Branch Service Lead: People & Process Champion

Socket.dev; Illinois; On-site; USD 120,000 - 170,000; Full time

Benefits offered by this job

Medical

Prescription Drug

Dental

Vision

401(k)

Paid Time Off

Paid Holidays

Parental Leave

Life Insurance

Job summary

Morgan Stanley’s Morgan Stanley Wealth Management division seeks a Business Service Officer to supervise Support Professionals and drive service excellence across branches. The role partners with Market Sales and Risk teams to execute strategic service initiatives and to mentor staff in performance and career development.

The position involves leading talent, maintaining strong partner relationships, managing budgets, and ensuring adherence to firm policies while supporting regional and national

Qualifications

• Bachelor’s degree required or equivalent education.
• Active Series 7 (GS), Series 9 and Series 10 (SU), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required.
• Other licenses as required for the role or by management.
• Effective written and verbal communication skills.
• Strong attention to detail.
• Ability to prioritize and resolve complex needs and escalates as necessary.
• Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies.
• Evidence of strong leadership and talent development capabilities.
• Previous supervisory experience preferred.
• Exceptional organizational and time management skills.
• Exceptional conflict resolution skills.
• Ability to manage relationships, motivate and lead groups of people at various levels throughout the market.
• Knowledge of Firm’s Risk & Compliance policies.
• Ability to think strategically.

Responsibilities

• Lead the Branch in executing the organization’s strategic priorities by influencing and coaching behavioural change with a focus on consistency, quality, and compliance with Firm policies and procedures
• Lead, mentor, and supervise a team of Support and Service Professionals
• Promote cross-training, learning, development and recognition of Service and Support Professionals within the market
• Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals
• Partner with MBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution
• Maintain strong relationships with key partners within the Branch, Market, Region and Home Office including participation in team meetings, regional and national calls
• Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs
• Manage and oversee Support Professionals coverage for Financial Advisors in the Branch
• Identify Support Professional recognition opportunities within the market through sharing of best practices, success stories and achievements
• Promote a branch culture that’s consistent with the Firm’s core values, including championing diversity and inclusion
• Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies
• Facilitate and manage resolution of client inquiries/requests
• Participate in national calls to learn about new platform changes, policy and procedure updates, share best practices and learn about other timely updates
• Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies
• Additional operational oversight may be required
• Administer other duties as delegated by the Market Business Service Officer

Skills

Leadership

People Management

Communication

Client Relationship Management

Strategic Thinking

Risk & Compliance knowledge

Budgeting & Expense management

Training & Coaching

Education

Bachelor’s degree or equivalent

Series 7 (GS)

Series 9 & Series 10 (SU)

Series 66 (AG/RA) or Series 63/65 (AG/RA)

Other licenses as required

Job description

Morgan Stanley’s Morgan Stanley Wealth Management division seeks a Business Service Officer to supervise Support Professionals and drive service excellence across branches. The role partners with Market Sales and Risk teams to execute strategic service initiatives and to mentor staff in performance and career development.

The position involves leading talent, maintaining strong partner relationships, managing budgets, and ensuring adherence to firm policies while supporting regional and national