Resident Manager
Morgan Stanley · Charlottesville
Full-time Posted 5 days ago
About this role
POSITION SUMMARY The Resident Managers 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. 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 Firms 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 Firms 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
Apply for this role on Morgan Stanley’s official careers site.