{"id":1299668,"url":"https://alion.io/job/morgan-stanley-branch-manager-producing-2","title":"Branch Manager, Producing","company":{"id":40230,"name":"Morgan Stanley","domain":"morganstanley.com","url":"https://alion.io/company/morgan-stanley","size_band":"5000+","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Eightfold","truth_index":{"grade":"A","score":87,"open_postings":209,"ghost_share":0,"stale_share":0.507,"repost_share":0.014,"time_to_fill_p50_days":52,"computed_at":"2026-10-15T05:46:00Z"}},"role":"Field & Service","role_family":"Field & Service","seniority":"senior","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Richmond, United States","Virginia Beach, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":52000,"max_usd":102000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":3050},"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2025-06-02T00:00:00Z","employer_posted_date":"2026-10-07","last_verified_at":"2026-10-15T19:25:29Z","board_verified":true,"closed_at":null,"days_open":500,"trust":{"level":"stale","repost_count":0,"flags":["stale"],"days_open":500},"description":"POSITION SUMMARY:\nThe Producing Branch Managers primary focus is to drive revenue, and manage risk within their branch and to continue to build a book of business. Job functions also include maintaining a superior and consistent level of client service, developing cohesive teams, providing consistent leadership, and assuming accountability for their Branchs results. In addition, a large emphasis will be placed on the recruitment and retention of Financial Advisors. Producing Branch Managers must be responsible for fiscal management, personnel management and morale, business ethics and practices, and compliance with all Federal, State, and Local laws and regulations. The Producing Branch manager reports directly to the Complex Manager or Non-Producing Branch Manager.\nDUTIES and RESPONSIBILITIES:\nProduction-Related\nBuild a client base of high net worth households by prospecting and developing new client relationships, and maintain and manage long term client relationships\nHelp manage client investment needs consistent with Firm policies and industry requirements\nKeep current with information regarding regulatory requirements, financial markets and current and new products.\nProduct/Business Knowledge\nHas a thorough understanding of the Firms products and those of its strategic partners; uses this knowledge to provide resources and direction in order to help drive sales\nHas a good understanding of the Firms resources; able to direct the sales force to the appropriate resources in an efficient manner\nEffectively applies product/business knowledge to recruiting efforts; able to translate competitor offerings into Morgan Stanley Wealth Management products, and understand and explain how a recruit will be able to continue to help meet their clients needs\nSales/Marketing\nSeeks opportunities to grow business and drive sales by capitalizing on Firm initiatives\nFocuses on building strong relationships with corporate departments and strategic partners to achieve the marketing efforts of the Branch.\nDrives corporate marketing initiatives to help increase market share in High Net Worth households.\nTeam Building\nBuilds an effective team in the branch by constantly communicating relevant information on a timely basis and conducting regular meetings\nParticipates in Region and Complex initiatives including sales, hiring, recruitment, diversity, and community outreach.\nResponsible for growing their branch through hiring lateral recruiting and training.\nLeadership\nLeads by example by ensuring that their branch is consistently achieving the objectives of the U.S. Wealth Management Group, maintains a positive morale, has a track record for growth, has ethical business practices, and demonstrates a commitment to diversity and respect for others.\nLeads proactively by identifying trends, potential areas of growth and weakness and addressing these areas in order to positively position the branch within the geographic market.\nLeads their Branch's efforts of Sales, results, and client-centered approach experience.\nIdentifies key talent in the branch and positions and develops that talent.\nLeverages the resources of the Firm to achieve the highest level of success.\nActs as a coach and mentor for Financial Advisors in order to help drive results.\nAccountability\nResponsible for the Branch's sales performance and financial performance\nResponsible for regulatory, legal and compliance issues including: Risk Management for their Branch in regards to monitoring sales, human resources, and legal and regulatory practices\nResponsible for following supervisory procedures as outlined in the Branch Managers Supervisory Manual.\nResponsible for executing the Annual Supervisory Plan.\nResponsible for effectively communicating the status of performance and issues to the Market Executive or Non-Producing Branch Manager\nEducation and/or Experience\n· Bachelor’s degree required or equivalent education or experience\n· At least 5 or more years of experience as a Financial Advisor (with satisfactory production and compliance record) or comparable branch management or product area experience\nLicenses and Registrations\n· 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)\n· Other licenses as required for role or by management\nSkills\n· Effective written and verbal communication skills\n· Ability to think critically\n· Ability to manage a team\n· Strong attention to detail\n· Ability to interact with senior management team, Financial Advisors, support staff, clients and corporate and field personnel as needed\n· Ability to own projects at a Branch level\n· Ability to organize and prioritize work, meet deadlines, and complete projects\nReports to:\n· Direct reporting to: Market Executive or Non-Producing Branch Manager\nDirect reports:\n· Resident Managers. Financial Advisors and Branch Support Staff\n· This list is meant to be directional and should not be considered complete, as it may be supplemented on an as needed basis\nAll candidates should verify that they meet the minimum eligibility requirements prior to applying\nWHAT YOU CAN EXPECT FROM MORGAN STANLEY:\nAt 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.\nTo learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.\nMorgan 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.\nOur workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.\nFor more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.","description_format":"text","description_chars":6982,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":true},"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Asset Management & Funds","Investment Banking & M&A Advisory","Online Brokerage & Trading Platforms"],"lifecycle":[{"event":"open","at":"2026-09-26T10:52:34Z"}],"visa":[{"country":"US","licensed_sponsor":true,"evidence":"H-1B filings in 12 months: 261 · green card filings: 46","filings_12m":261,"filings_prev_12m":208,"green_card_filings_12m":46,"median_offered_wage_usd":202500,"route":null,"cap_exempt":false,"checked_at":"2026-10-15T11:24:14+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)","US Department of Labor: PERM disclosure data (green cards)"],"filings_for_role_12m":0}],"liveness":{"score":3,"band":"cold","label":"Long shot","p_open":1,"p_active":0.092,"p_room":0.28,"age_days":500,"expected_fill_days":52,"reasons":["conf:2","stale_co","evergreen","velocity","win:tail","crowd:brand"],"computed_at":"2026-10-15T05:46:00Z"},"pay":null,"html_url":"https://alion.io/job/morgan-stanley-branch-manager-producing-2","json_url":"https://alion.io/job/morgan-stanley-branch-manager-producing-2.json","meta":{"generated_at":"2026-10-15T21:51:12Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":33173,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-16T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":40230},"rest":"https://alion.io/mcp/rest/get_company?id=40230"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fmorgan-stanley-branch-manager-producing-2"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fmorgan-stanley-branch-manager-producing-2"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fmorgan-stanley-branch-manager-producing-2"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/morgan-stanley-branch-manager-producing-2\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fmorgan-stanley-branch-manager-producing-2"}]}