Branch Service Leader & Talent Coach

Morgan Stanley

Menlo Park (CA)

On-site

USD 120,000 - 165,000

Full time

14 days+
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Job summary

Morgan Stanley in Menlo Park is looking for a leader to drive strategic priorities in the Branch. This role involves mentoring Support Professionals, overseeing their coverage, and facilitating new hire onboarding processes.

The ideal candidate will possess a Bachelor’s degree, relevant industry experience, and active licenses. The compensation package includes base pay between $120,000 - $165,000 per year, alongside commissions and bonuses.

Qualifications

  • Active Series 7, 8 (or 9 and 10), and 66 (or 63 and 65).
  • Previous supervisory experience preferred.
  • Knowledge of Firm’s Risk & Compliance policies.

Responsibilities

  • Lead the Branch in executing strategic priorities.
  • Mentor and supervise a team of Support Professionals.
  • Manage and oversee Support Professionals coverage.
  • Facilitate the onboarding of new hires.

Skills

Effective written and verbal communication skills
Strong attention to detail
Exceptional conflict resolution skills
Ability to think strategically
Leadership and talent development capabilities

Education

Bachelor’s degree or equivalent education

Job description

Morgan Stanley in Menlo Park is looking for a leader to drive strategic priorities in the Branch. This role involves mentoring Support Professionals, overseeing their coverage, and facilitating new hire onboarding processes.

The ideal candidate will possess a Bachelor’s degree, relevant industry experience, and active licenses. The compensation package includes base pay between $120,000 - $165,000 per year, alongside commissions and bonuses.

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