Wealth Management Branch Leader: Revenue & Talent Builder

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

Job summary

Morgan Stanley in Santa Monica is seeking a Branch Manager to drive revenue, manage risk, and deliver superior client service. The role emphasizes building cohesive teams, providing strong leadership, and accountability for the branch’s results.

A key focus will be recruiting and retaining Financial Advisors, guiding compliance, ethics, and regulatory practices, and collaborating with Market Executive to grow the West Coast Wealth Management presence.

Qualifications

• 5+ years of related experience managing a sizable branch office.
• Active Series 7, 8 (or 9 and 10), 66 (or 63 and 65) and 3 registrations (Series 31 acceptable if branch conducts managed futures business only )
• Other licenses as required for role or by management

Responsibilities

• Drive revenue and profit before tax while managing risk.
• Recruit, develop, and retain Financial Advisors.
• Provide consistent leadership and accountability for the branch results.
• Lead by example, mentor Advisors and align with Market Executive.

Skills

Communication skills

Critical thinking

Team management

Attention to detail

Project ownership

Time management

Job description

Morgan Stanley in Santa Monica is seeking a Branch Manager to drive revenue, manage risk, and deliver superior client service. The role emphasizes building cohesive teams, providing strong leadership, and accountability for the branch’s results.

A key focus will be recruiting and retaining Financial Advisors, guiding compliance, ethics, and regulatory practices, and collaborating with Market Executive to grow the West Coast Wealth Management presence.