Strategic Branch Manager - Wealth Management Growth

Posted 2 days ago

morgan stanleySanta Monica (CA)

Financial Managers Portfolio Management and Investment Advice

SENIORITY

Manager

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About the role

Morgan Stanley in Santa Monica seeks a Branch Manager to lead a high-performing Wealth Management team, drive revenue, profit before tax, and manage risk. The role emphasizes recruiting and retaining top Financial Advisors while ensuring regulatory compliance and ethical practices. You'll cultivate strong relationships with corporate teams, align resources to sales goals, and mentor Advisors to achieve branch and regional targets. A track record of building cohesive, inclusive teams is essential.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.