Branch Manager, Non-Producing
Core
Drive revenue, increase profit before taxes, manage risk, and lead a branch of Financial Advisors within Morgan Stanley Wealth Management.
Role type
Senior IC branch manager (non-producing)
Builds
A cohesive team of Financial Advisors and a compliant branch operation
Domain
Financial services / Wealth management
Required skills
Financial product knowledge, sales strategy, team building, leadership, compliance management, recruitment, fiscal management, risk management
Preferred skills
Experience managing substantial branch offices, coaching and mentoring
Technologies
Series 7, 8, 66, 31
Responsibilities
Drive sales and business growth, recruit and retain Financial Advisors, ensure regulatory compliance, manage branch finances and risk, coach and mentor advisors, communicate performance to Market Executive