Resident Manager

Resident Manager role at Morgan Stanley Wealth Management focused on growing a book of business, supervising a smaller producing branch, ensuring regulatory compliance, and driving branch sales and performance. Responsibilities include building a high net worth client base, prospecting, advising on investment needs, ensuring adherence to firm policies and regulatory requirements, leading and developing the branch team, communicating corporate initiatives to Financial Advisors, and achieving branch sales and revenue objectives. Requires leadership, coaching, risk and regulatory awareness, strong communication, and the ability to manage resources and talent within the branch to meet objectives. Licenses/registrations required include Series 7, 8 (or 9/10), 66 (or 63/65) and potential Series 31 for managed futures; minimum 5+ years of relevant experience and a bachelor’s degree or equivalent. The role reports to Market/Non-Producing/Producing Branch Manager and involves ensuring ethical business practices, diversity, and client-focused service across the branch.