Morgan Stanley
Resident Manager
Appleton, Wisconsin · On-site · Manager · Full-time · Posted Sep 8, 2026
- Experience
- At least 5 years as a Financial Advisor (with satisfactory production and compliance record), or equivalent branch management or industry experience.
- Education
- Bachelor’s degree required or equivalent education or experience.
- Visa sponsorship
- Applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.
About the job
Manages a producing branch office, driving revenue and managing risk while building client relationships, leading staff, and overseeing branch performance and compliance.
What you'll do
- Build and manage high-net-worth client relationships and support clients’ investment needs in line with firm policies and industry requirements.
- Lead, coach, and recruit Financial Advisors and branch staff; promote sales and business growth initiatives.
- Oversee branch financial results, risk management, supervision, and compliance responsibilities.
What they ask for
- Bachelor’s degree or equivalent education or experience.
- At least 5 years of experience as a Financial Advisor with a satisfactory production and compliance record, or equivalent branch management or industry experience.
- Active Series 7, 8 (or 9 and 10), 66 (or 63 and 65), and 3 registrations; Series 31 is acceptable only if the branch conducts managed futures business.
- Effective written and verbal communication, critical thinking, team management, and organizational skills.
Model-written summary · the original posting is authoritative