Senior Branch Service Leader & Talent Coach

711 MS Smith Barney, LLC; Menlo Park (CA); On-site; USD 120,000 - 170,000; Full time

Job summary

Morgan Stanley is seeking a Branch Service Officer to supervise and develop Support Professionals within the Complex, ensuring service excellence and adherence to firm policies. You will partner with CBSO and HR to manage performance and onboarding while maintaining strong internal relationships.

The role requires a Bachelor’s degree, securities licenses, and proven leadership, with emphasis on communication, detail, and strategic thinking.

Qualifications

• Bachelor’s degree required or equivalent education.
• Active Series 7/8 (or 9/10) and 66 (or 63/65) licenses.
• Other licenses as required for the role or by management.
• Effective written and verbal communication skills.
• Strong attention to detail.
• Ability to prioritize and resolve complex needs and elevate as necessary.

Responsibilities

• Lead the Branch in executing the organization’s strategic priorities, influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies.
• 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 Complex.
• Facilitate interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals.
• Partner with CBSO and HR regarding all aspects of people management, including annual performance reviews and conflict resolution.
• Maintain strong relationships with key partners within the Branch, Complex, Region and Home Office; participate in team meetings and calls.

Skills

Leadership

Communication

Supervisory experience

Attention to detail

Strategic thinking

Education

Bachelor's degree

Tools

Licenses: Series 7/8/9/10 and 66

Job description

Morgan Stanley is seeking a Branch Service Officer to supervise and develop Support Professionals within the Complex, ensuring service excellence and adherence to firm policies. You will partner with CBSO and HR to manage performance and onboarding while maintaining strong internal relationships.

The role requires a Bachelor’s degree, securities licenses, and proven leadership, with emphasis on communication, detail, and strategic thinking.