Head of Client Experience & Wealth Ops

Morgan Stanley; Penn (AL); On-site; USD 75,000 - 125,000; Full time

Job summary

Morgan Stanley is seeking a Chief of Staff to provide senior-level support to Financial Advisors and Private Wealth Advisors, managing business operations and overseeing Support Professionals. The role leads strategic planning and ensures alignment with team priorities and business goals while enhancing client relationships and service delivery.

Responsibilities include coordinating business initiatives, overseeing hiring and training in partnership with the BSO, and evaluating new services for

Qualifications

• 10+ years of work experience in a field relevant to the position
• 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

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 proper direction and timely resolution
• Coordinate and guide strategic business initiatives to achieve desired results, including tracking growth and performance of FA/PWA/team
• Organize and prioritize critical issues and information for Advisors to facilitate efficient decision making
• Support the FA/PWA/team in enhancing client relationships through exceptional client experience
• Proactively assess client service needs and delegate to appropriate team members
• Manage team client communications strategy
• Collaborate with the Business Service Officer on hiring, training, and performance input
• Evaluate and implement new services to integrate them into current offerings

Skills

Leadership

Client relationship management

Time management

Communication skills

Team collaboration

Adaptability

Attention to detail

Education

Advanced degree

Professional certification

Securities license (Series 7/66 or 63/65)

Tools

MS Office

MS Excel

CRM software

Job description

Morgan Stanley is seeking a Chief of Staff to provide senior-level support to Financial Advisors and Private Wealth Advisors, managing business operations and overseeing Support Professionals. The role leads strategic planning and ensures alignment with team priorities and business goals while enhancing client relationships and service delivery.

Responsibilities include coordinating business initiatives, overseeing hiring and training in partnership with the BSO, and evaluating new services for