Producing Branch Manager: Revenue Growth & Team Leadership

Morgan Stanley; Roanoke (VA); Sur place; USD 120 000 - 190 000; Plein temps

Résumé du poste

Morgan Stanley in Roanoke, VA is seeking a Producing Branch Manager to drive revenue and manage risk within the branch, while building a durable book of business and delivering superior client service.

You will lead cohesive teams, recruit and retain Financial Advisors, and ensure compliance with all applicable laws and firm policies.

This role requires a bachelor’s degree and 5+ years of experience in financial services, with the necessary securities licenses.

Qualifications

• Bachelor’s degree required or equivalent education/experience
• 5+ years as Financial Advisor or branch mgmt or related experience

Responsabilités

• Build a client base of high net worth households and manage long-term client relationships
• Help manage client investment needs in line with Firm policies
• Maintain up-to-date knowledge of regulatory requirements, markets and products
• Lead recruiting, training and development within the branch
• Ensure branch sales performance and compliance with supervisory procedures

Connaissances

Effective written and verbal comms

Critical thinking

Team leadership

Attention to detail

Interpersonal with senior mgmt

Project ownership

Time management

Formation

Bachelor's degree

Outils

Series 7

Series 8

Series 66

Series 63/65

Series 3/31

Description du poste

Morgan Stanley in Roanoke, VA is seeking a Producing Branch Manager to drive revenue and manage risk within the branch, while building a durable book of business and delivering superior client service.

You will lead cohesive teams, recruit and retain Financial Advisors, and ensure compliance with all applicable laws and firm policies.

This role requires a bachelor’s degree and 5+ years of experience in financial services, with the necessary securities licenses.