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Company

Original Job Post

Morgan Stanley · 2 days ago

Resident Manager

Peachtree City, GA

Full-time

Onsite

Senior Level

5+ years exp

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Asset ManagementFinance

Actively Hiring

Insider Connection @Morgan Stanley

Discover valuable connections within the company who might provide insights and potential referrals, giving your job application an inside edge.

Responsibilities

Build a client base of high net worth households through prospecting and developing new client relationships.

Help manage client investment needs in line with Firm policies and industry requirements.

Keep updated on regulatory requirements, financial markets, and new products.

Utilize product/business knowledge to drive sales and recruit efforts.

Focus on growing business, building relationships, and promoting corporate initiatives.

Build an effective team by communicating relevant information and participating in Region and Complex initiatives.

Lead by example, maintain positive morale, and demonstrate commitment to diversity and respect.

Coach and mentor Financial Advisors to drive results.

Take accountability for branch sales and financial performance, regulatory compliance, and supervisory procedures.

Qualification

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Financial advisingBranch managementCompliance recordSeries 7Series 8Series 66Series 3Series 31License managementProject managementEffective communicationCritical thinkingTeam managementAttention to detailInterpersonal skillsProject ownershipOrganizationPrioritization

Required

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

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