Morgan Stanley · 20 hours ago
Market Executive
East Lansing, MI
Full-time
Onsite
Senior Level
5+ years expMorgan Stanley is a global financial services firm that helps clients reach their financial goals. The Market Executive is responsible for managing a market-level branch, driving revenue, increasing profitability, and ensuring compliance while leading a team of Financial Advisors and staff.
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 help drive sales
Possesses a strong understanding of the firm’s resources; 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 an effective team across the market by constantly communicating relevant information on a timely basis and conducting regular meetings
Leads and participates in Market and Region initiatives, including sales, hiring, recruitment, diversity, and community outreach
Responsible for growing their market through hiring, lateral recruiting and training
Leads by example by maintaining a positive morale, a track record of personal growth or reputation for 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 Market’s efforts of Sales and results
Identifies key talent in the market, positions and develops that talent, and encourages those individuals to participate in the leadership of the Market 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 help drive results
Responsible for the market’s sales performance and financial performance
Responsible for regulatory, legal and compliance issues including: Risk management for their Branch and market 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 delegating supervisory review/duties to the Risk Officer
Responsible for the creation of an Annual Supervisory Plan
Responsible for effectively communicating the status of performance and issues to the Regional Director
Qualification
Required
5 or more years of related experience and/or training including demonstrated success managing a market or a large 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 Market 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
Funding
Current Stage
Public CompanyTotal Funding
unknown1997-02-05IPO
Leadership Team
James Gorman
Chairman and CEO
Ted Pick
Chief Executive Officer (CEO)
Recent News
2026-01-22
2026-01-21
2026-01-21
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