[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"job-business-development-director-ms-smith-barney-llc-en-us":3},{"id":4,"slug":5,"title":6,"description":7,"company":8,"is_featured":11,"featured_until":7,"is_active":12,"deactivated_at":7,"is_enriched":12,"processed_job_posting_json":13,"processed_latitude":80,"processed_longitude":81,"processed_employment_types":82,"processed_working_hours":83,"processed_working_hours_labels":85,"processed_home_office":86,"processed_salary_min":77,"processed_salary_max":78,"processed_salary_currency":74,"processed_salary_source":87,"processed_benefits":88,"processed_benefits_labels":91,"processed_industry":92,"processed_skills":7,"processed_job_location":93,"processed_full_address_gmaps":95,"processed_street_gmaps":97,"processed_city_gmaps":98,"processed_postal_code_gmaps":99,"processed_country_gmaps":100,"processed_country_iso_code_gmaps":102,"full_description":16,"formatted_description":103,"processed_employment_types_labels":36,"processed_home_office_labels":34,"processed_industry_labels":38,"processed_it_skills":104,"processed_it_skills_labels":107,"processed_soft_skills":108,"processed_soft_skills_labels":109,"processed_job_expertise_skills":110,"processed_job_expertise_skills_labels":111,"processed_language_requirements":112,"processed_total_experience_years":119,"processed_professional_field":120,"processed_professional_field_labels":123,"processed_leadership_role":12,"processed_date_posted":20,"raw_job_url":124,"apply_url":7,"raw_hiringOrganization_logo_url":7,"translations":7,"canonical_industry_key":92,"canonical_industry_label":38,"max_cpc":125,"actual_cpc":7},85697,"business-development-director-ms-smith-barney-llc","Business Development Director",null,{"name":9,"slug":10,"logo_url":7},"MS Smith Barney, LLC","ms-smith-barney-llc",false,true,{"@context":14,"@type":15,"title":6,"description":16,"hiringOrganization":17,"datePosted":20,"validThrough":21,"jobLocation":22,"jobLocationType":34,"employmentType":35,"industry":37,"skills":39,"baseSalary":72},"https:\u002F\u002Fschema.org\u002F","JobPosting","Business Development Directors provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F teams on a daily basis. As senior members of the service team, through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and their focus will be on delivering an exceptional client experience. In supporting Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F teams, this role will lead all areas of service level business development including digital marketing, portfolio holdings and\u002For proposal tools and financial planning. DUTIES and RESPONSIBILITIES: • Cultivating relationships with business partners and colleagues internally and externally • Supporting the FA\u002FPWA\u002Fteam in enhancing new and existing client relationships through an exceptional client experience • Assisting the FA\u002FPWA\u002Fteam in developing and delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups • Assisting the FA\u002FPWA\u002Fteam in developing 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 • Proactively identifying business development and client segmentation opportunities using firmapproved systems (e.g., leveraging internal tools like Next Best Action and Analytics Hub) and share with FA\u002FPWA team to gather feedback and take direction on any next steps • At the direction of FA\u002FPWA\u002Fteam, executing against all clerical elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity • At the direction of the client and\u002For FA\u002FPWA\u002Fteam, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients • At the direction of the client and\u002For FA\u002FPWA\u002Fteam, assisting with research using firm-approved systems • At the request of FA\u002FPWA\u002Fteam, participating in existing client and\u002For prospective client meetings, representing the service lens • Focusing with the FA\u002FPWA\u002Fteam and other business partners to optimize business practice efficiencies • If the FA\u002FPWA\u002Fteam are engaged with corporate relationships, may be supporting clerical activities such as disseminating trading window information, assisting with employee stock purchase plan (ESPP) allocations, preparing disqualifying disposition reporting and performing various reconciliation and\u002For reporting functions as examples using firm-approved systems at the request of the FA\u002FPWA\u002Fteam. • Participating in firm initiatives (e.g., training or education programs), special projects and\u002For other duties directed by local management • Remaining current on all policies, procedures and new platforms EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience • 10+ years of work experience in a field relevant to the position required • Advanced degree or professional certification or prior industry experience required • Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) required • Additional product licenses may be required Knowledge\u002FSkills • Strong leadership skills • Knowledge of financial services products, including but not limited to 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 ability to multi-task • Goal oriented, self-motivated and results driven Reports to: • Market Business Service Officer and\u002For Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $111,300.00 and $125,900.00 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: https:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"@type":18,"name":19},"Organization","711 MS Smith Barney, LLC","2026-09-29","2027-09-29",[23],{"@type":24,"address":25,"geo":30},"Place",{"@type":26,"addressLocality":27,"addressCountry":28,"addressRegion":29},"PostalAddress","San Francisco","US","Kalifornien",{"@type":31,"latitude":32,"longitude":33},"GeoCoordinates",37.7749295,-122.4194155,"ONSITE",[36],"PERMANENT",[38],"Financial Services",[40,41,42,43,44,45,46,47,48,49,50,51,52,53,54,55,56,57,58,59,60,61,62,63,64,65,66,67,68,69,70,71],"MS Excel","MS Office","Digital Marketing Tools","CRM Systems","Analytics Hub","Next Best Action","Interpersonal Skills","Client Service","Leadership","Organizational