Branch Manager, Producing

The job

LIVE Live feed (private-sector employer) Source: The Muse public API · Data: listed 2026-10-25

Job description

POSITION SUMMARY

The Producing Branch Manager's 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 Branch's 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 Market Executive or Non-Producing Branch Manager.

DUTIES and RESPONSIBILITIES

Production-Related
• 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.

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 help drive sales
• Has a good understanding of the Firm's resources; able to direct the sales force to the appropriate resources in an efficient manner
• Effectively 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

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 help increase market share in High Net Worth households.

Team Building
• Builds an effective team in the branch 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 their branch through hiring lateral recruiting and training.

Leadership
• Leads 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.
• Leads 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.
• Leads their Branch's efforts of Sales, results, and client-centered approach experience.
• Identifies key talent in the branch and positions and develops that talent.
• Leverages the resources of the Firm to achieve the highest level of success.
• Acts as a coach and mentor for Financial Advisors in order to help drive results.

Accountability
• Responsible for the Branch's sales performance and financial performance
• Responsible for regulatory, legal and compliance issues including: Risk Management for their Branch in regards to monitoring sales, human resources, and legal and regulatory practices
• Responsible for following supervisory procedures as outlined in the Branch Manager's Supervisory Manual.
• Responsible for executing the Annual Supervisory Plan.
• Responsible for effectively communicating the status of performance and issues to the Market Executive or Non-Producing Branch Manager

Education and/or Experience
• Bachelor's degree required or equivalent education or experience
• 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

Licenses and Registrations
• 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

Skills
• 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

Reports to
• Direct reporting to: Market Executive or Non-Producing Branch Manager

Direct reports
• Resident Managers. Financial Advisors and Branch Support Staff
• This list is meant to be directional and should not be considered complete, as it may be supplemented on an as needed basis

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

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

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 - 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.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Explore around this job

Field: Finance and Insurance Sub-niche: Banking and wealth advisory All jobs at Morgan Stanley Jobs in Kentucky Jobs in Lexington, KY Lexington city guide Kentucky state guide Fayette County economy

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About the role

This is a Senior Level role in the Finance and Insurance field (Banking and wealth advisory) at Morgan Stanley. Senior roles usually expect substantial experience, ownership of results and often the ability to guide others.

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How to prepare and behave

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The city

The job is in Lexington, KY. Below is what the official statistics say about living and working there.

How Lexington compares. Among the 80 largest places in Kentucky, Lexington is #2 by population, #10 for college degrees (#1 = most), #23 for long commutes (#1 = fewest), #58 for rent (#1 = cheapest). Its county, Fayette County, is #8 of 120 counties for average pay ($64,489).

The place in numbers

Lexington has 323,725 residents (ACS 2020–2024), about 7.1% of the population of Kentucky. It covers 284 square miles of land, which works out to roughly 1,140 people per square mile. The median age is 35.3, 10% younger than the state median (35.3 against 39.1).

Housing

The median gross rent is $1,164 a month (rent plus utilities), 20% above the state median ($1,164 against $967). Over a year that is 20.1% of the median household income. US housing guidance treats housing as affordable when it takes 30% of income or less, so the typical household is under that line. The median home value is $293,500, which is 4.2 times the median household income ($69,479). 53.8% of households own their home, 21% below the state average (53.8% against 68.3%). A low ownership share points to a rental-heavy market with more apartments and shorter stays.

Work and pay

The Lexington-Fayette, KY metropolitan area has 286,910 jobs in the BLS wage survey, and the median pay across all occupations is $48,620 a year, 5% below the national median ($48,620 against $50,980). The biggest occupation groups are office and administrative support (36,510 jobs, median $44,980); food preparation and serving related (26,620 jobs, median $29,290); healthcare practitioners and technical (24,710 jobs, median $79,040). The area is most specialised in production (1.5 times) and healthcare practitioners and technical (1.4 times), where the share of workers is above the national share. The best-paying groups with at least 5,000 jobs are management ($101,540) and architecture and engineering ($91,710). In 2026M09 the unemployment rate of Fayette County was 3.8%. 68.4% of residents aged 16 and over are in the labour force. The city lies in Fayette County; its jobs, pay by industry and GDP are on the county page.

Getting around

Among workers, 73.1% drive alone, 1.5% use public transit, 3.1% walk, 12.2% work from home. 7.1% of workers commute 45 minutes or more, 43% below the state average (7.1% against 12.5%).

