Branch Service Leader & Team Coach

PowerToFly; Fort Worth (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Morgan Stanley is seeking a Business Service Officer to lead branch teams of Support and Service Professionals, ensuring alignment with strategic priorities and firm policies. The role includes coaching, onboarding, performance reviews, and cross‑functional collaboration with Sales and Risk teams.

The ideal candidate will demonstrate strong leadership, exceptional communication, and the ability to drive process improvements while managing budgets and stakeholder relations across the Market and

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.

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

Skills

Leadership

Effective communication

Attention to detail

Prioritization

People management

Conflict resolution

Time management

Strategic thinking

Education

Bachelor’s degree or equivalent

Series 7/9/10/66/63/65 licenses

Job description

Morgan Stanley is seeking a Business Service Officer to lead branch teams of Support and Service Professionals, ensuring alignment with strategic priorities and firm policies. The role includes coaching, onboarding, performance reviews, and cross‑functional collaboration with Sales and Risk teams.

The ideal candidate will demonstrate strong leadership, exceptional communication, and the ability to drive process improvements while managing budgets and stakeholder relations across the Market and