Branch Service Leader & Team Coach

Morgan Stanley; Columbus (OH); On-site; USD 85,000 - 125,000; Full time

Job summary

Morgan Stanley is seeking a Business Service Officer in Columbus, OH to oversee and develop the Branch service team, align operations with strategic goals, and ensure regulatory and policy compliance. You will mentor Support and Service Professionals, coordinate with Market Sales and Risk teams, and drive service initiatives across the branch network.

The role emphasizes leadership, communication, and cross-functional collaboration to improve client experience and operational efficiency within

Qualifications

• Bachelor’s degree required or equivalent education.
• Experience in financial services industry.
• 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
• 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
• Identify Support Professional recognition opportunities within the market through sharing of best practices, success stories and achievements
• Promote a branch culture that’s consistent with the Firm’s core values, including championing diversity and inclusion

Skills

People management

Leadership

Communication skills

Strategic thinking

Education

Bachelor's degree

Job description

Morgan Stanley is seeking a Business Service Officer in Columbus, OH to oversee and develop the Branch service team, align operations with strategic goals, and ensure regulatory and policy compliance. You will mentor Support and Service Professionals, coordinate with Market Sales and Risk teams, and drive service initiatives across the branch network.

The role emphasizes leadership, communication, and cross-functional collaboration to improve client experience and operational efficiency within