Chief of Staff

Morgan Stanley•Manchester, NH

About The Position

The Chief of Staff provides exceptional service to clients and daily support to Financial Advisors (FAs), Private Wealth Advisors (PWAs), and their teams. This senior service-level professional manages business operations and oversees the essential activities and productivity of Support Professionals. The role leads the development, implementation, and management of the team’s strategic plan, aligning team 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 Advisors and teams scale their businesses.

Requirements

10 or more years of relevant work experience.
An advanced degree, professional certification, or prior industry experience.
Strong leadership skills.
Knowledge of financial services products, including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
Technical proficiency and ability to learn new and updated platforms quickly.
Attention to detail, strong organizational skills, and 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, direct them to the appropriate contacts, ensure they are addressed efficiently and judiciously, and track progress through resolution.
Coordinate and guide strategic business initiatives, including tracking asset acquisition, growth, and team performance.
Organize and prioritize critical issues and information to facilitate efficient decision-making by Advisors.
Support the team in enhancing new and existing client relationships through an exceptional client experience.
Assess client service needs proactively and delegate appropriate actions to team members.
Manage the team’s client communications strategy.
Work with the Business Service Officer (BSO) to oversee 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 existing service offering.