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Branch Manager, Producing

Branch Manager, Producing

Morgan StanleyMinneapolis, MN, US
3 days ago
Job type
  • Full-time
Job description

Producing Branch Manager

The Producing Branch Manager's primary focus is to drive revenue, and manage risk within their branch and to continue to build a book of business. Job functions also include maintaining a superior and consistent level of client service, developing cohesive teams, providing consistent leadership, and assuming accountability for their Branch's results. In addition, a large emphasis will be placed on the recruitment and retention of Financial Advisors. Producing Branch Managers must be responsible for fiscal management, personnel management and morale, business ethics and practices, and compliance with all Federal, State, and Local laws and regulations. The Producing Branch manager reports directly to the Market Executive or Non-Producing Branch Manager.

Duties and Responsibilities :

  • Production-Related
  • Product / Business Knowledge
  • Sales / Marketing
  • Team Building
  • Leadership
  • Accountability

Education and / or Experience :

  • Bachelor's degree required or equivalent education or experience
  • At least 5 or more years of experience as a Financial Advisor (with satisfactory production and compliance record) or comparable branch management or product area experience
  • Licenses and Registrations :

  • Active Series 7, 8 (or 9 and 10), 66 (or 63 and 65) and 3 registrations (Series 31 acceptable if branch conducts managed futures business only)
  • Other licenses as required for role or by management
  • Skills :

  • Effective written and verbal communication skills
  • Ability to think critically
  • Ability to manage a team
  • Strong attention to detail
  • Ability to interact with senior management team, Financial Advisors, support staff, clients and corporate and field personnel as needed
  • Ability to own projects at a Branch level
  • Ability to organize and prioritize work, meet deadlines, and complete projects
  • Reports to :

  • Market Executive or Non-Producing Branch Manager
  • Direct reports :

  • Resident Managers. Financial Advisors and Branch Support Staff
  • All candidates should verify that they meet the minimum eligibility requirements prior to applying.

    What You Can Expect From Morgan Stanley :

    We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action : morganstanley.com / diversity

    We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short / Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.

    Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

    It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership / union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

    Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M / F / Disability / Vet).

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    Branch Manager • Minneapolis, MN, US

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