Chief of Staff

Morgan Stanley; New York (NY); On-site; USD 68,000 - 120,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Opportunities for career growth

Job summary

A financial services firm is seeking a Chief of Staff to provide exceptional support to Financial Advisors and enhance client relationships. The role requires overseeing team operations, managing business initiatives, and ensuring alignment with strategic goals. The ideal candidate should have 10+ years of experience, relevant certifications, and strong leadership skills. This position offers a competitive salary range of $68,000 to $120,000, along with comprehensive benefits and opportunities for growth.

Qualifications

• 10+ years of relevant work experience required.
• Willingness to obtain additional licenses as required.
• Expert knowledge of financial services products.

Responsibilities

• Oversee Support Professionals to align on team goals.
• Coordinate business initiatives to track performance.
• Enhance client relationships through exceptional service.

Skills

Strong leadership skills

Client service skills

Time management

Organizational skills

Adaptability

Education

Advanced degree or professional certification

Active Series 7, 66, 63, or 65 licenses

Tools

MS Office (particularly MS Excel)

Job description

The Chief of Staff provides exceptional service to our clients and support 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
• 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
• 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
• Evaluates, and implements 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
• 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

Reports to

Business Service Officer and/or Market Business Service Officer

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

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.

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 sponsored benefit programs.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).