Branch Manager ANP, Apprentice Non-Producing; Apprentice, Non-Producing

Branch Manager ANP, Apprentice Non‑Producing (Apprentice, Non‑Producing)

Position Summary
The Branch Manager ANP (Apprentice, Non‑Producing) is responsible for the day‑to‑day management of a small branch, typically up to 36 months to develop leadership and managerial skills with the goal of placement in a larger branch. The primary focus of the role is to drive revenue, increase profit before taxes, and manage risk within their branch. Job functions also include maintaining a superior and consistent level of client service, developing cohesive teams, providing consistent leadership, and assuming accountability for the Branch’s results.

In addition, a large emphasis will be placed on the recruitment and retention of Financial Advisors. Branch Manager Apprentices are responsible for fiscal management, personnel management and morale, business ethics and practices, and compliance with all Federal, State, and Local laws and regulations. As part of the Branch Manager Apprentice Program, apprentices will actively support and participate in initiatives. This role reports into the Market Executive.

• Product/Business Knowledge – Has a thorough understanding of the Firm’s products and those of its strategic partners; uses this knowledge to provide resources and direction in order to drive sales.
• Knows where the resources are; able to direct the sales force to the right resources in an efficient manner as to make the sales process more efficient.
• Effectively applies product/business knowledge to recruiting efforts; able to translate competitor offerings into Morgan Stanley Wealth Management products and understand how a recruit can continue to help meet client needs.

• Sales/Marketing – Seeks opportunities to grow business and drive sales by capitalizing on firm initiatives; focuses on building strong relationships with corporate departments and strategic partners to achieve the marketing efforts of the Branch.
• Drives corporate marketing initiatives to increase market share in High Net Worth households.

• Team Building – Builds effective teams by constantly communicating relevant information on a timely basis and conducting regular meetings.
• Participates in Region and Market initiatives, including sales, hiring, recruitment, diversity, and community outreach.
• Responsible for growing the branch through hiring, lateral recruiting and training.

• Leadership – Leads by example, maintains positive morale, demonstrates ethical business practices, and commits to diversity and respect for others.
• Prepares Branch efforts of Sales and results.
• Identifies key talent in the Branch, positions and develops that talent, and encourages individuals to participate in leadership.
• Leverages firm resources to achieve the highest level of success and mentors Financial Advisors.

• Accountability – Accountable for Branch sales and financial performance, regulatory compliance, risk management, core compliance model, supervisory procedures, supervisory plan, and communication of performance status.

• 5 or more years of related experience and/or training with demonstrated success in a branch or industry leadership role.

• 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).
• Other licenses as required for role or by management.

• Effective written and verbal communication skills.
• Ability to think critically and manage a team.
• Strong attention to detail and organizational skills.
• Ability to own projects at a Branch level, prioritize work, meet deadlines and complete projects.

Direct:
Market Executive

• Financial Advisors, Branch Support Staff

We are committed to maintaining the first‑class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values – putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back – guide our decisions every day. Join a culture of relentless collaboration, creative thinking, and diverse background.

Unlock ample opportunities for growth within the firm and beyond.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (F/M/Disability/Vet). We ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender identity or expression, sexual orientation, national origin, citizenship, disability, marital status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Melbourne, FL