long-term disability
Other special perks reserved for employees
Opportunity to move about the business for employees who show passion and grit