Branch Service & People Manager

Morgan Stanley; Long Beach (CA); On-site; USD 120,000 - 170,000; Full time

Job summary

Morgan Stanley in Long Beach, CA seeks a Business Service Officer to lead and develop a team of Support Professionals, align operations with strategic priorities, and ensure top‑tier client service. You will partner with Market Sales and HR on performance, onboarding, and cross‑training initiatives.

Ideal candidates bring strong leadership, risk awareness, and relationship skills to drive consistency, efficiencies, and a diverse, inclusive branch culture.

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/MRBSO 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.
• Administer other duties as delegated by the Market Business Service Officer/Market Risk and Business Service Officer.

Skills

Leadership

Coaching

Client service

Communication

Attention to detail

Strategic thinking

Conflict resolution

Time management

Relationship management

Risk & compliance knowledge

People management

Education

Bachelor’s degree or equivalent education

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

Job description

Morgan Stanley in Long Beach, CA seeks a Business Service Officer to lead and develop a team of Support Professionals, align operations with strategic priorities, and ensure top‑tier client service. You will partner with Market Sales and HR on performance, onboarding, and cross‑training initiatives.

Ideal candidates bring strong leadership, risk awareness, and relationship skills to drive consistency, efficiencies, and a diverse, inclusive branch culture.