Branch Leader: Grow Revenue, Lead Teams, Elevate Service

Morgan Stanley; Napa (CA); On-site; USD 190,000 - 200,000; Full time

Job summary

Morgan Stanley in Napa, CA seeks a Non-Producing Branch Manager to lead revenue growth, profitability, and risk management at the branch level. You’ll recruit and retain Financial Advisors, build cohesive teams, and ensure exceptional client service with ethical practices.

The role reports to the Market Executive and focuses on leadership, personnel development, and compliance across the branch, while driving regional initiatives and performance metrics.

Qualifications

• 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 (Series 31 acceptable if branch conducts managed futures business).
• Strong leadership and people-management abilities.

Responsibilities

• Drive revenue, increase profit before taxes, and manage risk within the branch.
• Recruit and retain Financial Advisors and develop cohesive teams.
• Provide leadership and accountability for branch results and ethics/practices.

Skills

Strategic leadership

Team building

Sales & revenue growth

Regulatory compliance

Communication

Job description

Morgan Stanley in Napa, CA seeks a Non-Producing Branch Manager to lead revenue growth, profitability, and risk management at the branch level. You’ll recruit and retain Financial Advisors, build cohesive teams, and ensure exceptional client service with ethical practices.

The role reports to the Market Executive and focuses on leadership, personnel development, and compliance across the branch, while driving regional initiatives and performance metrics.