Branch Manager, Producing

Morgan Stanley UK

Columbia, United States
$50,000 - $95,000 yr; bonus/equity: eligible for a...
Drive revenue and manage risk
Build and maintain client relationships
Recruit and retain financial advisors
The Producing Branch Manager's primary focus is to drive revenue, manage risk, and continue to build a book of business within their branch

Job Summary

  • The Producing Branch Manager's primary focus is to drive revenue, manage risk, and continue to build a book of business within their branch.
  • Job functions include maintaining superior client service, developing cohesive teams, providing consistent leadership, and assuming accountability for branch results, with a strong emphasis on recruiting and retaining Financial Advisors.
  • Morgan Stanley offers a full spectrum of benefits including Medical, Dental, Vision, 401(k), and Paid Time Off, supporting employees and their families along their work-life journey.

Matching Summary

The Producing Branch Manager's primary focus is to drive revenue, manage risk, and continue to build a book of business within their branch.

Salary

$50,000 - $95,000 Yr; Bonus/Equity: Eligible for annual discretionary incentive compensation award and business unit incentive plan; Benefits: Medical, Prescription Drug, Dental, Vision, HSA, FSA, Life Insurance, Disability, PTO, 10 Paid Holidays, 401(k)

Skills & Requirements

Must-have

  • Drive revenue and manage risk
  • Build and maintain client relationships
  • Recruit and retain Financial Advisors
  • Fiscal and personnel management
  • Adherence to Federal, State, and Local laws

Nice-to-have

  • Superior and consistent client service
  • Develop cohesive teams
  • Positive morale and ethical practices
  • Commitment to diversity and inclusion

Key Requirements

  • Bachelor’s degree or equivalent experience
  • 5+ years as a Financial Advisor or comparable management experience
  • Active Series 7, 8 (or 9 and 10), 66 (or 63 and 65), and 3 registrations
  • Ability to manage a team
  • Effective written and verbal communication skills

Work Rights

Not specified

Tailored Resume

Cover Letter