Morgan Stanley
Business Development Manager
Charlotte, North Carolina +1 · On-site · Manager · Full-time · Posted Sep 24, 2026
- Location
- Charlotte, North Carolina
Raleigh, North Carolina - Experience
- A minimum of 5 years; qualifying experience may be as a Financial Advisor, in a comparable product area, or in management.
- Education
- Bachelor’s Degree required.
About the job
Drives revenue growth across a regional Wealth Management market by supporting Financial Advisors with business planning, practice coaching, product knowledge, and rollout of strategic initiatives.
What you'll do
- Develop and execute strategic and tactical business plans and regional initiatives.
- Coach and develop Financial Advisors through training, practice reviews, and one-on-one conversations.
- Coordinate with product partners and deliver tools, resources, and initiatives to branch teams and Financial Advisors.
What they ask for
- At least 5 years of experience in Wealth Management as a Financial Advisor with a satisfactory production and compliance record, or in a comparable product area or management role.
- Bachelor’s Degree.
- Active Series 7 and Series 66 (or Series 63 and 65), required upon hire or within 120 days of hire.
- Strong communication, interpersonal, problem-solving, and strategic execution skills.
Model-written summary · the original posting is authoritative