The Producing Branch Manager's primary focus is to drive revenue, and manage risk within their branch and to continue to build a book of business
Job Summary
The Producing Branch Manager's primary focus is to drive revenue, and manage risk within their branch and to continue to build a book of business.
Job functions also include maintaining a superior and consistent level of client service, developing cohesive teams, providing consistent leadership, and assuming accountability for their Branch's results.
Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years.
Matching Summary
The Producing Branch Manager's primary focus is to drive revenue, and manage risk within their branch and to continue to build a book of business.
Skills & Requirements
Must-have
Drive revenue and manage risk
Build and manage client book
Recruitment and retention of Financial Advisors
Fiscal and personnel management
Compliance with laws and regulations
Nice-to-have
Superior client service
Develop cohesive teams
Ethical business practices
Commitment to diversity and inclusion
Key Requirements
Bachelor’s degree or equivalent experience
5+ years Financial Advisor or Branch Management experience
Active Series 7, 8 (or 9 and 10), 66 (or 63 and 65) and 3 registrations