Branch Manager Branch Manager …

Morgan Stanley
à Peoria, IL, États-Unis
CDI, Plein-temps
Soyez parmi les premiers à postuler
Competitive
Morgan Stanley
à Peoria, IL, États-Unis
CDI, Plein-temps
Soyez parmi les premiers à postuler
Competitive
Branch Manager
Branch Manager, Non Producing POSITION SUMMARY: The primary focus of the role is to drive revenue, increase profit before taxes, and manage risk within their branch. Job functions also include maintaining a superior and consistent level of client service, developing cohesive teams, providing consistent leadership, and assuming accountability for the Branchs results. In addition, a large emphasis will be placed on the recruitment and retention of Financial Advisors. Non-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 Non-Producing Branch Manager will report into the Complex Manager. DUT I E S and RESPONSIBILITIES: P r oduct/Business Knowledge: ·             Has a thorough understanding of the Firms products and those of its strategic partners; uses this knowledge to provide resources and direction in order to drive sales. ·             Knows where the resources are; able to direct the sales force to the right resources in an efficient manner as to make the sales process more efficient. ·             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. ·          Drives corporate marketing initiatives to help increase market share in High Net Worth households. T e am Building: ·             Builds effective teams by constantly communicating relevant information on a timely basis and conducting regular meetings. ·             Participates in Region and Complex initiatives, including sales, hiring, recruitment, diversity, and community outreach. ·             Responsible for growing their branch through hiring, lateral recruiting and training. L e adership: ·          Leads by example by ensuring that the Branch Managers office is consistently achieving the objectives of the US Wealth Management Group, maintains a positive morale, has a strong track record of growth, has ethical business practices, and demonstrates a commitment to diversity and respect for others. ·          Leads proactively by identifying trends, potential areas of growth and weakness and addressing these areas in order to positively position the Region within the geographic market. ·          Leads Branch efforts of Sales and results. ·          Identifies key talent in the Branch, positions and develops that talent, and encourages those individuals to participate in the leadership of the Branch and Region. ·          Leverages the resources of the Firm to achieve the highest level of success. ·          Acts as a coach and mentor for Financial Advisors in order to drive results. A cc o unt a b ili t y : ·              Accountable for the Branchs sales performance and financial performance. ·              Responsible for regulatory, legal and compliance issues including: Risk management for the Branch in regards to monitoring sales, human resources, and legal and regulatory practices. ·              Responsible for establishing a core compliance model in offices under supervision. ·              Responsible for following supervisory procedures as outlined in the Branch Managers Supervisory Manual ·              Responsible for executing the Annual Supervisory Plan.

·              Responsible for effectively communicating the status of performance and issues to the Complex Manager

Education and/or  Experience ·          5 or more years of related experience and/or training including demonstrated success managing a substantial branch office or equivalent. L icenses  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 o nly) ·          Other licenses as required for role or by management S k ill s ·             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 Re ports  to: ·          Direct: Complex Manager D irect Reports: ·          Financial Advisors, Branch Support Staff, and in some circumstances Resident Manager and/or Producing Branch Managers. ·          This list is meant to be directional and should not be considered complete, as it may be supplemented on an as needed basis.

*All candidates should verify that they meet the minimum eligibility requirements prior to applying.

Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V.
Primary Location: Americas-United States of America-Illinois-Peoria
Work Locations:
Job: Wealth Management
Organization: Morgan Stanley
Job Posting: Aug 23, 2019
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