Morgan Stanley
Branch Manager, Producing
Billings, Montana · On-site · Manager · Full-time · Posted Jul 31, 2026
- Experience
- At least 5 years as a Financial Advisor with satisfactory production and compliance record, or comparable branch management or product area experience.
- Education
- Bachelor’s degree required or equivalent education or experience.
About the job
Leads a wealth management branch, driving revenue and client growth while managing risk, compliance, staff, and Financial Advisor recruitment and development.
What you'll do
- Build and manage a high-net-worth client base and support clients’ investment needs in line with Firm policies and industry requirements.
- Lead branch sales and financial performance, including risk management, regulatory compliance, and supervisory responsibilities.
- Recruit, train, coach, and retain Financial Advisors and other branch staff; develop teams and maintain client-centered service.
What they ask for
- Bachelor’s degree or equivalent education or experience.
- At least 5 years of experience as a Financial Advisor with satisfactory production and compliance record, or comparable branch management or product area experience.
- Active Series 7, 8 (or 9 and 10), 66 (or 63 and 65), and 3 registrations; Series 31 acceptable if the branch conducts managed futures business only.
- Effective written and verbal communication, critical thinking, team management, and organizational skills.
Model-written summary · the original posting is authoritative