Branch Service Leader: People & Process Excellence

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

Job summary

Morgan Stanley is seeking a Business Service Officer to supervise Support Professionals and execute branch service functions within the assigned markets. The role reports to the Market Business Service Officer and collaborates with Market Sales and Risk teams to deliver on service initiatives.

The ideal candidate will have a Bachelor's degree, required securities licenses (Series 7/9/10, 66/65 etc.), strong leadership, and the ability to manage budgets and stakeholder relationships effectively.

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.

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.
• Supervise a team of Support and Service Professionals and conduct one-on-one coaching sessions.
• Partner with Market Sales, Risk teams and HR on performance reviews, onboarding, and development.
• Identify process improvements to boost productivity and drive efficiencies across the branch.

Skills

Leadership

Communication

Strategic thinking

Time management

Education

Bachelor's degree

Job description

Morgan Stanley is seeking a Business Service Officer to supervise Support Professionals and execute branch service functions within the assigned markets. The role reports to the Market Business Service Officer and collaborates with Market Sales and Risk teams to deliver on service initiatives.

The ideal candidate will have a Bachelor's degree, required securities licenses (Series 7/9/10, 66/65 etc.), strong leadership, and the ability to manage budgets and stakeholder relationships effectively.