POSITION SUMMARY:

The primary focus of the role is to drive revenue, increase profit before taxes, and manage risk within their branch. Job functions also includemaintaininga superior and consistent level of client service, developing cohesive teams, providing consistent leadership, and assuming accountability for the Branch’s results. In addition, a large emphasis will be placed on the recruitment and retention of Financial Advisors. Non-producing Branch Managers mustbe responsible forfiscal management, personnel management and morale, business ethics and practices, and compliance with all Federal, State, and Local laws and regulations. The Non-Producing Branch Manager will reportintothe Market Executive.

DUTIES and RESPONSIBILITIES:

Product/Business Knowledge:

Has a thorough understanding of the Firm’s products and those of its strategicpartners;uses this knowledge to provide resources and directionin order todrive 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 Managementproducts, andunderstand 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 inHigh Net Worthhouseholds.

Team Building:

Builds effective teams by constantly communicating relevant information ona timelybasis 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, lateralrecruitingand training.

Leadership:

Leads by example by ensuring that the Branch Manager’s office is consistently achieving the

objectivesof the US Wealth ManagementGroup,maintainsa positive morale, has a strongtrack recordof growth, has ethical business practices, anddemonstratesa commitment to diversity and respect for others.

Leads proactively byidentifyingtrends, potential areas of growth and weakness and addressing these areasin order topositively position the Region within the geographic market.

Leads Branch effortsofSales andresults.

Identifies key talent in the Branch, positions and develops that talent, and encourages those individuals toparticipatein 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 Advisorsin order todrive results.

Accountability:

Accountable for the Branch’s sales performance and financial performance.

Responsible for regulatory, legal and compliance issuesincluding:Risk management for the Branchin regards tomonitoring sales, human resources, and legal and regulatory practices.
Responsible forestablishinga 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

Education and/or  Experience

5 or more years of related experience and/or training includingdemonstratedsuccess managing a substantial branch office or equivalent.

Licenses  andRegistrations

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 asrequiredfor role or by management

Skills

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,clientsand 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

Reports  to:

Direct: Market Executive

Direct Reports:

Financial Advisors, Branch Support Staff, and in some circumstances Resident Manager and/or Producing Branch Managers.
This list is meant to be directional and should not be considered complete, as it may be supplemented on an as needed basis.

*All candidates should verify that they meet the minimum eligibility requirements prior to applying.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

About the company

Morgan Stanley advises companies and governments on financing and manages investments for institutions, individuals, and families. Its business combines investment banking and securities trading with wealth management and an asset-management division that invests across public and private markets. Bankers arrange stock and bond sales and advise on mergers, while advisors build client portfolios and fund managers invest money under agreed strategies. The firm earns advisory and management fees, trading revenue, commissions, and interest from lending and deposits. Morgan Stanley was founded as a partnership in 1935 and is headquartered in New York City.

Company Size

10,001+

Company Stage

IPO

Headquarters

New York City, New York

Founded

1935

Get referred to Morgan Stanley

See people who can refer or advise you

Simplify's Take

What believers are saying

Business activity supports expansion: Morgan Stanley reported $21.3 billion quarterly revenue in July 2026, versus $16.8 billion a year earlier.
Dallas careers have a future pipeline: Morgan Stanley announced plans for 3,800 jobs by 2035 in September 2026.
Recurring fees anchor wealth management: asset-management fees supplied 59% of Morgan Stanley Wealth Management's 2025 revenue.

What critics are saying

Staff stability is uneven: Reuters reported Morgan Stanley cut 2,500 jobs across divisions in March 2026, excluding financial advisors.
Falling markets squeeze fees: Morgan Stanley bases wealth and asset-management fees on client portfolio values.
Asset-manager inflows weakened: Morgan Stanley reported $7.5 billion long-term net flows in July 2026, versus $12.2 billion a year earlier.

