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Business Development Manager
Morgan Stanley
Chicago, IL, United States
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Business Development Manager (BDM) Chicago Merc, Assistant Vice President / Vice President
Description
As part of the Regional sales team the Business Development Managers (“BDM”) are responsible for driving revenue growth in their respective Regions. BDMs are responsible for executing National strategic and tactical initiatives, Regional product foci, and additional Regional priorities.
DUTIES, RESPONSIBILITIES, KNOWLEDGE, and SKILLS:
Product and Business Knowledge:
• 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 Advisor inquiry to the right internal partner
• Deeper specific knowledge of platforms/tools supporting the key National initiatives and the specific Regional priorities
Accountability and Execution:
• Delivery of initiatives to the Branch office and 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
Qualifications
Education and/or Experience
• A minimum of 4 years of experience as a Financial Advisor (with satisfactory
production and compliance record), or comparable product area or management
experience
• Bachelor’s Degree required
Licenses and Registrations:
• Active Series 7, and 66 (or 63 and 65) registrations
• Other licenses as required for role or by management