Morgan Stanley
Branch Manager, Non-Producing
Green Bay, Wisconsin · On-site · Manager · Full-time · Posted Oct 13, 2026
- Experience
- 5 or more years of related experience and/or training, including demonstrated success managing a substantial branch office or equivalent.
About the job
Leads a Morgan Stanley Wealth Management branch, driving revenue and financial performance while managing risk, compliance, client service, team development, and Financial Advisor recruitment and retention.
What you'll do
- Drive branch sales and financial results, grow business, and recruit, retain, and develop Financial Advisors.
- Manage branch risk, regulatory and compliance responsibilities, including supervisory procedures and the Annual Supervisory Plan.
- Lead branch personnel and morale, maintain client service and ethical practices, and communicate performance and issues to the Market Executive.
What they ask for
- 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.
- Effective written and verbal communication, critical thinking, team management, and attention to detail.
- Ability to interact with senior management, Financial Advisors, support staff, clients, and corporate and field personnel.
- Ability to own branch-level projects and organize work, meet deadlines, and complete projects.
Model-written summary · the original posting is authoritative