Wealth Management Branch Leader: Growth & Team Coach

Morgan Stanley; Billings (MT); On-site; USD 90,000 - 130,000; Full time

Job summary

Morgan Stanley is seeking a senior Wealth Management leader in the United States to grow a high net worth client base, manage investment needs, and drive branch sales. The role emphasizes leadership, regulatory compliance, and deep knowledge of firm resources and products.

The position requires a Bachelor's degree and 5+ years of Financial Advisory or branch management experience, with active Series 7/8/66 licenses (and 3 or 31 as applicable).

Qualifications

• Bachelor’s degree or equivalent education/experience.
• 5+ years of experience as a Financial Advisor (with production and compliance) or equivalent branch management experience.
• Licenses: Series 7, 8, 66, and 3 (or 31 if managed futures)
• Other licenses as required for role or by management.

Responsibilities

• Build a client base of high net worth households by prospecting and developing new client relationships.
• Help manage client investment needs in line with Firm policies and industry standards.
• Maintain current knowledge of regulatory requirements, financial markets and products.
• Apply product and market knowledge to recruiting and client resources.
• Drive sales by leveraging Firm initiatives and partnerships.
• Lead and develop an effective branch team; manage reporting and meetings.
• Ensure branch meets objectives of the U.S. Wealth Management Group and maintains high ethical standards.

Skills

written communication

verbal communication

critical thinking

team management

attention to detail

stakeholder interaction

project ownership

prioritization

Education

Bachelor's degree

5+ years as Financial Advisor or branch management

Job description

Morgan Stanley is seeking a senior Wealth Management leader in the United States to grow a high net worth client base, manage investment needs, and drive branch sales. The role emphasizes leadership, regulatory compliance, and deep knowledge of firm resources and products.

The position requires a Bachelor's degree and 5+ years of Financial Advisory or branch management experience, with active Series 7/8/66 licenses (and 3 or 31 as applicable).