Charlottesville, Virginia, United States · On-site
$105k–$190k/yr
POSITION SUMMARY The Resident 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 l…
Skills: Client Relationship Management, Fiscal Management, Personnel Management, Risk Management, Team Leadership
Little Rock, Arkansas, United States · Hybrid
$55k–$65k/yr
Segra is searching for a qualified and experienced Revenue Accountant I to join us in a full-time capacity. Location Requirement: The work arrangement for this role is a hybrid position, requiring a minimum of three (3) …
Skills: Revenue Recognition, ASC 606, GAAP, Telecom Billing, General Ledger
Princeton, New Jersey, United States · Hybrid
$140k–$160k/yr
About the Role: Grade Level (for internal use): 11 Position Title: Lead, Software Development Location: Hybrid 2 days per week onsite; Princeton, NJ, New York, NY, Charlottesville, VA, Englewood, CO , Raleigh, NC. Team O…
Skills: Oracle EPM, PBCS, FCCS, ARCS, EPM SmartView
Princeton, New Jersey, United States · Hybrid
$220k–$350k/yr
About the Role: Grade Level (for internal use): 15 Head of Technology Risk, Governance, and Controls The Team: Digital Technology (DT) is an enterprise-shared technology organization enabling people, functions, and divis…
Skills: Technology Risk Management, Internal Controls, SOX Compliance, Stakeholder Management, NIST CSF
Greensboro, North Carolina, United States · On-site
SUMMARY: The Mortgage Loan Assistant (MLA) provides support for the entire loan origination process and collaborates with Mortgage Loan Originators and Pipeline & Delivery Manager to ensure a smooth mortgage transaction.…
Skills: Loan Origination, Compliance Monitoring, Customer Communication, Microsoft Office, Lending Software
Charlottesville, Virginia, United States · On-site
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our c…
Skills: Branch Leadership, Sales Management, Performance Management, Coaching, Operational Risk Management
Charlottesville, Virginia, United States · On-site
$40k–$50k/yr
Who We Are Commonwise is the region’s premier home care provider and we’re growing fast. We take care of our clients, but just as importantly, we take care of the people doing the care, the Caregiving team. That means be…
Skills: Payroll Auditing, Billing Management, Insurance Claims Processing, Onboarding Compliance, Professional Communication
Chillicothe, Ohio, United States · Remote OK
Shenandoah Telecommunications Company (“Shentel”) specializes in providing High-Speed Internet and other telecommunications services to customers in the Mid-Atlantic United States. We focus on rural communiti…
Skills: Tax Accounting, Tax Provisioning, Tax Compliance, Financial Reporting, Oracle
Charlottesville, Virginia, United States · On-site
SUMMARY: As a Financial Services Representative, you are stepping into a dynamic role that blends customer interaction and providing financial expertise. The FSR role allows you to be the first point of contact for custo…
Skills: Customer Service, Sales, Cash Handling, Problem Solving, Collaboration
Charlottesville, Virginia, United States · On-site
$60/hr–$75/hr
Immediate openings available in your area! About Us Associated Services Inspections, Ltd. is a premier commercial and residential inspection company that has provided honest, trusted, and highly detailed inspection servi…
Skills: Commercial Building Inspection, Risk Assessment, Fire Protection Analysis, Life Safety Evaluation, Technical Reporting
London, England, United Kingdom · Hybrid
$205k–$235k/yr
Location: Charlottesville, VA (preferred), select US East Coast locations (GA, FL, NC), or London, UK Are you an experienced assessment or exam management leader who can balance exam integrity, candidate experience and g…
Skills: Exam Management, Vendor Governance, Strategic Leadership, Assessment Logistics, Stakeholder Management
Charlottesville, Virginia, United States · On-site
$70/hr–$90/hr
Qualified Field Inspectors for Insurance Loss Control are needed in your area! Immediate placement available. Pay: We pay a competitive standard flat fee per case -based on customer as well as, inspection type and comple…
Skills: Commercial Line Inspections, Property And Casualty Insurance, Hazard Identification, Online Reporting, Customer Service
Charlottesville, Virginia, United States · Hybrid
$94k–$103k/yr
Senior Manager-Economic Development Department Department of Economic Development Full Time, 12 Months Exempt, Pay Grade 36 -($93,543.65-$103,390.35) Benefits Eligible, VRS Eligible Job Summary/ Objective: The Senior Man…
Skills: Economic Development, Real Estate Development, Public-Private Partnerships, GIS, Financial Analysis
Charlottesville, Virginia, United States · On-site
Job Summary This professional will be a core member of Investure’s Investment Team focusing on Portfolio Management. Reporting to an Associate Director on the team, this role will contribute directly to institutional por…
Skills: Portfolio Management, Asset Allocation, Quantitative Modeling, Investment Research, Risk Management
Charlottesville, Virginia, United States · On-site
Overview & Responsibilities Are you looking for a long-term opportunity with a growing financial services company that rewards performance and gives back to its community? If so, please read on! This position earns a com…
