Strategic Branch Manager - Wealth Management Growth
morgan stanleySanta Monica, CA
Strategic Branch Manager - Wealth Management Growth
morgan stanleySanta Monica, CA
2 days ago
Industries
Portfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment ActivitiesAbout the role
Morgan Stanley in Santa Monica seeks a Branch Manager to lead a high-performing Wealth Management team, drive revenue, profit before tax, and manage risk. The role emphasizes recruiting and retaining top Financial Advisors while ensuring regulatory compliance and ethical practices.
You'll cultivate strong relationships with corporate teams, align resources to sales goals, and mentor Advisors to achieve branch and regional targets. A track record of building cohesive, inclusive teams is essential.
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JOB OVERVIEW
Experience level
Manager
Location
Santa Monica, CA
Occupation
Financial Managers
Industry
Portfolio Management and Investment Advice
Posted
2 days ago
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