Branch Manager, Non-producing

Morgan Stanley UK

Middleton, United States
Onsite
Drive revenue and profit
Manage branch risk
Superior client service
The primary focus of the role is to drive revenue, increase profit before taxes, and manage risk within their branch

Job Summary

  • The primary focus of the role is to drive revenue, increase profit before taxes, and manage risk within their branch.
  • In addition, a large emphasis will be placed on the recruitment and retention of Financial Advisors.
  • 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 primary focus of the role is to drive revenue, increase profit before taxes, and manage risk within their branch.

Skills & Requirements

Must-have

  • Drive revenue and profit
  • Manage branch risk
  • Superior client service
  • Recruit and retain Financial Advisors
  • Fiscal and personnel management
  • Compliance with laws and regulations

Nice-to-have

  • Lead by example
  • Positive branch morale
  • Ethical business practices
  • Commitment to diversity
  • Act as coach and mentor

Key Requirements

  • 5+ years of related experience
  • Active Series 7, 8 (or 9 and 10), 66 (or 63 and 65) and 3 registrations
  • Demonstrated success managing a substantial branch office

Work Rights

Not specified

Tailored Resume

Cover Letter