PWM Business Service Officer

Morgan Stanley • San Francisco, CA

7d • $120,000 - $170,000

About The Position

The PWM Business Service Officer (BSO) modernizes the client experience through an elevated standard of care. Reporting to the Complex Business Service Officer (CBSO), the BSO supervises and manages Support Professionals and oversees business and service functions within assigned branches. The role also facilitates communication and training for Service Professionals, partners with Complex Sales and Risk teams, and supports the CBSO in delivering service initiatives.

Requirements

• Bachelor’s degree or equivalent education.
• Previous industry experience.
• Active Series 7, Series 8 (or Series 9 and 10), and Series 66 (or Series 63 and 65) licenses.
• Other licenses as required for the role or by management.
• Effective written and verbal communication skills.
• Strong attention to detail.
• Ability to prioritize and resolve complex needs and escalate as necessary.
• Ability to identify issues and trends, anticipate change, and provide comprehensive solutions and remedies.
• Strong leadership and talent-development capabilities.
• Exceptional organizational and time-management skills.
• Exceptional conflict-resolution skills.
• Ability to manage relationships, motivate, and lead groups at various levels throughout the Complex.
• Knowledge of the Firm’s Risk & Compliance policies.
• Ability to think strategically.

Nice To Haves

• Previous supervisory experience.

Responsibilities

• Lead the branch in executing strategic priorities by influencing and coaching behavioral change, with a focus on consistency, quality, and compliance with firm policies and procedures.
• Lead, mentor, and supervise Support and Service Professionals.
• Promote cross-training, learning, development, and recognition for Service and Support Professionals within the Complex.
• Facilitate interviewing, selection, and onboarding of new hires, including Financial Advisors and their Support Professionals.
• Partner with the CBSO and Human Resources on people-management matters, including annual performance reviews, performance management, and conflict resolution.
• Maintain relationships with partners in the Branch, Complex, Region, and Home Office, including participating in team meetings and regional and national calls.
• Conduct regular one-on-one meetings with Support Professionals for coaching, career goal setting, job-related activities, firm opportunities, and team building; meet with Advisor teams to address service needs.
• Manage and oversee Support Professional coverage for Financial Advisors in the Branch.
• Identify and share Support Professional recognition opportunities, best practices, success stories, and achievements within the Complex.
• Promote a branch culture consistent with the Firm’s core values, including championing diversity and inclusion.
• Manage Advisors’ travel and entertainment expenses and other firm programs, including budget tracking and forecasting in accordance with Firm policies.
• Facilitate and manage resolution of client inquiries and requests.
• Participate in national calls to learn about platform changes, policy and procedure updates, best practices, and other timely updates.
• Identify and implement process improvements that maximize productivity and drive efficiencies.
• Perform additional operational oversight as required.
• Administer other duties as delegated by the Complex Business Service Officer.

Benefits

• Comprehensive employee benefits and perks.
• Commission earnings, incentive compensation, discretionary bonuses, and other short- and long-term incentive packages may be included in total compensation, depending on the position.
• Other Morgan Stanley-sponsored benefit programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager