Wealth Management Branch Leader

Morgan Stanley; Bismarck (ND); On-site; USD 120,000 - 160,000; Full time

Job summary

Morgan Stanley Wealth Management is seeking a Resident Manager to drive revenue, manage risk, and build a book of business in the branch. You will lead a team of Financial Advisors, ensure superior client service, and uphold ethics and regulatory compliance.

Responsibilities include attracting high net worth clients, mentoring staff, coordinating sales initiatives, and representing the branch within the market. A bachelor’s degree and relevant leadership experience are required.

Qualifications

• Bachelor's degree or equivalent education or experience.
• At least 5+ years of experience in financial advisory or branch management.

Responsibilities

• Drive revenue and manage risk within the branch and build a book of business.
• Develop cohesive teams and provide leadership to Financial Advisors.
• Ensure compliance with all laws, regulations, and firm policies.
• Coach and mentor Advisors to improve performance and outcomes.

Skills

Verbal and written communication

Critical thinking

Leadership ability

Education

Bachelor's degree or equivalent

Job description

Morgan Stanley Wealth Management is seeking a Resident Manager to drive revenue, manage risk, and build a book of business in the branch. You will lead a team of Financial Advisors, ensure superior client service, and uphold ethics and regulatory compliance.

Responsibilities include attracting high net worth clients, mentoring staff, coordinating sales initiatives, and representing the branch within the market. A bachelor’s degree and relevant leadership experience are required.