Branch Service Leader & People Coach

Socket.dev; National City (CA); On-site; USD 120,000 - 170,000; Full time

Job summary

Morgan Stanley is seeking a Branch Manager-level Business Service Officer to supervise Support Professionals and guide service initiatives across the branch network. The role emphasizes leadership, training, and collaboration with Complex Sales and Risk teams to ensure effective client service and regulatory compliance.

Reporting to the Complex Business Service Officer, you will manage performance, onboarding, and cross-functional communication while aligning with firm policies and strategic

Qualifications

• Bachelor’s degree or equivalent required.
• Industry experience in financial services.
• Active securities licenses required.

Responsibilities

• Lead the Branch in executing the organization’s strategic priorities with coaching and compliance.
• Supervise a team of Support Professionals and Service Professionals.
• Oversee onboarding and interviewing of new hires, including Financial Advisors and their staff.
• Collaborate with CBSO and HR on performance reviews, development plans and conflict resolution.
• Maintain strong relationships with Branch, Complex, Region and Home Office partners and participate in calls and meetings.

Skills

Leadership

Communication

Attention to detail

Problem solving

Strategic thinking

Time management

Conflict resolution

Relationship management

Mentoring

Supervisory experience

Risk & compliance knowledge

Education

Bachelor’s degree or equivalent

Securities licenses: Series 7, 8 (or 9/10) and 66 (or 63/65)

Job description

Morgan Stanley is seeking a Branch Manager-level Business Service Officer to supervise Support Professionals and guide service initiatives across the branch network. The role emphasizes leadership, training, and collaboration with Complex Sales and Risk teams to ensure effective client service and regulatory compliance.

Reporting to the Complex Business Service Officer, you will manage performance, onboarding, and cross-functional communication while aligning with firm policies and strategic