Producing Branch Manager – Wealth Management Leader

711 MS Smith Barney, LLC; United States; Sur place; USD 105 000 - 190 000; Plein temps

Résumé du poste

Morgan Stanley Wealth Management is seeking a Producing Branch Manager to drive revenue, manage risk, and lead a high-performing team at the branch level. The role emphasizes recruitment of Financial Advisors, fiscal oversight, and ethical practices to deliver superior client service.

You will recruit, retain and mentor advisors, oversee day-to-day operations, and ensure compliance with federal, state, and local laws while aligning with corporate initiatives and market objectives.

Qualifications

• Bachelor's degree required or equivalent education or experience
• At least 5+ years of experience as a Financial Advisor or comparable branch management experience

Responsabilités

• Build a client base of high net worth households by prospecting and developing new client relationships
• Maintain and manage long term client relationships
• Grow branch sales and manage risk in alignment with firm policies

Connaissances

Communication skills

Critical thinking

Team management

Attention to detail

Stakeholder interaction

Project ownership

Organizational prioritization

Formation

Bachelor's degree or equivalent

Outils

Series 7

Series 8

Series 66

Series 63

Series 65

Description du poste

Morgan Stanley Wealth Management is seeking a Producing Branch Manager to drive revenue, manage risk, and lead a high-performing team at the branch level. The role emphasizes recruitment of Financial Advisors, fiscal oversight, and ethical practices to deliver superior client service.

You will recruit, retain and mentor advisors, oversee day-to-day operations, and ensure compliance with federal, state, and local laws while aligning with corporate initiatives and market objectives.