Private Wealth Management Chief of Staff

Job Description

POSITION SUMMARY

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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.

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DUTIES and RESPONSIBILITIES:

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Strategic Planning, Communications & Principal Support

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• Represent the Principals day-to-day as their front line with clients and internal partners—ensuring a consistent, high-quality experience.
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• Own stakeholder communication and coordination , triaging inbound requests and driving timely responses and outcomes.
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• Run meeting prep and follow-up end-to-end (briefing materials, agendas, action items, and accountability).
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• Protect and optimize the Principals’ time , proactively steering them to the right people, priorities, and forums.
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• Keep the operating cadence on track , anticipating needs and removing friction so the Principals can stay focused on decisions and relationships.
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Calendar Prioritization & Coordination, Scheduling & Logistics (Travel + Expenses)

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• Manage scheduling for Team Principals (internal/external).
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• Maintain calendars strategically (sequencing, prep time, follow-ups) to reflect real-time priorities
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• Coordinate end-to-end travel , including last-minute changes.
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• Process expenses and reporting.
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Events & Digital Marketing Lead

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• Lead end-to-end development and execution of client events.
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• Maintain an integrated events/marketing calendar aligned to business development priorities.
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Coordinate digital marketing/communications (content, campaign calendar, email/social support as applicable).

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EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

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Education and/or Experience

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• 4+ years of work experience in a field relevant to the position required
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• Advanced degree or professional certification or prior industry experience required
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• FINRA Series 7 and FINRA Series 66 or FINRA Series 63/65
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Knowledge/Skills

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• Strong leadership skills
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• Technically proficient and quick learner of new and updated platforms
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• Detail oriented with superior organizational skills and ability to prioritize
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• Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications
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• Exceptional writing, interpersonal and client service skills
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• Strong time management skills
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• Team player with the ability to collaborate with others
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• Ability to work in a fast-paced, evolving environment
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• Adaptable and ability to multi-task
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• Goal oriented, self-motivated and results driven
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Additional required skills & attributes (incorporated):

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• Client-facing communicator with strong judgment: professional presence with external clients and senior internal stakeholders; discretion with sensitive client and firm information.
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• 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.
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• 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.
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• 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.
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Reports to

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• Business Service Officer and/or Market Business Service Officer

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WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

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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.

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

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Expected base pay rates for the role will be between $120,000 and $200,000 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.

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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.

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Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

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For more information, please visit: -opportunities/eeo.