Market Executive
Core
Directly manages a market-level branch and additional branches to drive revenue, increase profitability, manage risk, and ensure compliance within the market.
Role type
Senior IC market executive (wealth management)
Builds
Market-level sales performance and financial results for Morgan Stanley Wealth Management
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
fiscal management, personnel management, business ethics, compliance, recruiting and retention of Financial Advisors, product/business knowledge, sales strategy, team building, leadership, coaching
Preferred skills
strategic partner relationship management, trend identification, talent development
Technologies
Series 7, 8, 66, 31, 63, 65, 9, 10 licenses
Responsibilities
Drive sales and profitability for assigned branches, maintain client service standards, recruit and retain Financial Advisors, manage risk and regulatory compliance, lead market initiatives including diversity and community outreach, coach and mentor Financial Advisors, communicate performance status to Regional Director
Seniority
Senior, hands-on IC