Strategic Operations Leader for Wealth Advisory Teams

711 MS Smith Barney, LLC; United States; On-site; USD 75,000 - 125,000; Full time

Job summary

Morgan Stanley is seeking a Chief of Staff to support Financial Advisors, PWAs, and teams by managing business operations and leading the team’s strategic plan. The role oversees client service models, business development, marketing, and client relationship operations to scale the team’s business.

Candidate will guide strategic initiatives, supervise Support Professionals, and coordinate licensing requirements while ensuring exceptional service and efficient decision making in a fast-paced

Qualifications

• 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.

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

Skills

Leadership

Financial services knowledge

MS Excel

Client service

Time management

Team player

Adaptable

Goal oriented

Education

10+ years relevant work experience

Advanced degree or professional certification

Tools

MS Office

Job description

Morgan Stanley is seeking a Chief of Staff to support Financial Advisors, PWAs, and teams by managing business operations and leading the team’s strategic plan. The role oversees client service models, business development, marketing, and client relationship operations to scale the team’s business.

Candidate will guide strategic initiatives, supervise Support Professionals, and coordinate licensing requirements while ensuring exceptional service and efficient decision making in a fast-paced