Branch Manager, Producing

Morgan Stanley UK

Fargo, United States
Drive revenue and manage risk
Recruitment and retention of financial advisors
Fiscal and personnel management
The Producing Branch Manager's primary focus is to drive revenue, manage risk within their branch, and continue to build a book of business, while maintaining superior client service and developing cohesive teams

Job Summary

  • The Producing Branch Manager's primary focus is to drive revenue, manage risk within their branch, and continue to build a book of business, while maintaining superior client service and developing cohesive teams.
  • Key responsibilities include fiscal management, personnel management, business ethics, compliance with laws and regulations, and a strong emphasis on the recruitment and retention of Financial Advisors.
  • Morgan Stanley offers an environment where employees are supported and empowered, with opportunities for growth and comprehensive employee benefits and perks.

Matching Summary

The Producing Branch Manager's primary focus is to drive revenue, manage risk within their branch, and continue to build a book of business, while maintaining superior client service and developing cohesive teams.

Skills & Requirements

Must-have

  • Drive revenue and manage risk
  • Recruitment and retention of Financial Advisors
  • Fiscal and personnel management
  • Client service and relationship management
  • Product and business knowledge

Nice-to-have

  • Leading by example
  • Positive branch morale
  • Ethical business practices
  • Commitment to diversity and inclusion
  • Coaching and mentoring Financial Advisors

Key Requirements

  • Bachelor’s degree or equivalent experience
  • 5+ years as a Financial Advisor or comparable management experience
  • Active Series 7, 8 (or 9 and 10), 66 (or 63 and 65), and 3 registrations
  • Effective written and verbal communication skills
  • Ability to manage a team and think critically

Work Rights

Not specified

Tailored Resume

Cover Letter