Branch Service Leader: Elevate Client Experience & Ops

Morgan Stanley; Purchase (NY); Sur place; USD 120 000 - 170 000; Plein temps

Résumé du poste

Morgan Stanley, in Purchase, NY, seeks a Business Service Officer to supervise Support Professionals and execute service functions within branches. You will collaborate with Market Sales and Risk teams to ensure policy alignment and drive service initiatives.

Reporting to the Market Business Service Officer, you will lead a team, coach performance, manage onboarding, and foster a culture of diversity, inclusion and operational excellence across the market.

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

Responsabilités

• 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

Connaissances

Leadership

People Management

Communication

Risk & Compliance

Strategic thinking

Time management

Conflict resolution

Relationship building

Formation

Bachelor's degree

Industry experience

Licenses: Series 7/66/63/65

Description du poste

Morgan Stanley, in Purchase, NY, seeks a Business Service Officer to supervise Support Professionals and execute service functions within branches. You will collaborate with Market Sales and Risk teams to ensure policy alignment and drive service initiatives.

Reporting to the Market Business Service Officer, you will lead a team, coach performance, manage onboarding, and foster a culture of diversity, inclusion and operational excellence across the market.