Wealth Management Branch Leader

Socket.dev; Bismarck (ND); On-site; USD 120,000 - 180,000; Full time

Job summary

Morgan Stanley Wealth Management seeks a Resident Manager to drive revenue, manage risk, and lead a branch team. The role requires fiscal and personnel oversight, ensuring ethical practices and regulatory compliance across the branch.

The Resident Manager will recruit, coach, and mentor Financial Advisors, maintain strong client relationships, and implement firm initiatives to grow the business while upholding high service standards.

Qualifications

• Bachelor’s degree required or equivalent education or experience.

Responsibilities

• Build a client base of high net worth households by prospecting and developing new client relationships, and maintain and manage long term client relationships.
• Help manage client investment needs consistent with Firm policies and industry requirements.
• Keep current with information regarding regulatory requirements, financial markets and current and new products.
• Leads and mentors Financial Advisors to drive results and growth.
• Accountability for branch sales and financial performance and regulatory compliance.

Skills

Written communication

Verbal communication

Critical thinking

Team management

Attention to detail

Stakeholder interaction

Project ownership

Time management

Education

Bachelor’s degree or equivalent

Tools

Series 7/8/9/10

Series 66/63/65

Series 3/31 (where applicable)

Job description

Morgan Stanley Wealth Management seeks a Resident Manager to drive revenue, manage risk, and lead a branch team. The role requires fiscal and personnel oversight, ensuring ethical practices and regulatory compliance across the branch.

The Resident Manager will recruit, coach, and mentor Financial Advisors, maintain strong client relationships, and implement firm initiatives to grow the business while upholding high service standards.