Branch Service Leader - People & Operations

PowerToFly; Lake Oswego (OR); On-site; USD 90,000 - 130,000; Full time

Job summary

Morgan Stanley in Portland is seeking a Business Service Officer to supervise Support and Service Professionals, manage branch operations, and drive service improvements. You will partner with the Complex Business Service Officer and HR on performance reviews and staffing, ensuring consistent policy adherence and high-quality client service.

The role emphasizes leadership, risk awareness, and cross-functional collaboration across the Branch and Complex to deliver on strategic priorities and

Qualifications

• Bachelor’s degree required or equivalent education.
• Active securities licenses are required for the role.
• Familiarity with risk and compliance policies is expected.

Responsibilities

• Lead and supervise a team of Support Professionals and Service Professionals.
• Oversee branch operations, budget monitoring, and policy adherence.
• Facilitate interview, onboarding, and performance discussions with staff.
• Collaborate with CBSO and HR on people management and annual reviews.
• Promote training, cross-training, and recognition within the team.
• Coordinate with partners across Branch, Complex, Region and Home Office.

Skills

Effective written and verbal comms

Attention to detail

Prioritize complex needs

Issue spotting & solutions

Leadership & talent development

Supervisory experience

Organization & time management

Conflict resolution

Relationship management

Risk & Compliance knowledge

Strategic thinking

Education

Bachelor’s degree or equivalent

Active Series 7 & 8 (or 9/10) and 66 (or 63/65)

Other licenses as required

Job description

Morgan Stanley in Portland is seeking a Business Service Officer to supervise Support and Service Professionals, manage branch operations, and drive service improvements. You will partner with the Complex Business Service Officer and HR on performance reviews and staffing, ensuring consistent policy adherence and high-quality client service.

The role emphasizes leadership, risk awareness, and cross-functional collaboration across the Branch and Complex to deliver on strategic priorities and