Branch Manager: Growth Leader in Wealth Management

711 MS Smith Barney, LLC

Green Bay (WI)

On-site

USD 120,000 - 170,000

Full time

5 days ago
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Job summary

Morgan Stanley is seeking a Branch Manager to drive revenue, profit before taxes, and risk management in the Green Bay market. The role emphasizes recruiting and retaining Financial Advisors, building strong teams, and delivering top-tier client service.

You will report to the Market Executive and oversee compliance and branch performance. The candidate should bring 5+ years of branch leadership experience in wealth management, active licenses, and a track record of ethical leadership and team

Qualifications

  • 5 or more years of related experience and/or training including demonstrated success managing a substantial branch office or equivalent.

Responsibilities

  • Recruit and retain Financial Advisors.
  • Develop cohesive teams and provide consistent leadership.
  • Provide accountability for branch results and risk management.
  • Oversee regulatory compliance and ethical practices across the branch.
  • Lead by example to motivate and mentor staff and advisors.

Skills

Effective written and verbal comms
Critical thinking
Team leadership
Attention to detail
Stakeholder interaction
Branch-level project ownership
Time management

Job description

Morgan Stanley is seeking a Branch Manager to drive revenue, profit before taxes, and risk management in the Green Bay market. The role emphasizes recruiting and retaining Financial Advisors, building strong teams, and delivering top-tier client service.

You will report to the Market Executive and oversee compliance and branch performance. The candidate should bring 5+ years of branch leadership experience in wealth management, active licenses, and a track record of ethical leadership and team

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