Branch Service & People Leader

Morgan-Stanley; Long Beach (CA); Presencial; USD 120 000 - 170 000; Tempo integral

Resumo da oferta

Morgan Stanley in Long Beach is seeking a Business Service Officer to lead a team of Support Professionals and execute branch service initiatives. You will report to the Market Business Service Officer and ensure adherence to Firm policies, risk controls, and client service standards.

The role requires a bachelor’s degree and active securities licenses (Series 7/66 or 63/65 as applicable). You will collaborate with Sales teams, provide coaching, manage budgets, and drive process improvements to

Qualificações

• Bachelor’s degree required.
• Active Series 7, Series 9 & 10 or Series 63 & 65 are required.
• Other licenses as required for the role.
• Experience supervising and developing Support Professionals.

Responsabilidades

• Lead branch operations and supervise Support Professionals.
• Partner with Market Sales teams to execute service initiatives.
• Mentor, coach and evaluate performance of staff.
• Manage budgeting, travel and expenses per firm policies.
• Support training, onboarding and escalation resolution.

Conhecimentos

Leadership

Communication

Supervision

Attention to detail

Risk & Compliance

Strategic thinking

Formação académica

Bachelor’s degree

Descrição da oferta de emprego

Morgan Stanley in Long Beach is seeking a Business Service Officer to lead a team of Support Professionals and execute branch service initiatives. You will report to the Market Business Service Officer and ensure adherence to Firm policies, risk controls, and client service standards.

The role requires a bachelor’s degree and active securities licenses (Series 7/66 or 63/65 as applicable). You will collaborate with Sales teams, provide coaching, manage budgets, and drive process improvements to