Morgan Stanley

Business Development Manager - SF PWM, LA PWM

Morgan Stanley

San Francisco, CA, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

At Morgan Stanley, we believe in creating meaningful and lasting relationships with our clients. As a Business Development Manager for our San Francisco and Los Angeles Private Wealth Management teams, you will play a critical role in driving business growth and building strong connections with high-net-worth individuals. We are seeking a dynamic and results-driven individual who is passionate about financial services and has a proven track record in business development. If you are a strategic thinker with excellent communication and interpersonal skills, we invite you to join our team and help us deliver exceptional wealth management solutions to our clients.

  1. Develop and implement strategic plans to drive business growth for the Private Wealth Management teams in San Francisco and Los Angeles.
  2. Identify, prospect, and build relationships with high-net-worth individuals to expand the client base.
  3. Serve as the main point of contact for clients, providing exceptional customer service and building strong, lasting relationships.
  4. Actively monitor and analyze market trends, competitor activity, and client needs to identify potential business opportunities.
  5. Collaborate with internal teams to design and deliver customized wealth management solutions that meet the unique needs of each client.
  6. Create and deliver compelling presentations and pitches to potential clients, showcasing the value and benefits of working with Morgan Stanley.
  7. Meet and exceed business development targets and objectives set by the company.
  8. Maintain accurate and up-to-date records of client interactions, sales activities, and pipeline progression.
  9. Utilize networking opportunities and industry events to expand the company's brand and promote its services.
  10. Continuously enhance knowledge of financial services and wealth management industry trends, products, and best practices.
  11. Communicate effectively with team members and senior management to provide regular updates on business development activities and results.
  12. Adhere to all company policies, procedures, and regulatory requirements.
Where is this job?
This job is located at San Francisco, CA, USA
Job Qualifications
  • Bachelor's Degree In Business Administration, Finance, Or A Related Field.

  • At Least 5 Years Of Experience In Business Development Or Sales, Preferably In The Financial Services Industry.

  • Proven Track Record Of Successfully Identifying And Closing New Business Opportunities.

  • Strong Knowledge Of The San Francisco And Los Angeles Markets, Including Key Players And Industry Trends.

  • Excellent Communication And Interpersonal Skills, With The Ability To Build And Maintain Relationships With High-Net-Worth Clients And Internal Stakeholders.

Required Skills
  • Financial Analysis

  • Networking

  • Communication

  • Market Research

  • Lead Generation

  • Negotiation

  • Relationship Building

  • Portfolio Management

  • Team Leadership

  • Business acumen

  • Sales Strategy

  • Client Retention

Soft Skills
  • Communication

  • Conflict Resolution

  • Customer Service

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Business Development Manager - SF PWM, LA PWM in San Francisco, CA, USA is $90,000 - $150,000 per year. The salary may vary based on individual qualifications, experience, and the specific company hiring. Some companies may also offer bonuses and other incentives in addition to the base salary.

Additional Information
Morgan Stanley is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 23rd, 2025
Apply BeforeMay 23rd, 2025
This job posting is from a verified source. 

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About Morgan Stanley

Morgan Stanley provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following business segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors.

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