Branch Service Leader & People Development Officer

Morgan Stanley; Town/Village of Harrison (NY); On-site; USD 120,000 - 170,000; Full time

Job summary

Morgan Stanley in Harrison, NY is seeking a Branch Leader to coach and guide a team of Support Professionals, aligning service delivery with the firm’s strategic priorities and policies. The role emphasizes leadership, onboarding, and cross-functional collaboration to ensure high-quality, compliant service.

The position reports to the Market Business Service Officer, with responsibilities spanning budgeting, HR partnerships, performance reviews, and regional/national communications.

Qualifications

• Bachelor’s degree required or equivalent education.
• Previous industry experience is required.
• 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.
• Consistently conduct Support Professional one‑on‑one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs.
• Manage and oversee Support Professionals coverage for Financial Advisors in the Branch.
• Identify Support Professional recognition opportunities within the market through sharing of best practices, success stories and achievements.
• Promote a branch culture that’s consistent with the Firm’s core values, including championing diversity and inclusion.

Skills

Communication skills

Attention to detail

Prioritization

Issue identification

Leadership

Supervisory experience

Organizational skills

Conflict resolution

Relationship management

Risk & Compliance knowledge

Strategic thinking

Education

Bachelor’s degree

Previous industry experience

Tools

Series 7/GS

Series 9/10

Series 66/AG/RA

Series 63/AG

Series 65/RA

Job description

Morgan Stanley in Harrison, NY is seeking a Branch Leader to coach and guide a team of Support Professionals, aligning service delivery with the firm’s strategic priorities and policies. The role emphasizes leadership, onboarding, and cross-functional collaboration to ensure high-quality, compliant service.

The position reports to the Market Business Service Officer, with responsibilities spanning budgeting, HR partnerships, performance reviews, and regional/national communications.