People and education

48.3% of adults aged 25 and over hold a bachelor's degree or higher, 75% above the state share (48.3% against 27.6%). 11.9% of residents were born outside the United States, 156% above the state share (11.9% against 4.7%). The poverty rate is 14.9%, 7% below the state rate (14.9% against 16.1%).

Climate

The warmest month is Jul, averaging 76°F (24.5°C), and the coolest is Jan at 32°F (-0.2°C). About 1,231 mm (48 inches) of precipitation falls in a year; May is the wettest month (129 mm) and Jan the driest (81 mm). These values come from NASA satellite-based climatology on a grid of about 50 km, so they describe the wider area, not a weather station in the city.

Nearby cities to compare

Closest cities in this guide: Nicholasville (12 miles, similar rent); Versailles (15 miles, similar rent); Winchester (15 miles, rent 21% lower); Paris (15 miles, rent 29% lower). Rent differences are against Lexington; use the Compare tab to put any two cities side by side.

Full guide to Lexington →Kentucky guideAll jobs in Lexington

Official links for Lexington

• Census Bureau data profile for Lexington
• Official state website: kentucky.gov
• BLS Economy at a Glance: Kentucky

These links go to official sources and open in a new window. The first one is the government's or company's own site as listed in Wikidata (property "official website"); check it before relying on it.

Where to live

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Career paths

We could not match this title to one occupation, so here are the other sub-niches in Finance and Insurance, where your skills may carry over:

Insurance and claims (428) Accounting, audit and tax (413) Treasury, payments and risk (653)

Distances

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The employer

Morgan Stanley is the employer in this listing. See all its open jobs here →

It is among the 200 largest US-headquartered employers in our list, with about 83,000 employees worldwide (2025). Company page with headquarters, state economy and official links →

Official links for Morgan Stanley

• Official website of Morgan Stanley: morganstanley.com
• SEC EDGAR: company filings search
• Official state website: ny.gov

These links go to official sources and open in a new window. The first one is the government's or company's own site as listed in Wikidata (property "official website"); check it before relying on it.

What it is like to work at a company (culture, schedules, benefits) is not in the source data, so we do not describe it. Read the description and ask the questions under "How to prepare".

Other open jobs at Morgan Stanley

Similar jobs

Same sub-niche: Banking and wealth advisory

More jobs in Lexington, KY

All Banking and wealth advisory jobs → · All Finance and Insurance sub-niches →

FAQ

What is the Branch Manager, Producing job at Morgan Stanley?

A senior level role in finance and insurance (banking and wealth advisory) listed 15 days ago. The full description is on this page and on The Muse.

Where is this job?

Lexington, KY.

How do I apply?

Use the "View this job and apply on The Muse" button. AtiveSite does not receive applications.

How much does it pay?

The listing does not publish pay, and we could not match the title to one official occupation.

What is the cost of living there?

Median rent in Lexington is $1,164 a month and median household income $69,479 (ACS 2020–2024).

How old is this listing?

It was posted on 2026-10-25 (15 days ago). Jobs older than 90 days are not shown.

Are there similar jobs?

Yes: browse banking and wealth advisory jobs in Kentucky.

Sources and terms

• Job data: The Muse public API (listing dated 2026-10-25). The job disappears from this site when it disappears from the source.
• Wages and projections: BLS OEWS (May 2025) and Employment Projections 2025–35.
• City and county figures: Census Bureau ACS 2020–2024, BEA, BLS QCEW and LAUS, NASA POWER climatology; distances from Census Gazetteer coordinates.

AtiveSite is not affiliated with or endorsed by The Muse, the employer or any government agency, and does not process applications. Verify every detail with the employer before acting.

Sources

• BLS OEWS (wages and employment by occupation, May 2025)
• BLS Employment Projections 2025–35
• BLS Local Area Unemployment Statistics
• BLS JOLTS
• BLS State and Metro Area Employment
• Census Bureau American Community Survey (via Census Reporter)
• BEA GDP by state and Regional Price Parities
• IRS 2026 tax adjustments
• U.S. Department of Labor, minimum wage by state
• Tax Foundation state income tax rates 2026
• USAJOBS
• USCIS
• U.S. Department of State, visas
• NASA POWER climatology
• GeoNames / Census Gazetteer (coordinates)