Chief of Staff

Morgan Stanley • Manchester, NH

7d

About The Position

The Chief of Staff is a senior service-level position that provides exceptional client service and daily support to Financial Advisors (FAs), Private Wealth Advisors (PWAs), and their teams. The role manages business operations and oversees the essential activities and productivity of Support Professionals. It leads the development, implementation, and management of the team’s strategic plan to align priorities with business goals. The Chief of Staff also oversees the team’s client service model, including business development, marketing, and client relationship operations, to help the FA/PWA/team scale its business.

The role works with the Business Service Officer (BSO) and/or Market Business Service Officer and supports hiring, training, and performance input for team members. Morgan Stanley describes an environment of collaboration and creative thinking, with employee benefits and opportunities to move within the business. The company states its commitment to equal opportunity, diversity, and inclusion.

Requirements

• At least 10 years of work experience in a field relevant to the position.
• An advanced degree, professional certification, or prior industry experience is required.
• Strong leadership skills.
• Knowledge of financial services products, including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
• Technical proficiency and the ability to learn new and updated platforms quickly.
• Detail orientation, superior organizational skills, and the ability to prioritize.
• Expert knowledge of basic personal computers, MS Office—particularly MS Excel—and internet applications.
• Exceptional writing, interpersonal, and client service skills.
• Strong time-management skills.
• Ability to collaborate with others as a team player.
• Ability to work in a fast-paced, evolving environment.
• Adaptability and ability to multitask.
• Goal-oriented, self-motivated, and results-driven.

Responsibilities

• Oversee team Support Professionals to ensure alignment with team priorities and business goals.
• Coordinate team business matters, directing them to appropriate contacts, ensuring they are handled efficiently and appropriately, and tracking progress until resolved.
• Coordinate and guide strategic business initiatives, including tracking asset acquisition, growth, and team performance.
• Organize and prioritize critical issues and information to support efficient Advisor decision-making.
• Support the FA/PWA/team in enhancing new and existing client relationships through an exceptional client experience.
• Assess client service needs proactively, determine the appropriate course of action, and delegate work to the appropriate team member.
• Manage the team’s client communications strategy.
• Work with the Business Service Officer (BSO) to oversee team responsibilities such as interviewing candidates, training team members, and providing input on staff performance.
• Evaluate and implement new firm services and determine how to integrate them into the current service offering.

Benefits

• Morgan Stanley describes its employee benefits and perks as comprehensive and attractive, but does not specify individual benefits in the posting.
• Opportunity to move within the business for employees who demonstrate passion and grit.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed