Job summary
Job post source
This job is directly from Morgan Stanley
Job overview
The Branch Manager, Non-Producing at Morgan Stanley is responsible for driving revenue, managing branch profitability, risk, and client service while leading and developing teams and recruiting Financial Advisors.
Responsibilities and impact
The role involves fiscal and personnel management, compliance oversight, driving sales through firm initiatives, team building, leadership in branch growth and ethical practices, and accountability for branch performance and regulatory compliance.
Experience and skills
Requires 5+ years of related experience managing a substantial branch or equivalent, active Series 7, 8 (or 9 and 10), 66 (or 63 and 65), and 3 registrations, strong communication, critical thinking, team management, and organizational skills.
Career development
Morgan Stanley offers opportunities for career mobility within the firm for those demonstrating passion and grit, supported by a collaborative and diverse work environment.
Work environment and culture
Morgan Stanley values client-first service, integrity, diversity, inclusion, and collaboration, providing a supportive environment with comprehensive benefits and a commitment to equal employment opportunity.
Company information
Morgan Stanley is a global financial services firm with over 89 years of history, operating in 42 countries with more than 80,000 employees, known for its client service and commitment to diversity and excellence.
Team overview
The Branch Manager reports to the Market Executive and leads Financial Advisors, Branch Support Staff, and sometimes Resident or Producing Branch Managers, focusing on team development and leadership.
Unique job features
The role is distinguished by its leadership focus on non-producing management, recruitment and retention of Financial Advisors, and accountability for branch compliance and performance.
Company overview
Morgan Stanley is a leading global financial services firm that provides investment banking, securities, wealth management, and investment management services. The company generates revenue through advisory fees, trading commissions, asset management fees, and interest income from lending activities. Founded in 1935, Morgan Stanley has a rich history marked by its role in major financial transactions and its resilience through economic cycles. The firm is known for its strong client relationships and innovative financial solutions.
How to land this job
Position your resume to underscore leadership in branch management, emphasizing fiscal responsibility, team building, and compliance oversight, which are central to Morgan Stanley's Branch Manager role.
Highlight your expertise in recruiting and retaining financial advisors, along with your ability to drive revenue growth and manage risk effectively within a branch setting.
Apply through multiple channels including Morgan Stanley's official careers page, LinkedIn, and reputable job boards to maximize your application visibility.
Connect on LinkedIn with current Branch Managers, Market Executives, or team members in Morgan Stanley Wealth Management; start conversations by referencing recent branch initiatives, expressing genuine interest in their leadership approach, or asking about their experience managing compliance and recruitment challenges.
Optimize your resume for ATS by incorporating keywords such as 'branch management,' 'risk management,' 'financial advisor recruitment,' 'compliance,' 'team leadership,' and 'profit growth' to ensure automated systems recognize your fit for the role.
Utilize Jennie Johnson's Power Apply feature to automate tailored applications, identify multiple application portals, and discover LinkedIn contacts for networking, freeing you to focus on strategic interview preparation and skill development.
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