Branch Leader: Grow Revenue, Build Teams, Ensure Compliance

Morgan Stanley; Eagle (ID); On-site; USD 120,000 - 180,000; Full time

Job summary

Morgan Stanley in Idaho is seeking a Non-Producing Branch Manager to lead and manage a branch within the Wealth Management Group. You will drive sales, mentor Financial Advisors, recruit talent, and ensure sound risk and regulatory practices across the branch.

The role emphasizes leadership, team development, and accountability for branch results, with reporting to the Market Executive and direct oversight of branch staff and advisors.

Qualifications

• 5+ years of related experience managing a substantial branch office or equivalent.
• Active Series 7, 8 (or 9 and 10), 66 (or 63 and 65) and 3 registrations (Series 31 acceptable if branch conducts managed futures business)

Responsibilities

• Drive revenue and profitability within the branch.
• Recruit and retain Financial Advisors and build cohesive teams.
• Ensure fiscal, personnel, ethics, and regulatory compliance for the branch.

Skills

Communication

Critical thinking

Team management

Attention to detail

Stakeholder interaction

Project ownership

Time management

Tools

Series 7/8/9/10

Series 63/65/66

Job description

Morgan Stanley in Idaho is seeking a Non-Producing Branch Manager to lead and manage a branch within the Wealth Management Group. You will drive sales, mentor Financial Advisors, recruit talent, and ensure sound risk and regulatory practices across the branch.

The role emphasizes leadership, team development, and accountability for branch results, with reporting to the Market Executive and direct oversight of branch staff and advisors.