Branch Service Leader & People Coach

Morgan Stanley; Purchase (NY); On-site; USD 110,000 - 150,000; Full time

Job summary

Morgan Stanley is seeking a Business Service Officer to supervise Support Professionals and drive service initiatives within the Branch network in Purchase, NY. You will lead, coach and mentor teams to deliver a high standard of client care while partnering with Market Sales, Risk and HR to align strategy and operations.

You will oversee performance reviews, onboarding, and coverage for Financial Advisors, ensuring efficiency, compliance and continuous improvement across branches.

Qualifications

• Bachelor's degree required or equivalent education.
• Previous industry experience preferred.
• Licenses such as Series 7/66 or equivalents may be required by management.

Responsibilities

• Lead the Branch in executing the organization's strategic priorities with coaching on behavior, quality, and compliance.
• Supervise a team of Support Professionals and Service Professionals.
• Promote cross-training, learning, development and recognition of staff within the market.
• Facilitate interviewing, selection and onboarding of new hires, including Financial Advisors and Support Professionals.
• Partner with MBSO and HR on performance reviews, performance management and conflict resolution.
• Maintain relationships with Branch, Market, Region and Home Office, including meetings and national calls.
• Conduct regular one‑on‑one meetings for coaching and career planning; address service needs with Advisor teams.
• Manage coverage for Financial Advisors and oversee Support Professional workloads.
• Identify recognition opportunities through sharing best practices and achievements.
• Promote a branch culture aligned with Firm values, diversity and inclusion.

Skills

Communication

Attention to detail

Prioritization

Leadership

Supervisory experience

Organization

Conflict resolution

Relationship management

Strategic thinking

Risk & Compliance knowledge

Education

Bachelor's degree or equivalent

Job description

Morgan Stanley is seeking a Business Service Officer to supervise Support Professionals and drive service initiatives within the Branch network in Purchase, NY. You will lead, coach and mentor teams to deliver a high standard of client care while partnering with Market Sales, Risk and HR to align strategy and operations.

You will oversee performance reviews, onboarding, and coverage for Financial Advisors, ensuring efficiency, compliance and continuous improvement across branches.