Morgan Stanley · 1 day ago
Branch Manager, Non-Producing
Alexandria, VA
Full-time
Onsite
Senior Level
5+ years expMorgan Stanley is a leading global financial services firm, and they are seeking a Non-Producing Branch Manager to drive revenue and manage risk within their branch. The role involves maintaining high levels of client service, developing teams, and ensuring compliance with laws and regulations while focusing on recruitment and retention of Financial Advisors.
Asset ManagementFinanceFinancial ServicesLending
Responsibilities
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 drive sales
Knows where the resources are; able to direct the sales force to the right resources in an efficient manner as to make the sales process more efficient
Effectively applies product/business knowledge to recruiting efforts; able to 'translate' competitor offerings into Morgan Stanley Wealth Management products, and understand and explain how a recruit will be able to continue to help meet their clients’ needs
Seeks opportunities to grow business and drive sales by capitalizing on firm initiatives; focuses on building strong relationships with corporate departments and strategic partners to achieve the marketing efforts of the Branch
Drives corporate marketing initiatives to help increase market share in High Net Worth households
Builds effective teams by constantly communicating relevant information on a timely basis and conducting regular meetings
Participates in Region and Market initiatives, including sales, hiring, recruitment, diversity, and community outreach
Responsible for growing their branch through hiring, lateral recruiting and training
Leads by example by ensuring that the Branch Manager’s office is consistently achieving the objectives of the US Wealth Management Group, maintains a positive morale, has a strong track record of growth, has ethical business practices, and demonstrates a commitment to diversity and respect for others
Leads proactively by identifying trends, potential areas of growth and weakness and addressing these areas in order to positively position the Region within the geographic market
Leads Branch efforts of Sales and results
Identifies key talent in the Branch, positions and develops that talent, and encourages those individuals to participate in the leadership of the Branch and Region
Leverages the resources of the Firm to achieve the highest level of success
Acts as a coach and mentor for Financial Advisors in order to drive results
Accountable for the Branch’s sales performance and financial performance
Responsible for regulatory, legal and compliance issues including: Risk management for the Branch in regards to monitoring sales, human resources, and legal and regulatory practices
Responsible for establishing a core compliance model in offices under supervision
Responsible for following supervisory procedures as outlined in the Branch Manager’s Supervisory Manual
Responsible for executing the Annual Supervisory Plan
Responsible for effectively communicating the status of performance and issues to the Market Executive
Qualification
Required
5 or more years of related experience and/or training including demonstrated success managing a substantial branch office or equivalent
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
Benefits
Some of the most attractive and comprehensive employee benefits and perks in the industry
Company
Morgan Stanley
Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
10001+ employees
H1B Sponsorship
Morgan Stanley has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (222)
2024 (195)
2023 (173)
2022 (153)
2021 (165)
2020 (173)
Funding
Current Stage
Public CompanyTotal Funding
unknown1997-02-05IPO
Leadership Team
James Gorman
Chairman and CEO
Ted Pick
Chief Executive Officer (CEO)
Recent News
2026-01-08
Business Wire
2026-01-08
Company data provided by crunchbase