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 maintain client relationships
Lead and develop teams
Ensure ethical business practices
Compliance with laws and regulations
Nice-to-have
Leverage firm resources effectively
Coach and mentor Financial Advisors
Proactive trend identification
Commitment to diversity and inclusion
Key Requirements
Bachelor’s degree or equivalent experience
5+ years as Financial Advisor or branch management experience
Series 7, 8 (or 9 and 10), 66 (or 63 and 65), and 3 registrations