The Resident 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 Resident 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 Resident 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
Maintain superior client service
Develop cohesive teams
Provide consistent leadership
Fiscal and personnel management
Nice-to-have
Commitment to diversity and inclusion
Act as coach and mentor
Leverage firm resources
Ethical business practices
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