AG真人百家乐

Morgan Stanley
Onsite
Full Time Posted 16 hours ago
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Job Type

Full Time

Job Details

POSITION SUMMARY:
The Producing Branch Manager鈥檚 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鈥檚 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
路听听听听听听听听听 Build a client base of high net worth households by prospecting and developing new client relationships, and maintain and manage long term client relationships
路听听听听听听听听听 Help manage client investment needs consistent with Firm policies and industry requirements
路听听听听听听听听听 Keep current with information regarding regulatory requirements, financial markets and current and new products.
Product/Business Knowledge
路听听听听听听听听听听听听 Has a thorough understanding of the Firm鈥檚 products and those of its strategic partners; uses this knowledge to provide resources and direction in order to help drive sales
路听听听听听听听听听 Has a good understanding of the Firm鈥檚 resources; able to direct the sales force to the appropriate resources in an efficient manner
路听听听听听听听听听 Effectively applies product/business knowledge to recruiting efforts; able to 鈥渢ranslate鈥� 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鈥� needs
Sales/Marketing
路听听听听听听听听听听听听 Seeks opportunities to grow business and drive sales by capitalizing on Firm initiatives
路听听听听听听听听听听听听 Focuses on building strong relationships with corporate departments and strategic partners to achieve the marketing efforts of the Branch.
路听听听听听听听听听听听听 Drives corporate marketing initiatives to help increase market share in High Net Worth households.
Team Building
路听听听听听听听听听听听听 Builds an effective team in the branch by constantly communicating relevant information on a timely basis and conducting regular meetings
路听听听听听听听听听听听听 Participates in Region and Market initiatives including sales, hiring, recruitment, diversity, and community outreach.
路听听听听听听听听听听听听 Responsible for growing their branch through hiring lateral recruiting and training.
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Leadership
路听听听听听听听听听听听听 Leads by example by ensuring that their branch is consistently achieving the objectives of the U.S. Wealth Management Group, maintains a positive morale, has a track record for growth, has ethical business practices, and demonstrates a commitment to diversity and respect for others.
路听听听听听听听听听听听听 Leads proactively by identifying trends, potential areas of growth and weakness and addressing these areas in order to positively position the branch within the geographic market.
路听听听听听听听听听听听听 Leads their Branch鈥檚 efforts of Sales, results, and client-centered approach experience.
路听听听听听听听听听听听听 Identifies key talent in the branch and positions and develops that talent.
路听听听听听听听听听听听听 Leverages the resources of the Firm to achieve the highest level of success.
路听听听听听听听听听听听听 Acts as a coach and mentor for Financial Advisors in order to help drive results.
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Accountability
路听听听听听听听听听听听听 Responsible for the Branch鈥檚 sales performance and financial performance
路听听听听听听听听听听听听 Responsible for regulatory, legal and compliance issues including: Risk Management for their Branch in regards to monitoring sales, human resources, and legal and regulatory practices
路听听听听听听听听听听听听 Responsible for following supervisory procedures as outlined in the Branch Manager鈥檚 Supervisory Manual.
路听听听听听听听听听听听听 Responsible for executing the Annual Supervisory Plan.
路听听听听听听听听听听听听 Responsible for effectively communicating the status of performance and issues to the Market Executive or Non-Producing Branch Manager
Qualifications - External
Education听and/or Experience
路听听听听听听听听听听听听 Bachelor鈥檚 degree required or equivalent education or experience
路听听听听听听听听听听听听 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


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Licenses 听and Registrations
路听听听听听听听听听听听听 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)
路听听听听听听听听听听听听 Other licenses as required for role or by management
Skills
路听听听听听听听听听听听听 Effective written and verbal communication skills
路听听听听听听听听听听听听 Ability to think critically
路听听听听听听听听听听听听 Ability to manage a team
路听听听听听听听听听听听听 Strong attention to detail
路听听听听听听听听听听听听 Ability to interact with senior management team, Financial Advisors, support staff, clients and corporate and field personnel as needed
路听听听听听听听听听听听听 Ability to own projects at a Branch level
路听听听听听听听听听听听听 Ability to organize and prioritize work, meet deadlines, and complete projects
Reports to:
路听听听听听听听听听 Direct reporting to: Market Executive or Non-Producing Branch Manager
Direct reports:
路听听听听听听听听听听听听 Resident Managers. Financial Advisors and Branch Support Staff
路听听听听听听听听听听听听 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

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 鈥� putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back 鈥� that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you鈥檒l 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.

We're committed to bringing passion and customer focus to the business.

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).

Mission
We're connecting diverse talent to big career moves. Meeting people who boost your career is hard - yet networking is key to growth and economic empowerment. We鈥檙e here to support you - within your current workplace or somewhere new. Upskill, join daily virtual events, apply to roles (it鈥檚 free!).
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