Market Executive
Core
Directly manages a market-level branch and additional branches, driving revenue, profitability, and risk management while recruiting and retaining Financial Advisors.
Role type
Senior leadership branch manager (wealth management)
Builds
Market-level branches and sales teams for Morgan Stanley Wealth Management
Domain
Financial services / Wealth management
Required skills
Branch management, Financial Advisor recruitment and retention, Sales force direction, Team building and leadership, Compliance and risk management, Fiscal management
Preferred skills
Product knowledge, Strategic partner relationship management, Diversity and inclusion initiatives, Talent development and mentoring
Technologies
None stated
Responsibilities
Drive revenue and profitability within assigned branches, Recruit and retain Financial Advisors, Manage risk and ensure regulatory compliance, Lead team initiatives including sales and community outreach, Coach and mentor Financial Advisors, Establish core compliance models in supervised offices