The primary focus of the role is to drive revenue, increase profit before taxes, and manage risk within their branch, while maintaining a superior level of client service and developing cohesive teams
Job Summary
The primary focus of the role is to drive revenue, increase profit before taxes, and manage risk within their branch, while maintaining a superior level of client service and developing cohesive teams.
A large emphasis will be placed on the recruitment and retention of Financial Advisors, with responsibility for fiscal management, personnel management and morale, business ethics, and compliance.
Morgan Stanley offers an environment where employees are supported and empowered, with ample opportunity to move about the business for those who show passion and grit, and attractive employee benefits.
Matching Summary
The primary focus of the role is to drive revenue, increase profit before taxes, and manage risk within their branch, while maintaining a superior level of client service and developing cohesive teams.
Skills & Requirements
Must-have
Drive revenue and profit
Manage branch risk
Recruit and retain Financial Advisors
Fiscal and personnel management
Ethical business practices
Nice-to-have
Lead by example
Positive team morale
Commitment to diversity
Creative thinkers
Collaborative environment
Key Requirements
5+ years of related experience
Series 7, 8 (or 9 and 10), 66 (or 63 and 65), and 3 registrations
Demonstrated success managing a substantial branch office