Strategic Operations Lead for Wealth Advisory Teams

Morgan & Morgan Transportation Inc; Fort Lauderdale (FL); On-site; USD 120,000 - 180,000; Full time

Job summary

Morgan Stanley in Fort Lauderdale is seeking a Chief of Staff to support Financial Advisors and Private Wealth Advisors by governing operations and guiding the team’s strategic plan. This senior role oversees client service, business development, and governance while aligning priorities with firm goals.

You will lead staffing, training, and performance reviews with the Business Service Officer, drive initiatives to grow assets, and ensure exceptional client relationships across the advisory team.

Qualifications

• 10+ years of relevant work experience.
• Active Series 7 and Series 66 or Series 63 and Series 65 are required.
• Advanced degree or professional certification required.

Responsibilities

• Oversee team Support Professionals to ensure alignment on priorities.
• Coordinate strategic business initiatives to achieve results.
• Support client relationships through exceptional service.
• Collaborate with the Business Service Officer on hiring and training.
• Evaluate and implement new services to enhance offerings.

Skills

Leadership

Financial services knowledge

MS Office

Excel

Client service

Time management

Education

Advanced degree

Professional certification

Tools

MS Office

Excel

Internet applications

Job description

Morgan Stanley in Fort Lauderdale is seeking a Chief of Staff to support Financial Advisors and Private Wealth Advisors by governing operations and guiding the team’s strategic plan. This senior role oversees client service, business development, and governance while aligning priorities with firm goals.

You will lead staffing, training, and performance reviews with the Business Service Officer, drive initiatives to grow assets, and ensure exceptional client relationships across the advisory team.