Branch Manager, Wealth Growth & Team Leadership

711 MS Smith Barney, LLC; Santa Monica (CA); Vor Ort; USD 190.000 - 200.000; Vollzeit

Zusammenfassung

Morgan Stanley Wealth Management in Santa Monica seeks a Branch Manager to drive revenue and profitability while managing risk and delivering exceptional client service. You will recruit and retain Financial Advisors, lead cohesive teams, and assume accountability for the branch’s results and ethics.

The role reports to the Market Executive and requires strong leadership and regulatory oversight. Success in this position hinges on deep product knowledge, strategic sales leadership, talent

Qualifikationen

• Effective written and verbal communication skills.
• Ability to think critically and advise senior stakeholders.
• Proven leadership of a branch team and direction for Financial Advisors.
• Strong attention to detail and governance.
• Ability to interact with senior management, Advisors, staff, clients and partners.
• Ability to own and drive branch-level projects and initiatives.
• Ability to organize, prioritize work and meet deadlines.

Aufgaben

• Drive revenue growth, profitability and risk management within the branch.
• Recruit, retain and develop Financial Advisors; build cohesive teams.
• Provide leadership and accountability for branch results and ethics/compliance.
• Direct recruitment, staffing, morale and performance initiatives to support branch goals.
• Lead by example to foster diversity, inclusion and high standards of service.
• Ensure regulatory and supervisory procedures are followed and reported to Market Executive.

Kenntnisse

Written and verbal communication

Critical thinking

Team leadership

Attention to detail

Stakeholder interaction

Project ownership

Prioritization and deadline management

Jobbeschreibung

Morgan Stanley Wealth Management in Santa Monica seeks a Branch Manager to drive revenue and profitability while managing risk and delivering exceptional client service. You will recruit and retain Financial Advisors, lead cohesive teams, and assume accountability for the branch’s results and ethics.

The role reports to the Market Executive and requires strong leadership and regulatory oversight. Success in this position hinges on deep product knowledge, strategic sales leadership, talent