Producing Branch Manager: Growth, Leadership & Recruiting

Morgan Stanley; Lexington (KY); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Opportunities for career growth

Supportive and inclusive environment

Job summary

Morgan Stanley is seeking a Producing Branch Manager in Lexington, Kentucky, to focus on driving revenue and managing risk. This role involves maintaining superior client service, developing cohesive teams, and ensuring compliance with regulations.

The ideal candidate will have strong leadership abilities, extensive knowledge of financial markets, and a proven track record in branch management. The position offers significant opportunities for career growth and development in an inclusive environment.

Qualifications

• 5 or more years of experience as a Financial Advisor with a satisfactory production and compliance record.
• Active Series 7, 8 (or 9 and 10), 66 (or 63 and 65) registrations.

Responsibilities

• Drive revenue and manage risks within the branch.
• Build and maintain a client base of high net worth households.
• Lead recruitment and retention of Financial Advisors.

Skills

Effective written and verbal communication skills

Ability to think critically

Ability to manage a team

Strong attention to detail

Ability to interact with senior management

Ability to organize and prioritize work

Education

Bachelor’s degree required or equivalent education or experience

Job description

Morgan Stanley is seeking a Producing Branch Manager in Lexington, Kentucky, to focus on driving revenue and managing risk. This role involves maintaining superior client service, developing cohesive teams, and ensuring compliance with regulations.

The ideal candidate will have strong leadership abilities, extensive knowledge of financial markets, and a proven track record in branch management. The position offers significant opportunities for career growth and development in an inclusive environment.