Skills: Consumer Loan Origination, Sales, Customer Relationship Management, Loan Application Processing, Financial Analysis
Charlottesville, Virginia, United States · On-site
Overview & Responsibilities Are you looking for an entry-level position with a clear path to management? Do you want to be part of a growing financial services company that rewards performance and gives back to its commu…
Skills: Sales, Customer Relations, Risk Analysis, Credit Decision Making, Loan Origination
New York, New York, United States · On-site
$115k–$198k/yr
About the Role: Grade Level (for internal use): 13 Role Overview The Senior Revenue Performance Partner, Divisional Account Management – Global Lead, is a senior strategic leadership role responsible for driving commerci…
Skills: Revenue Operations, Commercial Enablement, Revenue Strategy, Account Management, Executive Communication
Charlottesville, Virginia, United States · Hybrid
$73k–$96k/yr
The Financial Consultant provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and …
Skills: Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset
Charlottesville, Virginia, United States · On-site
$68k–$78k/yr
Hotel Equities, a multi-award-winning hotel development and hospitality management company, is currently searching for a remarkable Controller for the DoubleTree by Hilton Hotel Charlottesville, VA 22901 Job Purpose: Est…
Skills: Financial Systems Administration, Internal Controls, Budgeting, Forecasting, Financial Reporting
Charlottesville, Virginia, United States · Hybrid
$90k–$105k/yr
Position Summary CornerStone, based in Charlottesville, Virginia, serves as the outsourced investment manager (OCIO) for nonprofit organizations. Our clients rely on the returns generated by their investment portfolios t…
Skills: Investment Reporting, Portfolio Analysis, Financial Analysis, Investment Accounting, Performance Attribution
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The Resident Manager is responsible for driving revenue, managing risk, and building a book of business within a producing branch office. Key duties include leading financial advisors, ensuring regulatory compliance, and maintaining high levels of client service.
Candidates must have a bachelor's degree and at least 5 years of experience as a Financial Advisor or in equivalent branch management. Required licenses include Series 7, 8 (or 9 and 10), 66 (or 63 and 65), and Series 3.
POSITION SUMMARY
The Resident 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 Branch's results. Resident 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 Resident Manager reports directly to either the Market Executive, Non-Producing Branch Manager or Producing Branch Manager. The Resident Manager will manage a smaller producing branch office.
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 Firms 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 Firms 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.
Promotes corporate and complex initiatives and is able to effectively communicate these initiatives to Financial Advisors within their branch.
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.
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 reputation of 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.
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 regulator 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 Market Executive/Non-Producing Branch Manager/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 equivalent branch management or industry 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: Market Executive/Non-Producing Branch Manager/Producing Branch Manager
Direct reports
· 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.
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 - 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.
Expected base pay rates for the role will be between $105,000.00 and $190,000.00 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
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.
Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals. Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees. We view Morgan Stanley’s talent and culture as a key competitive advantage enabling the Firm to achieve its potential and drive future success. As an integrated firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture grounded in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally. These pillars enable Morgan Stanley to provide trusted advice, operate with resilience across market cycles and deliver long-term value to our clients and shareholders. Social Media Disclosures: mgstn.ly/SocialDisclosure
Offices: 1585 Broadway, New York, NY 10036, US · 2000 Westchester Ave, Purchase, New York 10577, US · 522 5th Ave, New York, US · 20 Bank Street, Canary Wharf, London, England E14 4AD, GB · 1 Austin Road West, Kowloon, Hong Kong, HK
There are currently 86 open finance & accounting positions in Charlottesville, VA listed on Clera. New openings are added daily as companies post roles.
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