- 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. P r oduct/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
- Has a good understanding of the Firm's resources; able to direct the sales force to the appropriate resources in an efficient manner
- 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 Sales/Marketing
- 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. T e am Building
- Builds an effective team in the branch by constantly communicating relevant information on a timely basis and conducting regular meetings
- Participates in Region and Complex initiatives including sales, hiring, recruitment, diversity, and community outreach.
- Responsible for growing their branch through hiring lateral recruiting and training. L e a d e r s h i p
- 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 track record 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 branch within the geographic market.
- Leads their Branch's efforts of Sales, results, and client-centered approach experience.
- Identifies key talent in the branch and positions and develops that talent.
- 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. A cc o unt a b ili t y
- Responsible for the Branch's sales performance and financial performance
- Responsible for regulatory, legal and compliance issues including: Risk Management for their Branch in regards to monitoring sales, human resources, and legal and regulatory practices
- 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 Complex Manager or Non-Producing Branch Manager Qualifications
-
Assistant Produce Manager
2 weeks ago
Swamp Rabbit Cafe and Grocery Greenville, United StatesSwamp Rabbit Cafe and Grocery is a mission-driven business passionate about being a force for good for the community. Our mission is to buy, sell, and cook with fresh, local food and to provide a community space where people come together to celebrate meals. We envision a communi ...
-
SALES ASSOCIATE in HARRISBURG, IL S01097
21 hours ago
Dollar General Greenville, United StatesOverview · Dollar General Corporation has been delivering value to shoppers for more than 80 years. Dollar General helps shoppers Save time. Save money. Every day. by offering products that are frequently used and replenished, such as food, snacks, health and beauty aids, cleani ...
-
Lead Structural Engineer
3 days ago
DEVITA Inc Greenville, United StatesSign-On Bonus · DEVITA is currently accepting resumes for a Branch Structural Department Manager to assist with growing our structural engineering unit. The position would lead the Greenville structural engineering office, and would involve producing structural designs, analysis, ...
-
Solution Delivery Leader
1 week ago
Truist Greenville, United States Full timeEssential Duties and Responsibilities · Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. · 1. Design, develop and implement key str ...
-
Project Manager
4 days ago
Catalent Greenville, United States Full timeProject Manager · The Position · Catalent's Greenville, N.C. facility specializes in end-to-end turn-key solutions for oral solid dosage forms, including integrated formulation development, analytical services, commercial manufacturing, and packaging. This state-of-the-art fac ...
-
Travel Nurse
1 week ago
KPG Healthcare Nursing Greenville, United StatesKPG Healthcare Nursing is seeking an experienced Cath Lab Registered Nurse for an exciting Travel Nursing job in Greenville, SC. Shift: 5x8 hr days Start Date: ASAP Duration: 13 weeks Pay: $2693 / Week Travel Cath Lab Registered Nurse - $2,693 per week in taxable pay and non-tax ...
-
Sous Chef
3 weeks ago
Iron Hill Brewery Greenville, United States**Description** · *VOTED TOP WORKPLACE 12 YEARS IN A ROW · Work for an AWARD-WINNING Brewery* · **Iron Hill Brewery and Restaurant is hiring an experienced BOH Manager** · **Manager Iron Hill Brewery & Restaurant** · Were brewing up new restaurants If youre a dedicated Manag ...
-
Risk Control Consultant
3 weeks ago
Truist Greenville, United States Full timeESSENTIAL DUTIES AND RESPONSIBILITIES · Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. · 1. Impact retention of existing client b ...
-
Security Site Supervisor
2 weeks ago
Allied Universal East Greenville, United StatesJob Description · Allied Universal Services is seeking the position of a Security Site Supervisor . · The Security Site Supervisor will supervise and coordinate the delivery of quality services to an assigned customer. The Security Site Supervisor will act as a liaison between ...
-
Senior Electrical Estimator
3 weeks ago
Burns & McDonnell Greenville, United States Full timeDescription · The Senior Estimator will be responsible for leading complex multi discipline estimates for both field and pre-fabrication construction projects with a diverse portfolio of project types and clients. This position will advise the estimating manager and estimating d ...
