Branch Service & Operations Leader

PowerToFly; Charleston (WV); On-site; USD 80,000 - 110,000; Full time

Job summary

Morgan Stanley in Charleston, WV seeks a Business Service Officer to supervise Support Professionals and oversee service delivery within the branch. You will partner with Market Sales and Risk teams to ensure execution of initiatives and lead a team focused on consistent, high-quality client service.

Responsibilities include interviewing and onboarding, performance reviews, and maintaining strong relationships across branches and home office.

Qualifications

• Bachelor’s degree required or equivalent education.
• Previous industry experience.
• Active Series 7 (GS) and Series 9/10 (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.
• Maintain strong relationships with key partners within the Branch, Market, Region and Home Office including participation in team meetings, regional and national calls.

Skills

Leadership

Communication

Time management

Conflict resolution

Strategic thinking

Relationship management

Education

Bachelor's degree or equivalent

Series licenses (see description)

Job description

Morgan Stanley in Charleston, WV seeks a Business Service Officer to supervise Support Professionals and oversee service delivery within the branch. You will partner with Market Sales and Risk teams to ensure execution of initiatives and lead a team focused on consistent, high-quality client service.

Responsibilities include interviewing and onboarding, performance reviews, and maintaining strong relationships across branches and home office.