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) and teams on a daily basis. The Chief of Staff is a senior service level position 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 Coordinate and guide strategic business initiatives to achieve desired results, including tracking the acquisition of assets, growth, and performance of FA/PWA/team Organize and prioritize critical issues and required information for Advisors to facilitate efficient decision making Support 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 Work 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 the 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 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 Knowledge/Skills: Strong leadership skills Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts 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 Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V. Report to: Business Service Officer and/or Market Business Service Officer. Expected 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 sponsor benefits 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. For more information, please visit: #J-18808-Ljbffr Morgan Stanley