Resident Manager

Resident Manager

The Resident 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 results. Resident 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 Resident Manager reports directly to either the Market Executive, Non-Producing Branch Manager or Producing Branch Manager. The Resident Manager will manage a smaller producing branch office.

Duties and Responsibilities :

• Production-related : Build a client base of high net worth households by prospecting and developing new client relationships, and maintain and manage long term client relationships Help manage client investment needs consistent with Firm policies and industry requirements Keep current with information regarding regulatory requirements, financial markets and current and new products.
• Product / Business Knowledge : Has a thorough understanding of the Firm's products and those of its strategic partners; uses this knowledge to provide resources and direction in order to help drive sales Has a good understanding of the Firm's resources; able to direct the sales force to the appropriate resources in an efficient manner Effectively applies product / business knowledge to recruiting efforts; able to translate competitor offerings into Morgan Stanley Wealth Management products, and understand and explain how a recruit will be able to continue to help meet their clients' needs
• Sales / Marketing : Seeks opportunities to grow business and drive sales by capitalizing on Firm initiatives Focuses on building strong relationships with corporate departments and strategic partners to achieve the marketing efforts of the Branch. Promotes corporate and complex initiatives and is able to effectively communicate these initiatives to Financial Advisors within their branch.
• Team Building : Builds an effective team in the branch by constantly communicating relevant information on a timely basis and conducting regular meetings Participates in Region and Market initiatives including sales, hiring, recruitment, diversity, and community outreach.

Leadership :

Accountability :

Education and / or Experience :

Licenses and Registrations :

Skills :

Reports to :

Direct reports :

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 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There's also ample opportunity to move about the business for those who show passion and grit in their work.

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.