Branch Leader, Wealth Management Growth

Morgan-Stanley; Green Bay (WI); On-site; USD 90,000 - 150,000; Full time

Job summary

Morgan Stanley seeks a Branch Manager to drive revenue, manage risk, and deliver superior client service at the Green Bay branch. The role emphasizes hiring and retaining Financial Advisors, building cohesive teams, and leading with integrity to meet branch and market goals. Compliance and ethical practices are foundational to daily operations.

You will report to the Market Executive and collaborate with regional leadership to align with enterprise priorities and regulatory standards.

Qualifications

• Effective written and verbal communication skills.
• Ability to think critically and make sound business decisions.
• Experience leading and developing a team of professionals.
• Ability to interact with senior management, Financial Advisors, support staff and clients.

Responsibilities

• Drive revenue growth and profitability for the branch.
• Recruit, retain and develop Financial Advisors and staff.
• Provide leadership and accountability for branch results.
• Ensure compliance with federal, state and local laws and regulations.
• Lead by example to maintain high morale and performance.
• Coordinate sales, marketing and regional initiatives to grow market share.

Skills

Communication

Leadership

Team management

Critical thinking

Attention to detail

Stakeholder management

Project ownership

Time management

Job description

Morgan Stanley seeks a Branch Manager to drive revenue, manage risk, and deliver superior client service at the Green Bay branch. The role emphasizes hiring and retaining Financial Advisors, building cohesive teams, and leading with integrity to meet branch and market goals. Compliance and ethical practices are foundational to daily operations.

You will report to the Market Executive and collaborate with regional leadership to align with enterprise priorities and regulatory standards.