Skills","Time Management","Teamwork","Adaptability","Multi-tasking","Self-motivation","Results-driven","Attention to Detail","Collaboration","Communication","Financial Services Products Knowledge","Business Development","Financial Planning","Portfolio Management","Client Relationship Management","Digital Marketing","Proposal Tools","Client Segmentation","Business Plan Development","Regulatory Compliance","Employee Stock Purchase Plan (ESPP)","Reconciliation","Reporting",{"@type":73,"currency":74,"value":75},"MonetaryAmount","USD",{"@type":76,"minValue":77,"maxValue":78,"unitText":79},"QuantitativeValue",111300,125900,"YEAR",[32],[33],"permanent",[84],"FULL_TIME",[84],"onsite","estimated",[89,90],"Comprehensive employee benefits and perks","Opportunities for internal mobility",[89,90],"financial services",[94],"711, san francisco, united states of america",[96],"San Francisco, Kalifornien, USA",[],[27],[],[101],"USA",[28],"Business Development Directors provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F teams on a daily basis. As senior members of the service team, through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and their focus will be on delivering an exceptional client experience. In supporting Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F teams, this role will lead all areas of service level business development including digital marketing, portfolio holdings and\u002For proposal tools and financial planning.\n\n## DUTIES and RESPONSIBILITIES:\n\n- Cultivating relationships with business partners and colleagues internally and externally\n- Supporting the FA\u002FPWA\u002Fteam in enhancing new and existing client relationships through an exceptional client experience\n- Assisting the FA\u002FPWA\u002Fteam in developing and delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups\n- Assisting the FA\u002FPWA\u002Fteam in developing 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\n- Proactively identifying business development and client segmentation opportunities using firmapproved systems (e.g., leveraging internal tools like Next Best Action and Analytics Hub) and share with FA\u002FPWA team to gather feedback and take direction on any next steps\n- At the direction of FA\u002FPWA\u002Fteam, executing against all clerical elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity\n- At the direction of the client and\u002For FA\u002FPWA\u002Fteam, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients\n- At the direction of the client and\u002For FA\u002FPWA\u002Fteam, assisting with research using firm-approved systems\n- At the request of FA\u002FPWA\u002Fteam, participating in existing client and\u002For prospective client meetings, representing the service lens\n- Focusing with the FA\u002FPWA\u002Fteam and other business partners to optimize business practice efficiencies\n- If the FA\u002FPWA\u002Fteam are engaged with corporate relationships, may be supporting clerical activities such as disseminating trading window information, assisting with employee stock purchase plan (ESPP) allocations, preparing disqualifying disposition reporting and performing various reconciliation and\u002For reporting functions as examples using firm-approved systems at the request of the FA\u002FPWA\u002Fteam.\n- Participating in firm initiatives (e.g., training or education programs), special projects and\u002For other duties directed by local management\n- Remaining current on all policies, procedures and new platforms\n\n## EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:\n\n### Education and\u002For Experience\n\n- 10+ years of work experience in a field relevant to the position required\n- Advanced degree or professional certification or prior industry experience required\n- Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) required\n- Additional product licenses may be required\n\n### Knowledge\u002FSkills\n\n- Strong leadership skills\n- Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts\n- Technically proficient and quick learner of new and updated platforms\n- Detail oriented with superior organizational skills and ability to prioritize\n- Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications\n- Exceptional writing, interpersonal and client service skills\n- Strong time management skills\n- Team player with the ability to collaborate with others\n- Ability to work in a fast-paced, evolving environment\n- Adaptable and ability to multi-task\n- Goal oriented, self-motivated and results driven\n\n### Reports to:\n\n- Market Business Service Officer and\u002For Business Service Officer\n\n## WHAT YOU CAN EXPECT FROM MORGAN STANLEY:\n\nAt Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $111,300.00 and $125,900.00 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: https:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society.\n\n## What We Do",{"ms excel":105,"ms office":105,"crm systems":106,"analytics hub":106,"next best action":106,"digital marketing tools":106},4,3,[40,41,42,43,44,45],{"interpersonal skills":105,"client service":105,"leadership":105,"organizational skills":105,"time management":105,"teamwork":105,"adaptability":105,"multi-tasking":105,"self-motivation":105,"results-driven":105,"attention to detail":105,"collaboration":105,"communication":105},[46,47,48,49,50,51,52,53,54,55,56,57,58],{"reporting":106,"proposal tools":106,"reconciliation":106,"digital marketing":106,"financial planning":105,"client segmentation":106,"business development":105,"portfolio management":105,"regulatory compliance":106,"business plan development":105,"client relationship management":105,"employee stock purchase plan (espp)":106,"financial services products knowledge":105},[59,60,61,62,63,64,65,66,67,68,69,70,71],{"detected_language_jobad":113,"required":114},"en",[115],[116],{"language":117,"level":118},"ENGLISH","C2",10,[121,122],"Business Administration and Management","Finance",[121,122],"https:\u002F\u002Fms.wd5.myworkdayjobs.com\u002Fen-us\u002Fprivate\u002Fjob\u002Fsan-francisco\u002Fbusiness-development-director_jr044955",1]