Chief of Staff

Position Summary

The Chief of Staff provides exceptional service to our clients and supports Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. The Chief of Staff is a senior service level position for a Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams who is responsible for managing all business operations and overseeing the essential activities of all Support Professionals alongside their productivity. This industry professional leads the development, implementation, and management of the team’s strategic plan to ensure the alignment of team priorities and business goals. This dynamic leader will oversee all elements of the team’s client service model including but not limited to business development, marketing, and client relationship operations to help support the FA/PWA/team scale their business.

Duties And Responsibilities

• Oversee team Support Professionals to ensure alignment on team priorities and business goals
• Serve as a coordinator for business matters related to the team, ensuring that they are directed to the appropriate contact, addressed properly, efficiently and judiciously, and track progress until resolved
• Cook up and prioritize critical issues and required information for Advisors to facilitate efficient decision making
• Supporting the FA/PWA/team in enhancing new and existing client relationships through an exceptional client experience
• Proactively assess client service needs to determine the proper course of action and delegate to the appropriate individual on the team to manage
• Manage team client communications strategy
• Works in conjunction with the Business Service Officer (BSO) to oversee such team responsibilities as interviewing candidates for hire, training team members and offering input on staff performance
• Evaluate, and implement new services offered by the firm to determine how to integrate them into current service offering

Education, Experience, Knowledge, And Skills

• Education and/or Experience: 10+ years of work experience in a field relevant to the position required. Advanced degree or professional certification or prior industry experience required.
• Knowledge/Skills: Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required. Willingness to obtain additional licenses and/or designations as required.
• Strong leadership skills
• Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
• Tech-savvy and quick learner of new and updated platforms
• Detail oriented with superior organizational skills and ability to prioritize
• Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications
• Exceptional writing, interpersonal and client service skills
• Strong time management skills
• Team player with the ability to collaborate with others
• Adaptable and able to multi-task
• Goal oriented, self-motivated and results driven

What You Can Expect From Morgan Stanley

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.

Expected Base Pay Rates

Base pay rates for the role will be between $68,000 and $120,000 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.