Branch Service Leader: Coaching, Ops & Impact

Morgan Stanley; McLean (VA); On-site; USD 85,000 - 140,000; Full time

Benefits offered by this job

Medical benefits

Dental and Vision

Retirement plan (401k)

Job summary

Morgan Stanley in McLean, VA seeks a Business Service Officer to supervise Support Professionals, align service functions across branches, and partner with Market Sales and Risk to execute initiatives.

You will lead, coach, interview and onboard new hires, manage budgets, and drive process improvements while maintaining policy compliance. This role reports to the Market Business Service Officer.

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

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; 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

Skills

Effective written and verbal comms

Attention to detail

Prioritization

Issue identification & resolution

Leadership & talent development

Supervisory experience

Organization & time management

Conflict resolution

Relationship management

Risk & Compliance knowledge

Strategic thinking

Education

Bachelor’s degree or equivalent

Active Series 7, 9, 10, 66/63, 65 licenses

Job description

Morgan Stanley in McLean, VA seeks a Business Service Officer to supervise Support Professionals, align service functions across branches, and partner with Market Sales and Risk to execute initiatives.

You will lead, coach, interview and onboard new hires, manage budgets, and drive process improvements while maintaining policy compliance. This role reports to the Market Business Service Officer.