Branch Manager, Producing

About this role

POSITION SUMMARY 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 · 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 corpor

Apply for this role on Morgan Stanley’s official careers site.