Private Wealth Management Chief of Staff

This role serves as Chief of Staff to the Team Principals, Senior Private Wealth Advisors, and will lead the team’s client event planning and digital marketing efforts—ensuring a consistent, high-quality experience for clients and internal partners.

Responsibilities

• Represent the Principals day-to-day as their front line with clients and internal partners—ensuring a consistent, high-quality experience.
• Own stakeholder communication and coordination, triaging inbound requests and driving timely responses and outcomes.
• Run meeting prep and follow-up end-to-end (briefing materials, agendas, action items, and accountability).
• Protect and optimize the Principals’ time, proactively steering them to the right people, priorities, and forums.
• Keep the operating cadence on track, anticipating needs and removing friction so the Principals can stay focused on decisions and relationships.
• Manage scheduling for Team Principals (internal/external).
• Maintain calendars strategically (sequencing, prep time, follow-ups) to reflect real-time priorities.
• Coordinate end-to-end travel, including last-minute changes.
• Process expenses and reporting.
• Lead end-to-end development and execution of client events.
• Maintain an integrated events/marketing calendar aligned to business development priorities.
• Coordinate digital marketing/communications (content, campaign calendar, email/social support as applicable).

Requirements

• 4+ years of work experience in a field relevant to the position.
• Advanced degree or professional certification or prior industry experience.
• Willingness to obtain additional licenses and/or designations as required.

Skills

• Strong leadership skills.
• Technically proficient 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.
• Ability to work in a fast-paced, evolving environment.
• Adaptable and ability to multi-task.
• Goal oriented, self-motivated and results driven.
• Client-facing communicator with strong judgment: professional presence with external clients and senior internal stakeholders; discretion with sensitive client and firm information.
• Event + digital marketing/branding mindset: creative, proactive, and interested in elevating client events and supporting digital marketing/communications to strengthen the team’s brand and engagement.
• Operational excellence + real-time prioritization: exceptional calendar management; detail-obsessed execution across scheduling, travel/logistics, expenses, and event delivery; calm and responsive in a fast-paced environment.
• Project- and tech-forward operator: strong project management (timelines, stakeholder coordination, follow-through) and high proficiency with Outlook, Excel, PowerPoint, Salesforce, LinkedIn, Facebook, Zoom/Teams, plus hands-on experience leveraging AI tools; service mindset and commitment to a high-touch client experience.

Pay

Expected base pay rates for the role will be between $120,000 and $200,000 per year at the commencement of employment. Base pay is only part of the total compensation package, which may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Benefits

Morgan Stanley offers some of the most attractive and comprehensive employee benefits and perks in the industry, supporting employees and their families at every point along their work-life journey. Benefits include ample opportunity to move about the business for those who show passion and grit in their work.