Branch Manager, Producing

Morgan Stanley

WI, United States
Client relationship management
Team leadership skills
Sales performance accountability
The Producing Branch Manager focuses on driving revenue and managing risk within their branch

Job Summary

  • The Producing Branch Manager focuses on driving revenue and managing risk within their branch.
  • They are responsible for building a client base of high net worth households and maintaining long-term relationships.
  • Morgan Stanley is committed to diversity and inclusion, providing a supportive culture for employees.

Matching Summary

The Producing Branch Manager focuses on driving revenue and managing risk within their branch.

Skills & Requirements

Must-have

  • Client relationship management
  • Team leadership skills
  • Sales performance accountability

Nice-to-have

  • Strong communication skills
  • Critical thinking ability
  • Diversity and inclusion commitment

Key Requirements

  • Bachelor’s degree required
  • 5+ years of experience as a Financial Advisor
  • Active Series 7 and 66 registrations

Work Rights

Not specified

Tailored Resume

Cover Letter