Resident Manager
Core
Drive revenue and manage risk within a branch while building a book of business and maintaining superior client service for high net worth households.
Role type
Senior IC branch manager (wealth management)
Builds
Client relationships and branch sales performance
Domain
Financial services / Wealth management
Required skills
Client prospecting and relationship management, Team leadership and morale management, Regulatory compliance and risk management, Sales strategy and business development, Financial product knowledge, Coaching and mentoring
Preferred skills
Experience managing producing branch offices, Understanding of competitor offerings
Technologies
Morgan Stanley Wealth Management products, Series 7, 8, 66, 31
Responsibilities
Build a client base of high net worth households, Manage client investment needs consistent with firm policies, Lead branch sales and financial performance, Coach and mentor Financial Advisors, Ensure regulatory and legal compliance, Develop cohesive teams
Seniority
Senior, hands-on IC