Branch Service Leader & People Development

PowerToFly; Oak Brook (IL); On-site; USD 120,000 - 170,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k) plan

Paid time off

Parental leave

Holidays

Job summary

Morgan Stanley in Oak Brook, IL seeks a Business Service Officer to lead a team of Support Professionals and drive branch service delivery with senior leadership.

You will oversee operations, partner with Market Sales and Risk, and implement initiatives across the branch network. A bachelor’s degree and active Series 7/9/10/66 or 63/65 licenses are required; supervisory experience in financial services is preferred. This full‑time role offers a competitive salary and comprehensive benefits.

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
• Administer other duties as delegated by the Market Business Service Officer

Skills

Leadership

Team Management

Communication

Financial services knowledge

Regulatory/compliance knowledge

Education

Bachelor’s degree or equivalent education

Job description

Morgan Stanley in Oak Brook, IL seeks a Business Service Officer to lead a team of Support Professionals and drive branch service delivery with senior leadership.

You will oversee operations, partner with Market Sales and Risk, and implement initiatives across the branch network. A bachelor’s degree and active Series 7/9/10/66 or 63/65 licenses are required; supervisory experience in financial services is preferred. This full‑time role offers a competitive salary and comprehensive benefits.