Branch Manager, Producing
Core
Drive revenue, manage risk, and build a book of business for high net worth households while leading a team of Financial Advisors.
Role type
Senior IC Branch Manager (Wealth Management)
Builds
Client relationships and sales performance for Morgan Stanley Wealth Management
Domain
Financial Services / Wealth Management
Required skills
Client prospecting and relationship management, Team leadership and recruitment, Regulatory compliance and risk management, Sales strategy and market share growth, Financial product knowledge, Fiscal and personnel management
Preferred skills
Experience in lateral recruiting, Coaching and mentoring Financial Advisors, Strategic partnership development
Technologies
Series 7, 8, 66, 31
Responsibilities
Build a client base of high net worth households, Manage client investment needs consistent with Firm policies, Recruit and retain Financial Advisors, Ensure regulatory and legal compliance, Drive sales performance and financial results, Coach and mentor Financial Advisors
Seniority
Senior, hands-on IC