✦ Luna Orbit — Sales & Business Development

Business Development Associate**

at Morgan Stanley

📍 Allentown, Pennsylvania, United States of America Unknown Posted March 13, 2026
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Position Details

Type Not Specified
Experience entry
Exp. Years 5+ years
Education Not specified
Category Sales & Business Development

About this role

This role involves supporting financial advisors by managing client relationships, preparing financial reports, and assisting with business development activities to enhance client experience.

Key Responsibilities

  • Cultivate client relationships
  • Support financial planning
  • Assist with marketing strategies
  • Prepare client reports
  • Participate in client meetings

Technical Overview

Focuses on client relationship management, financial planning, and digital marketing tools within a wealth management setting.

Ideal Candidate

The ideal candidate is an experienced business development associate with over 5 years in client relationship management, financial planning, and customer service within wealth management. Strong interpersonal skills and familiarity with digital tools are essential.

Must-Have Skills

Client relationship managementFinancial planningCustomer serviceTeam collaboration

Nice-to-Have Skills

Digital marketingProposal toolsFinancial reports

Tools & Platforms

MS OnlineFirm-approved systemsDigital tools

Required Skills

Client Relationship ManagementFinancial PlanningPortfolio ManagementDigital MarketingProposal ToolsCustomer ServiceFinancial ReportsResearch

Hard Skills

Client Relationship ManagementFinancial PlanningPortfolio ManagementDigital MarketingProposal ToolsCustomer ServiceFinancial ReportsResearch

Soft Skills

Interpersonal SkillsClient FocusCommunicationTeamworkProblem-solving

Industry & Role

Industry Financial Services / Wealth Management / Private Banking
Job Function Client service and business development support in wealth management
Role Subtype Business Development

Keywords for Your Resume

Business Development AssociateClient Relationship ManagementFinancial PlanningPortfolio ManagementDigital MarketingProposal ToolsCustomer ServiceFinancial ReportsResearchMS OnlineTeamworkInterpersonal Skills

Deal Breakers

Less than 5 years of relevant experience, Lack of client relationship skills, Inability to work with digital marketing tools

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