Private Wealth Management Chief of Staff

Morgan Stanley•New York, NY

1d•$120,000 - $200,000•Onsite

About The Position

This role serves as Chief of Staff to the Team Principals, Senior Private Wealth Advisors; and will lead the team’s client event planning and digital marketing efforts—ensuring a consistent, high-quality experience for clients and internal partners.

Requirements

4+ years of work experience in a field relevant to the position required
Advanced degree or professional certification or prior industry experience required
Willingness to obtain additional licenses and/or designations as required
Strong leadership skills
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
Client-facing communicator with strong judgment: professional presence with external clients and senior internal stakeholders; discretion with sensitive client and firm information.
Event + digital marketing/branding mindset: creative, proactive, and interested in elevating client events and supporting digital marketing/communications to strengthen the team’s brand and engagement.
Operational excellence + real-time prioritization: exceptional calendar management; detail-obsessed execution across scheduling, travel/logistics, expenses, and event delivery; calm and responsive in a fast-paced environment.
Project- and tech-forward operator: strong project management (timelines, stakeholder coordination, follow-through) and high proficiency with Outlook, Excel, PowerPoint, Salesforce, LinkedIn, Facebook, Zoom/Teams, plus hands-on experience leveraging AI tools; service mindset and commitment to a high-touch client experience.

Responsibilities

Represent the Principals day-to-day as their front line with clients and internal partners—ensuring a consistent, high-quality experience.
Own stakeholder communication and coordination, triaging inbound requests and driving timely responses and outcomes.
Run meeting prep and follow-up end-to-end (briefing materials, agendas, action items, and accountability).
Protect and optimize the Principals’ time, proactively steering them to the right people, priorities, and forums.
Keep the operating cadence on track, anticipating needs and removing friction so the Principals can stay focused on decisions and relationships.
Manage scheduling for Team Principals (internal/external).
Maintain calendars strategically (sequencing, prep time, follow-ups) to reflect real-time priorities
Coordinate end-to-end travel, including last-minute changes.
Process expenses and reporting.
Lead end-to-end development and execution of client events.
Maintain an integrated events/marketing calendar aligned to business development priorities.
Coordinate digital marketing/communications (content, campaign calendar, email/social support as applicable).