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 an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
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 regulatory compliance
Fiscal and personnel management
Nice-to-have
Coaching and mentoring Financial Advisors
Leveraging firm resources effectively
Promoting corporate initiatives
Commitment to diversity and inclusion
Key Requirements
5+ years as Financial Advisor or Branch Management experience
Bachelor's degree or equivalent experience
Active Series 7, 8 (or 9 and 10), 66 (or 63 and 65), and 3 registrations