Branch Leader – Wealth Management & Revenue Growth

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

Job summary

Morgan Stanley is seeking a Non-Producing Branch Manager to lead a Wealth Management branch in the US. The role focuses on revenue growth, profitability, risk management, and delivering superior client service while building strong, cohesive teams.

The position emphasizes recruiting and retaining Financial Advisors, ensuring regulatory compliance, and driving ethical business practices. Strong leadership and strategic thinking are essential.

Qualifications

• 5 or more years of related experience and/or training including demonstrated success 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 businessonly)
• Other licenses asrequiredfor role or by management
• Effective written and verbal communication skills

Responsibilities

• Drive revenue, increase profit before taxes, and manage risk within the branch.
• Recruit and retain Financial Advisors and build cohesive teams.
• Lead and mentor the branch team with clear accountability for results.
• Ensure regulatory compliance and uphold high ethical standards across the branch.
• Report to Market Executive and collaborate with regional leadership.

Skills

Effective communication

Critical thinking

Team management

Attention to detail

Stakeholder interaction

Tools

Series 7/8/9/10

Series 66/63/65

Other licenses

Job description

Morgan Stanley is seeking a Non-Producing Branch Manager to lead a Wealth Management branch in the US. The role focuses on revenue growth, profitability, risk management, and delivering superior client service while building strong, cohesive teams.

The position emphasizes recruiting and retaining Financial Advisors, ensuring regulatory compliance, and driving ethical business practices. Strong leadership and strategic thinking are essential.