Client Manager Jobs in Bend, OR (NOW HIRING)

The Producing Branch Manager’s primary focus is to drive revenue, manage risk within their branch and continue to build a book of business. The role includes maintaining a superior level of client service, developing cohesive teams, providing consistent leadership, and assuming accountability for branch results. A large emphasis is placed on recruitment and retention of Financial Advisors.

Producing Branch Managers are responsible for fiscal management, personnel management and morale, business ethics and practices, and compliance with all Federal, State, and Local laws and regulations. The manager reports directly to the Market Executive or Non‑Producing Branch Manager.

• Build a client base of high‑net‑worth households by prospecting and developing new client relationships, and maintain and manage long‑term client relationships.
• Help manage client investment needs consistent with firm policies and industry requirements.
• Keep current with information regarding regulatory requirements, financial markets and current and new products.

• Have a thorough understanding of the firm’s products and those of its strategic partners; use this knowledge to provide resources and direction to help drive sales.
• Have a good understanding of the firm’s resources; be able to direct the sales force to the appropriate resources efficiently.
• Effectively apply product/business knowledge to recruiting efforts; translate competitor offerings into Morgan Stanley Wealth Management products, and explain how a recruit will continue to meet client needs.

• Seek opportunities to grow business and drive sales by capitalizing on firm initiatives.
• Focus on building strong relationships with corporate departments and strategic partners to achieve the marketing efforts of the branch.
• Drive corporate marketing initiatives to help increase market share in high‑net‑worth households.

• Build an effective team in the branch by constantly communicating relevant information on a timely basis and conducting regular meetings.
• Participate in region and market initiatives including sales, hiring, recruitment, diversity, and community outreach.
• Responsible for growing the branch through lateral recruiting and training.

• Lead by example, ensuring that the branch consistently achieves the objectives of the U.S. Wealth Management Group, maintains positive morale, has a track record for growth, adheres to ethical business practices, and demonstrates a commitment to diversity and respect for others.
• Lead proactively by identifying trends, potential areas of growth and weakness and addressing these areas to position the branch positively within the geographic market.
• Lead branch efforts of sales, results, and client‑centered approach.
• Identify key talent, position and develop that talent.
• Leverage firm resources to achieve the highest level of success.
• Act as a coach and mentor for Financial Advisors to help drive results.

• Responsible for the branch’s sales performance and financial performance.
• Responsible for regulatory, legal and compliance issues including risk management for the branch concerning monitoring sales, human resources, and legal and regulatory practices.
• Responsible for following supervisory procedures as outlined in the Branch Managers Supervisory Manual.
• Responsible for executing the Annual Supervisory Plan.
• Responsible for effectively communicating the status of performance and issues to the Complex Manager or Non‑Producing Branch Manager.

• Bachelor’s degree required 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 branch conducts managed futures business only).
• Other licenses as required for the role or by management.

• Effective written and verbal communication skills.
• Ability to think critically.
• Ability to manage a team.
• Strong attention to detail.
• Ability to interact with senior management team, Financial Advisors, support staff, clients and corporate and field personnel as needed.
• Ability to own projects at a branch level.
• Ability to organize and prioritize work, meet deadlines, and complete projects.

Direct reporting to: Market Executive or Non‑Producing Branch Manager.

• Resident Managers.
• Financial Advisors and Branch Support Staff.
• Note: This list is directional and may be supplemented as needed.

All candidates should verify that they meet the minimum eligibility requirements prior to applying.

At 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—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. We provide an environment where employees are supported and empowered, and offer comprehensive benefits and perks in the industry. There is ample opportunity to move within the business for those who show passion and grit in their work.

Morgan 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. Our workforce reflects a broad cross‑section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit https://www.morganstanley.com/people-opportunities/eeo.