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Chief of Staff

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Morgan Stanley

2mo ago

  • Job
    Full-time
    Expert Level
  • Sales & Business Development
    Business, Operations & Strategy
  • Fort Lauderdale

AI generated summary

  • You need 10+ years in a relevant field, advanced degree or certification, Series 7 and 66 (or 63 and 65), strong leadership, financial knowledge, and excellent organizational and communication skills.
  • You will oversee team alignment, coordinate business matters, guide strategic initiatives, manage client communications, assess service needs, and support staff training and performance evaluations.

Requirements

  • 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
  • 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

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

FAQs

What are the primary responsibilities of the Chief of Staff at Morgan Stanley?

The Chief of Staff oversees team Support Professionals, coordinates business matters, guides strategic initiatives, enhances client relationships, manages client communications strategy, and collaborates with the Business Service Officer on team staff management.

What qualifications are required for this position?

Candidates must have 10+ years of relevant work experience, an advanced degree or professional certification, and active Series 7 and Series 66 or Series 63 and Series 65 licenses.

What skills are most important for a Chief of Staff in this role?

Important skills include strong leadership abilities, knowledge of financial services products, proficiency in MS Office, exceptional writing and interpersonal skills, strong time management, and the ability to work collaboratively in a fast-paced environment.

Does the Chief of Staff position allow for professional development?

Yes, there is a willingness to support employees in obtaining additional licenses and designations as required, promoting ongoing professional development.

Who does the Chief of Staff report to?

The Chief of Staff reports to the Business Service Officer and/or Market Business Service Officer.

What characteristics does Morgan Stanley value in its employees?

Morgan Stanley values integrity, excellence, diverse backgrounds, collaboration, and a commitment to exceptional service, ensuring a supportive and empowering work environment.

Is prior industry experience necessary for applying to this role?

Yes, prior industry experience is required, which can be demonstrated through relevant work experience and professional certifications.

What is the work environment like at Morgan Stanley?

The work environment at Morgan Stanley is fast-paced and evolving, where teams are collaborative, supportive, and driven by diverse experiences and backgrounds.

Are there opportunities for career advancement within the company?

Yes, there are ample opportunities to move within the business for employees who demonstrate passion and dedication in their work.

How does Morgan Stanley approach diversity and inclusion in its workforce?

Morgan Stanley is committed to building a diverse workforce that reflects their standards of integrity and excellence, actively attracting talent from all backgrounds and experiences.

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Morgan Stanley

Finance
Industry
10,001+
Employees
1935
Founded Year

Mission & Purpose

Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients. Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are five core values — put clients first, do the right thing, lead with exceptional ideas, commit to diversity and inclusion, and give back — that guide its more than 70,000+ employees across 41 countries.