Chief of Staff, Financial Advisory Ops

Morgan Stanley; Fort Lauderdale (FL); On-site; USD 150,000 - 230,000; Full time

Job summary

Morgan Stanley in Fort Lauderdale is seeking a Chief of Staff to provide senior-level support to Financial Advisors and Private Wealth teams. You will manage business operations, oversee support professionals, and steer the team's strategic plan to align priorities with firm goals.

You will lead initiatives across client service, business development, and marketing, ensuring an exceptional client experience while coordinating with the Business Service Officer on staffing, training, and

Qualifications

• 10+ years of work experience in a field relevant to the position.
• An advanced degree or professional certification is required.
• Active securities licenses such as Series 7/66 or 63/65 are required.
• Willingness to obtain additional licenses as needed.

Responsibilities

• Oversee Support Professionals to align with team goals and priorities.
• Coordinate business matters and track progress to resolution.
• Guide strategic initiatives including asset growth and performance.
• Organize issues for Advisors to aid decision making.
• Support client relationships and exceptional service delivery.
• Assess client service needs and delegate actions appropriately.
• Manage team communications strategy.
• Collaborate with Business Service Officer on hiring and training.
• Evaluate and integrate new firm services into the offering.

Skills

Leadership

Financial services knowledge

MS Office proficiency

Detail oriented

Organizational skills

Written communication

Interpersonal skills

Team collaboration

Multi-tasking

Education

10+ years work experience in relevant field

Advanced degree or professional certification

Active Series 7/66 or 63/65

Willingness to obtain additional licenses

Tools

MS Office Suite

Job description

Morgan Stanley in Fort Lauderdale is seeking a Chief of Staff to provide senior-level support to Financial Advisors and Private Wealth teams. You will manage business operations, oversee support professionals, and steer the team's strategic plan to align priorities with firm goals.

You will lead initiatives across client service, business development, and marketing, ensuring an exceptional client experience while coordinating with the Business Service Officer on staffing, training, and