Wealth Management Branch Leader

PowerToFly; Cincinnati (OH); On-site; USD 120,000 - 190,000; Full time

Job summary

Morgan Stanley Wealth Management is seeking a Branch Manager to drive revenue growth, oversee risk management, and lead a high-performing team of Financial Advisors. The role emphasizes recruitment and retention, regulatory compliance, and strong leadership across the branch to achieve market objectives and maintain exceptional client service. The position reports to the Market Executive and involves directing branch operations and staff development.

Qualifications

• Requires strong written and verbal communication skills.
• Ability to think critically and drive results.
• Proven ability to manage a team and mentor staff.
• Demonstrated ethical practices and regulatory compliance understanding.
• Experience leading sales and revenue growth in financial services.

Responsibilities

• Drive revenue, profitability, and risk management for the branch.
• Recruit and retain Financial Advisors; build cohesive teams.
• Lead by example to achieve Wealth Management objectives.
• Oversee regulatory and compliance responsibilities and supervisory procedures.
• Develop talent and succession plans within the branch.

Skills

Communication

Leadership

Team management

Attention to detail

Strategic thinking

Education

Active Series 7, 8/9/10, 66/63/65 registrations

Job description

Morgan Stanley Wealth Management is seeking a Branch Manager to drive revenue growth, oversee risk management, and lead a high-performing team of Financial Advisors. The role emphasizes recruitment and retention, regulatory compliance, and strong leadership across the branch to achieve market objectives and maintain exceptional client service. The position reports to the Market Executive and involves directing branch operations and staff development.