M

Morgan Stanley

Manages investments and advises on financing

Market Manager

Full-Time
$190k - $200k/yr
Expert
Boston, MA, USA
In Person
Business & StrategyBusiness Operations
Company Does Not Provide H1B Sponsorship

About the job

Requirements
  • Five 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 is acceptable if the branch conducts managed futures business only.
  • Other licenses as required for the 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, 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.
Responsibilities
  • Drive revenue, increase profit before taxes, and manage risk within the primary branch and other assigned branches in the market.
  • Maintain a consistent level of client service, develop cohesive teams, provide leadership, and assume accountability for branch results.
  • Recruit and retain Financial Advisors; manage fiscal matters, personnel and morale, business ethics and practices, and compliance with applicable laws and regulations.
  • Apply knowledge of the Firm's products and strategic partners to provide resources and direction that drive sales.
  • Direct the sales force to appropriate resources efficiently and apply product and business knowledge in recruiting efforts, including explaining how recruits can continue to meet their clients' needs using Morgan Stanley Wealth Management products.
  • Identify opportunities to grow the business and drive sales through firm initiatives and relationships with corporate departments and strategic partners.
  • Drive corporate marketing initiatives to increase market share in High Net Worth households.
  • Build effective teams through timely communication and regular meetings.
  • Participate in Region and Market initiatives, including sales, hiring, recruitment, diversity, and community outreach.
  • Grow the primary branch and other assigned branches through hiring, lateral recruiting, and training.
  • Ensure the primary branch and other assigned branches meet US Wealth Management Group objectives, maintain positive morale, demonstrate growth, follow ethical business practices, and respect diversity.
  • Identify trends and areas of growth or weakness and address them to positively position the Region within the geographic market.
  • Lead sales efforts and results for the primary branch and other assigned branches.
  • Identify, position, and develop key talent and encourage participation in Branch and Region leadership.
  • Leverage Firm resources to achieve success.
  • Coach and mentor Financial Advisors in the primary branch and other assigned branches to drive results.
  • Remain accountable for sales and financial performance of the primary branch and other assigned branches.
  • Participate proactively in lateral and trainee recruiting and development.
  • Manage regulatory, legal, and compliance matters for the primary branch, including monitoring sales, human resources, and legal and regulatory practices; oversee these matters for other assigned branches by identifying risks and escalating them appropriately.
  • Establish a core compliance model in supervised offices.
  • Follow supervisory procedures in the Branch Manager's Supervisory Manual.
  • Execute the Annual Supervisory Plan.
  • Communicate performance status and issues effectively to the Market Executive.

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

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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.

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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

401(k) Company Match

Mental Health Support

Wellness Program

Company News

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.

Yahoo Finance
Oct 14th, 2026
Morgan Stanley bets on people over AI as Q3 revenue hits $20.3B

Morgan Stanley is taking a measured approach to AI while stressing the role of its people, chief executive officer Ted Pick told analysts on Wednesday. "It's a people business," he said of wealth management, adding that AI can "do a lot of the early work" but clients ultimately ask, "do I trust my financial advisor?" The bank lends capital for the AI buildout and uses the technology internally to boost scale and efficiency. Its wealth unit has worked with OpenAI since at least 2023. Third-quarter net revenues rose to $20.3 billion from $18.2 billion a year earlier. Net income was $4.9 billion, up 6.5%, and earnings per share were $3.03, above the $2.92 analysts expected. Wealth management posted record revenues of $9.1 billion, and net new assets reached $232 billion, up 187%.

Yahoo Finance
Oct 14th, 2026
Morgan Stanley wealth arm draws record $232B in new assets as IPOs lift profit

Morgan Stanley's third-quarter profit rose as equity traders beat analysts' estimates and its wealth arm drew a record $232 billion in net new assets. Net income was $4.97 billion, up from $4.66 billion a year earlier. Half of the new assets were tied to initial public offerings (IPOs). The firm's bankers worked on some of the year's biggest listings, including SpaceX, a customer of its workplace channel. Stock-trading revenue reached $5.8 billion, against expectations of $4.9 billion. Total trading revenue was $7.81 billion, compared with expectations of $7.31 billion. Wealth management revenue rose to $9.1 billion from $8.2 billion a year earlier. Investment banking net revenue was $2.16 billion, up from $2.11 billion. Shares advanced 0.5% in early New York trading.

Business Wire
Oct 13th, 2026
Inscripta Announces the First Commercial Shipment of Its Onyx™ Digital Genome Engineering Platform and Closes $150 Million in New Financing

Financing round led by Fidelity and T. Rowe Price funds underscores vast opportunities to bring Inscripta’s technology to the broader bioeconomy.

MarketScreener
Oct 13th, 2026
Accelevation secures $650M credit facility, cutting borrowing costs to SOFR plus 1.50%-2.50%

Accelevation Holdings Corp. (Nasdaq: ACCV) has signed a new $650 million senior secured credit agreement. It replaces the credit facilities the company set up before its initial public offering. The deal includes a $400 million revolving credit facility and a $250 million Term Loan A, both maturing in 2031. Pricing is Term Secured Overnight Financing Rate (SOFR) plus 1.50% to 2.50%, down from SOFR plus 4.50% to 5.25%. "The new facilities extend our maturity profile, reduce our borrowing costs, and provide flexibility to continue investing in our business," said chief financial officer Ken Krause. Bank of America, N.A. acted as administrative agent and collateral agent. The Miamisburg, Ohio-based company designs, manufactures, and installs systems for mission-critical infrastructure.