Branch Manager, Producing
On-site · Bend, Oregon, United States
Job Summary
Producing Branch Manager drives branch revenue and manages risk, builds a book of high net worth clients, recruits and retains Financial Advisors, and leads a cohesive team with fiscal, personnel, and regulatory accountability. Responsibilities include attracting new client relationships, maintaining client service levels, ensuring compliance with federal/state/local rules, leading hiring and development of staff, and leveraging firm resources to grow market share in Wealth Management. Requires deep product knowledge, effective leadership, and the ability to translate competitive offerings into Morgan Stanley Wealth Management solutions; must lead by example, manage performance, and foster a diverse, inclusive environment.
Required Qualifications
- Bachelor’s degree required or equivalent education or experience
- 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
- 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)
- Licenses as required for role or by management
- 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
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