Branch Service Leader: People & Operations

Morgan Stanley; Lexington (KY); On-site; USD 70,000 - 100,000; Full time

Job summary

Morgan Stanley in Lexington, KY is seeking a Business Service Officer to supervise Support Professionals and execute service functions within assigned branches. The role partners with Market Sales and Risk to ensure effective client service and operational execution.

The BSO will lead, mentor and onboard staff, drive process improvements, and maintain strong cross-functional relationships while championing the Firm’s risk/compliance policies and core values.

Qualifications

• Education: Bachelor’s degree or equivalent; Licenses: Series 7 (GS), Series 9 and Series 10 (SU), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) as required by role.

Responsibilities

• Lead the Branch in executing strategic priorities with coaching on behavior, quality, and policy compliance.
• Supervise a team of Support and Service Professionals and promote cross-training and development.
• Oversee onboarding of new hires including Financial Advisors and Support Professionals.
• Collaborate with Market Sales, Risk, and HR on people management including performance reviews.
• Manage relationships across Branch, Market, Region, and Home Office and participate in meetings and calls.

Skills

Written and verbal communication

Attention to detail

Prioritization

Issue and trend analysis

Leadership and talent development

Supervisory experience

Organization and time management

Conflict resolution

Relationship management

Risk & compliance knowledge

Strategic thinking

Education

Bachelor's degree or equivalent

Job description

Morgan Stanley in Lexington, KY is seeking a Business Service Officer to supervise Support Professionals and execute service functions within assigned branches. The role partners with Market Sales and Risk to ensure effective client service and operational execution.

The BSO will lead, mentor and onboard staff, drive process improvements, and maintain strong cross-functional relationships while championing the Firm’s risk/compliance policies and core values.