-
Sr IT Internal Auditor
2 weeks ago
Newrez LLC Greenville, United StatesExceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications. · We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative ...
-
Quality Manager
3 weeks ago
Spartech Greenville, United States Full timeQuality Manager · Greenville, OH · How can you make a difference at your job and can have the opportunity to grow? · Join the Greenville – Spartech Team · We are currently looking for a Quality Manager to join our team full-time to support our variety of customers. If you meet th ...
-
Renovation Project Manager
1 week ago
Auro Hotels Greenville, United States Full timeJob Purpose · The purpose of the Renovation Project Manager is to manage all project activities on the specifically assigned project. The Project Manager will develop and maintain project schedules, project budgets, project purchases, project issues, and risks. All activities ...
-
Transportation Engineering Associate I
1 week ago
South Carolina Department of Transportation Greenville County, United States FTE - Full timeJob Responsibilities · Leads survey party in completing survey verification and layout on road and bridge construction projects as well as pre-construction layout tasks on resurfacing projects. Work will include tasks such as computing and documenting roadway and bridge grades, ...
-
Receiving Associate
1 week ago
Rural King Greenville, United States Regular Part timeHow we reward you · 401(k) plan that provides a 100% match on the first 3% of your contributions and 50% of the next 2 * Healthcare plans to support your needs * Virtual doctor visits * Access to Centers of Excellence with Barnes Jewish Hospital and Mayo Clinic's Complex Care P ...
-
Electrical Estimator
6 days ago
Burns & McDonnell Greenville, United States· The Staff Estimator is responsible for preparation of all levels of estimates and proposals from start to finish relating to various disciplines that are required to support field and pre-fabrication construction projects. This position will prepare and present lump sum bids, ...
-
Project Manager
2 weeks ago
ATS Automation Greenville, United StatesATS Company: PA Solutions Requisition ID: 10636 Location: Greenville, SC, US, 29615 · #job- { display: inline; } Date: May 30, 2024 Project Manager · Project Manager · Project Manager (PM) responsibilities include the full lifecycle of Project Management for one or more S ...
-
Chef
3 weeks ago
HHS Senior Living, LLC Greenville, United StatesHilltop of Greenville Memory Care · Salary $50, ,000 · $2,500 sign on bonus · Chef / Production Manager · Support the healing journey for patients and their loved ones by delivering high-quality food service in a healthcare environment. Share your passion for your craft, resp ...
-
Sr Scientist
4 days ago
Donaldson Greenville, United States Full timeDonaldson is committed to solving the world's most complex filtration challenges. Together, we make cool things. As an established technology and innovation leader, we are continuously evolving to meet the filtration needs of our changing world. Join a culture of collaboration an ...
-
CPQ Analyst IV
1 week ago
Hyster-Yale Materials Handling Inc Greenville, United States Full timeJob Title · CPQ Analyst IVJob Family · NOVOJob Description · What starts with YOU, moves the world · Hyster-Yale Materials Handling, Inc, a world-class manufacturer of industrial lift trucks, has an outstanding opportunity for an exceptional and talented CPQ Analyst IV based at o ...
Branch Manager, Producing - Greenville, United States - Morgan Stanley
Description
Branch Manager, ProducingJob Number:
Posting Date
:
Feb 14, 2024
Primary Location
:
Americas-United States of America-South Carolina-Greenville
Job
:
Wealth Management
Employment Type:
Full Time
Job Level:
Professional Description POSITION
SUMMARY:
The Producing Branch 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. In addition, a large emphasis will be placed on the recruitment and retention of Financial Advisors. Producing Branch Managers must be responsible for fiscal management, personnel management and morale, business ethics and practices, and compliance with all Federal, State, and Local laws and regulations. The Producing Branch manager reports directly to the Complex Manager or Non-Producing Branch Manager.
DUT I E S and RESPONSIBILITIES:
P r oduction-Related