Resident Manager

Job Summary

The Resident 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.

Responsibilities

• 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
• Sales/Marketing: Seeks opportunities to grow business and drive sales by capitalizing on Firm initiatives
• Team Building: Builds an effective team in the branch by constantly communicating relevant information on a timely basis and conducting regular meetings
• Leadership: Leads by example by ensuring that their branch is consistently achieving the objectives of the U.S. Wealth Management Group, maintains a positive morale, has a reputation of growth, has ethical business practices, and demonstrates a commitment to diversity and respect for others
• Accountability: Responsible for the Branch’s sales performance and financial performance

Requirements

• 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 equivalent branch management or industry 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)
• Other licenses as required for role or by management

Qualifications

• Effective written and verbal communication skills
• Ability to think critically
• 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
• Organizes and prioritizes work, meets deadlines, and completes projects

Skills

• Effective written and verbal communication skills
• Ability to think critically
• 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
• Organizes and prioritizes work, meets deadlines, and completes projects

Benefits

• Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background
• We offer some of the most attractive and comprehensive employee benefits and perks in the industry
• We support our employees and their families at every point along their work-life journey

Pay

Competitive compensation package

Schedule

Full-time position