Producing Branch Leader: Grow Revenue & Build Elite Team

Morgan Stanley; Charlottesville (VA); Presencial; USD 140.000 - 180.000; Tempo integral

Resumo da vaga

Morgan Stanley seeks a Producing Branch Manager to drive revenue and manage risk in the Virginia branch. The role centers on building a high net worth client book, leading cohesive teams, and recruiting/retaining Financial Advisors.

You will ensure compliance with all laws and maintain superior client service. Responsibilities include fiscal and personnel management, ethical practices, and reporting to the Complex or Non-Producing Branch Manager.

Qualificações

• Bachelor’s degree required or equivalent
• At least 5 years of experience as a Financial Advisor or in branch management
• Active Series 7, 8 (or 9/10), 66 (or 63/65) and 3 registrations (Series 31 if managed futures)

Responsabilidades

• Build a client base of high net worth households.
• Manage client investment needs per Firm policies.
• Stay current on regulatory requirements and market developments.
• Recruit and retain Financial Advisors.
• Lead in leadership, ethics, and compliance within the branch.

Conhecimentos

Communication skills

Critical thinking

Team management

Attention to detail

Cross-functional collaboration

Formação

Bachelor’s degree

Licenses: Series 7/8/66/3

5+ years financial advisory/branch mgmt experience

Descrição da vaga

Morgan Stanley seeks a Producing Branch Manager to drive revenue and manage risk in the Virginia branch. The role centers on building a high net worth client book, leading cohesive teams, and recruiting/retaining Financial Advisors.

You will ensure compliance with all laws and maintain superior client service. Responsibilities include fiscal and personnel management, ethical practices, and reporting to the Complex or Non-Producing Branch Manager.