Branch Service Leader

Morgan Stanley; Lexington (VA); On-site; USD 85,000 - 110,000; Full time

Job summary

Morgan Stanley is seeking a Business Service Officer to supervise Support Professionals and drive service initiatives across branches in the market. The role partners with Market Sales and Risk teams to ensure execution of business priorities.

Responsibilities include coaching, onboarding new hires including Financial Advisors, and facilitating annual reviews and conflict resolution while maintaining strong cross-branch relationships and adherence to firm policies.

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 Series65 (RA) required.
• Previous industry experience.
• Other licenses as required for the role or by management.

Responsibilities

• Lead the Branch in executing the organization’s strategic priorities by influencing and coaching behavioral 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.
• 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.
• Administer other duties as delegated by the Market Business Service Officer.

Skills

Effective written and verbal comms

Strong attention to detail

Prioritize and resolve complex needs

Think strategically

Leadership and talent development

Supervisory experience

Education

Bachelor’s degree

Job description

Morgan Stanley is seeking a Business Service Officer to supervise Support Professionals and drive service initiatives across branches in the market. The role partners with Market Sales and Risk teams to ensure execution of business priorities.

Responsibilities include coaching, onboarding new hires including Financial Advisors, and facilitating annual reviews and conflict resolution while maintaining strong cross-branch relationships and adherence to firm policies.