Resident Manager
On-site · Salem, Oregon, United States
Job Summary
Resident Manager role at Morgan Stanley Wealth Management focuses on driving revenue and managing risk for a producing branch, while building a book of high net worth client relationships and leading a cohesive team. Responsibilities include managing fiscal operations, ensuring regulatory compliance, coaching Financial Advisors, directing sales and marketing initiatives, and maintaining strong client service. Requires a bachelor’s degree or equivalent experience, 5+ years in financial advisory or branch management, active Series 7/8/66 (and related) licenses, and demonstrated leadership, relationship-building, and compliance capabilities.
Required Qualifications
- Bachelor’s degree required or equivalent education or 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)
- At least 5 or more years of experience as a Financial Advisor (with satisfactory production and compliance record), or equivalent branch management or industry experience
- Strong leadership and team-building skills
- Knowledge of regulatory requirements, financial markets and products
- Ability to recruit, coach, and mentor Financial Advisors
- Excellent communication and relationship-management skills
- Ethical business practices and compliance with laws and regulations
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