Business Service Officer

Morgan Stanley; Boston (MA); On-site; USD 90,000 - 120,000; Full time

Job summary

Morgan Stanley seeks a leader to manage the Branch, guiding a team of Support and Service Professionals. The role includes ensuring compliance with firm policies, facilitating onboarding, and mentoring staff while promoting a culture of diversity and inclusion.

The ideal candidate will hold a Bachelor’s degree and necessary securities licenses, have prior supervisory experience, and possess strong leadership skills. Join us in fostering an inclusive workplace that values diverse experiences.

Qualifications

• Bachelor’s degree required or equivalent education.
• Previous industry experience is necessary.
• Active securities licenses are required.

Responsibilities

• Lead the Branch in executing strategic priorities.
• Mentor and supervise Support Professionals.
• Manage relationships with partners within the Branch.
• Identify and implement process improvements.

Skills

Effective written and verbal communication skills

Strong attention to detail

Ability to prioritize and resolve complex needs

Strong leadership and talent development capabilities

Exceptional organizational and time management skills

Exceptional conflict resolution skills

Education

Bachelor’s degree

Active Series 7, 9, 10, and Series 66 or 63 and 65 licenses

Job description

Responsibilities

• Lead the Branch in executing the organization’s strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures
• Lead, mentor, and supervise a team of Support and Service Professionals
• Promote cross-training, learning, development and recognition of Service and Support Professionals within the market
• Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals
• Partner with MBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution
• Maintain strong relationships with key partners within the Branch, Market, Region and Home Office including participation in team meetings, regional and national calls
• Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs
• Manage and oversee Support Professionals coverage for Financial Advisors in the Branch
• Identify Support Professional recognition opportunities within the market through sharing of best practices, success stories and achievements
• Promote a branch culture that’s consistent with the Firm’s core values, including championing diversity and inclusion

Operational Oversight

• Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies
• Facilitate and manage resolution of client inquiries/requests
• Participate in national calls to learn about new platform changes, policy and procedure updates, share best practices and learn about other timely updates
• Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies
• Additional operational oversight may be required
• Administer other duties as delegated by the Market Business Service Officer

Education, Experience, Knowledge, and Skills

Education and/or Experience

• Bachelor’s degree required or equivalent education
• Previous industry experience
• Active Series 7 (GS), Series 9 and Series 10 (SU), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
• Other licenses as required for the role or by management

Knowledge/Skills

• Effective written and verbal communication skills
• Strong attention to detail
• Ability to prioritize and resolve complex needs and escalate as necessary
• Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies
• Evidence of strong leadership and talent development capabilities
• Previous supervisory experience preferred
• Exceptional organizational and time management skills
• Exceptional conflict resolution skills
• Ability to manage relationships, motivate and lead groups of people at various levels throughout the market
• Knowledge of Firm’s Risk & Compliance policies
• Ability to think strategically

Reports to

• Market Business Service Officer

Direct Reports

• Support Professionals

Legal Notice and Equal Opportunity

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.