Branch Service Leader & People Coach

711 MS Smith Barney, LLC; Raleigh (NC); On-site; USD 120,000 - 170,000; Full time

Job summary

Morgan Stanley is seeking a Business Service Officer to lead branch operations, supervise Support Professionals, and drive service initiatives. You will partner with Market Sales, Risk, HR, and senior leadership to deliver on strategic priorities while upholding policy, training, and performance standards.

The role emphasizes people management, cross-functional collaboration, and operational oversight across branch activities, with emphasis on client experience and regulatory compliance.

Qualifications

• Bachelor’s degree or equivalent education required.
• Active financial licenses: Series 7, Series 9, Series 10, Series 66/63/65 or as required.
• Experience in supervision and performance management in a financial- services setting.

Responsibilities

• Lead the Branch in executing strategic priorities with coaching and focus on quality/compliance.
• Supervise a team of Support and Service Professionals.
• Facilitate onboarding and development of Advisors and their staff.
• Partner with MBSO and HR on performance reviews and conflict resolution.
• Manage relationships with Branch, Market, Region and Home Office.
• Oversee coverage of Support Professionals for Advisors and drive process improvements.

Skills

People management

Communication

Leadership

Coaching

Conflict resolution

Time management

Strategic thinking

Relationship management

Budget awareness

Education

Bachelor’s degree or equivalent education

Financial licenses (Series 7, 9, 10, 66/63/65)

Tools

Series 7

Series 9

Series 10

Series 66

Series 63

Series 65

Job description

Morgan Stanley is seeking a Business Service Officer to lead branch operations, supervise Support Professionals, and drive service initiatives. You will partner with Market Sales, Risk, HR, and senior leadership to deliver on strategic priorities while upholding policy, training, and performance standards.

The role emphasizes people management, cross-functional collaboration, and operational oversight across branch activities, with emphasis on client experience and regulatory compliance.