Branch Manager, Producing

Morgan Stanley

Not specified; not specified; comprehensive employ...
Build client base of high net worth households
Recruit and retain financial advisors
Manage branch fiscal and personnel operations
The primary focus is to drive revenue and manage risk while building a book of business within the branch

Job Summary

  • The primary focus is to drive revenue and manage risk while building a book of business within the branch.
  • A large emphasis will be placed on the recruitment and retention of Financial Advisors to grow the team.
  • Morgan Stanley offers comprehensive employee benefits and perks in an environment supporting diverse backgrounds and experiences.

Matching Summary

The primary focus is to drive revenue and manage risk while building a book of business within the branch.

Salary

Not specified; Not specified; Comprehensive employee benefits and perks mentioned

Skills & Requirements

Must-have

  • Build client base of high net worth households
  • Recruit and retain Financial Advisors
  • Manage branch fiscal and personnel operations
  • Ensure regulatory and compliance adherence
  • Lead sales and marketing initiatives

Nice-to-have

  • Strong critical thinking abilities
  • Demonstrated commitment to diversity
  • Ability to mentor and coach staff
  • Proactive trend identification skills
  • Effective senior management interaction

Key Requirements

  • Bachelor's degree required or equivalent experience
  • At least 5 years as Financial Advisor or branch management
  • Active Series 7, 8 (or 9 and 10), 66 (or 63 and 65) licenses
  • Series 3 registration if managing futures business
  • Satisfactory production and compliance record

Work Rights

Not specified

Tailored Resume

Cover Letter