Branch Service & People Leader

Morgan Stanley; Houston (TX); On-site; USD 85,000 - 110,000; Full time

Job summary

Morgan Stanley’s Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience with an elevated standard of care in the Houston region. The BSO supervises the Support Professionals and executes all business and service functions within the assigned branches, reporting to the Market Business Service Officer.

In this role you will partner with Market Sales and Risk teams, lead staff development, manage interviews and onboarding for Financial

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.
• Previous supervisory experience preferred.

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 Operational Oversight

Skills

Leadership

People management

Communication

Policy compliance

Risk & Compliance knowledge

Strategic thinking

Team mentoring

Coaching

Organizational skills

Education

Bachelor’s degree or equivalent

Tools

Series 7 (GS), Series 9/10, Series 66/63/65

Job description

Morgan Stanley’s Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience with an elevated standard of care in the Houston region. The BSO supervises the Support Professionals and executes all business and service functions within the assigned branches, reporting to the Market Business Service Officer.

In this role you will partner with Market Sales and Risk teams, lead staff development, manage interviews and onboarding for Financial