Strategic Branch Manager - Wealth Management Growth

Morgan Stanley; Santa Monica (CA); On-site; USD 190,000 - 200,000; Full time

Job summary

Morgan Stanley in Santa Monica seeks a Branch Manager to lead a high-performing Wealth Management team, drive revenue, profit before tax, and manage risk. The role emphasizes recruiting and retaining top Financial Advisors while ensuring regulatory compliance and ethical practices.

You'll cultivate strong relationships with corporate teams, align resources to sales goals, and mentor Advisors to achieve branch and regional targets. A track record of building cohesive, inclusive teams is essential.

Qualifications

• 5+ years of related branch management experience or equivalent.
• Active Series 7, 8 (or 9/10), 66 (or 63/65) licenses; other licenses as required.

Responsibilities

• Drive revenue and manage risk at the branch level.
• Recruit and retain Financial Advisors; develop cohesive teams and leadership.
• Ensure compliance with regulatory requirements and supervisory procedures.
• Lead by example to achieve regional and branch goals; mentor advisors.

Skills

Strong communication

Critical thinking

Team management

Attention to detail

Stakeholder collaboration

Project ownership

Education

Series 7, 8, 9/10, 66/63/65 licenses

Job description

Morgan Stanley in Santa Monica seeks a Branch Manager to lead a high-performing Wealth Management team, drive revenue, profit before tax, and manage risk. The role emphasizes recruiting and retaining top Financial Advisors while ensuring regulatory compliance and ethical practices.

You'll cultivate strong relationships with corporate teams, align resources to sales goals, and mentor Advisors to achieve branch and regional targets. A track record of building cohesive, inclusive teams is essential.