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 branch sales performance
Domain
Financial Services / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Client prospecting and relationship management, Financial product knowledge, Team leadership and recruitment, Regulatory compliance, Sales strategy execution, Talent development and coaching
Preferred skills
Experience in lateral recruiting, Understanding of competitor offerings, Strategic partnership management
Technologies
Morgan Stanley Wealth Management products, Series 7/8/66/3 licenses
Responsibilities
Build a client base of high net worth households, Manage client investment needs consistent with firm policies, Drive sales by capitalizing on firm initiatives, Build an effective team through hiring and training, Lead branch efforts for sales results and client-centered approach, Ensure regulatory, legal, and compliance issues are addressed
Seniority
Senior, hands-on IC