What makes Morgan Stanley unique

Retail clients choose their service level: Morgan Stanley combines E*TRADE trading with virtual and dedicated financial advisors.
Workplace investing has dedicated infrastructure: Morgan Stanley runs Shareworks and E*TRADE stock-plan platforms for customer employees.
Specialist investing extends its reach: Morgan Stanley owns portfolio-customization firm Parametric and responsible-investing firm Calvert.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Health Savings Account/Flexible Spending Account
Unlimited Paid Time Off
Paid Vacation
Paid Sick Leave
Paid Holidays
Hybrid Work Options
401(k) Retirement Plan

Company News

Traders Union

Oct 26th, 2026

Blackstone unveils $63B Broadcom financing deal with BofA, Citi and Morgan Stanley

Blackstone has announced a $63 billion financing deal with Broadcom and a group of banks that includes Bank of America, Citi, and Morgan Stanley. Its shares edged higher on the day, trading at $119.06. The asset manager has a market value near $136.61 billion. Fifty of 93 analysts rate the stock a buy, with a median price target of $138, about 15.9% above the current level. Shares sit at support around $118.74 and trade below their 50-day and 200-day moving averages. A close above $125.04 would signal buyers are following through, while a drop below $118.74 would suggest the move is fading.

Kalkine Media

Oct 23rd, 2026

PNC completes $1.5B senior notes offering due 2029 in two tranches

The PNC Financial Services Group completed a public offering of $1.5 billion in senior notes on October 23, 2026, according to a Form 8-K filing. The notes mature on October 23, 2029. The offering has two parts: $1.2 billion of 5.463% Fixed Rate/Floating Rate Senior Notes and $300 million of Senior Floating Rate Notes. PNC Capital Markets, Citigroup Global Markets, and Morgan Stanley acted as underwriters under an agreement dated October 20, 2026. The Bank of New York Mellon is the trustee.

Market Research Future

Oct 20th, 2026

iVerify raises $17M from Sands Capital and Morgan Stanley to fight AI-enabled mobile attacks

iVerify has raised $17 million to expand its mobile endpoint detection and response (EDR) business as enterprises face more AI-enabled mobile attacks. The company is based in Belfast and New York. The round included Sands Capital, Entropy Ventures, NAventures, the corporate venture arm of National Bank of Canada, Morgan Stanley, and United Airlines Ventures. Sands Capital partner Chris Eng joined the board, and Morgan Stanley Global chief information security officer Alonzo Ellis joined as a board observer. iVerify says many enterprises rely on patch-only strategies or legacy mobile device management tools that cannot show whether malicious activity is under way on a device. Its platform detects threats on the device itself. The company will use the funds to scale operations as business demand grows.

Business Wire

Oct 20th, 2026

Morgan Stanley Capital Partners buys The Rapid Group, a 50-year-old equipment repair provider

Morgan Stanley Capital Partners (MSCP), the middle market private equity buyout team within Morgan Stanley Investment Management, has acquired The Rapid Group (TRG). The deal terms were not disclosed. Based in Paterson, New Jersey, TRG inspects, repairs, and maintains rotating equipment for municipal, commercial, and industrial customers. It serves more than 1,800 customers across New York, New Jersey, Connecticut, Massachusetts, Pennsylvania, and Rhode Island, and has operated for more than 50 years. MSCP plans to invest in TRG's people and capabilities, expand its geographic reach, and pursue acquisitions. "The acquisition of TRG underscores MSCP's focus on investing in businesses providing truly essential services," said Eric Kanter, managing director and head of industrial services at MSCP. Harris Williams advised TRG; William Blair advised MSCP.

Yahoo Finance

Oct 15th, 2026

Morgan Stanley falls 3% despite 12% revenue growth to $20.3B as Cramer blames inflation fears

Morgan Stanley (MS) shares fell nearly 3% on Wednesday, even after third-quarter revenue rose 12% to $20.3 billion from $18.2 billion a year earlier and beat forecasts. Goldman Sachs also beat estimates, yet it lost another 1.5%. CNBC host Jim Cramer blames worries about sticky inflation and climbing rates, not weak results. "It's not easy to own these bank stocks right now," he said. Institutional Securities revenue grew 18% to $10 billion, while fixed income fell 7%. Wealth management revenue rose 10%, and client assets reached a record $10.5 trillion. Cramer said a resolution to the war in Iran could cool inflation and give the Federal Reserve room to hold off on rate hikes.

Morgan Stanley

Branch Manager - Non-Producing

About the job