Branch Service Leader | People & Operations Champion

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

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

401(k)

Job summary

Morgan Stanley’s Business Service Officers (BSO) provide leadership in Branch operations, shaping client service across the market and supervising Support Professionals. The role partners with Market Sales, Risk and HR to drive service initiatives and uphold firm policies.

A Bachelor’s degree and active securities licenses are required, with strong communication and leadership skills essential for success. The BSO will report to the Market Business Service Officer, overseeing budgeting,

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.
• Effective written and verbal communication skills.
• Strong attention to detail.

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.

Skills

People leadership

Communication

Organizational skills

Budget management

Training & development

Conflict resolution

Relationship management

Education

Bachelor’s degree or equivalent education

Series 7, Series 9, Series 10, Series 66 or Series 63 & Series 65 licenses

Job description

Morgan Stanley’s Business Service Officers (BSO) provide leadership in Branch operations, shaping client service across the market and supervising Support Professionals. The role partners with Market Sales, Risk and HR to drive service initiatives and uphold firm policies.

A Bachelor’s degree and active securities licenses are required, with strong communication and leadership skills essential for success. The BSO will report to the Market Business Service Officer, overseeing budgeting,