WM Co-President Chief of Staff, Associate
About The Position
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. The Chief of Staff team supports the Co-President of Morgan Stanley on a variety of initiatives across the Wealth Management and Investment Management businesses as well as the Integrated Firm. This role will primarily be responsible for supporting key business management functions as well as helping to drive and advance cross-Firm strategic initiatives. Candidates should be able to apply an analytical approach to business management, reporting, and technology, including AI, to help drive team efficiencies and process enhancements. The individual in the role will also need to think proactively, effectively prioritize across deliverables, and exercise extreme discretion given the nature of the materials and projects the team oversees.
Requirements
- Maturity to handle highly confidential matters, maintain discretion and exercise sound judgement
- Proactive, innovative, and highly motivated professional with strong sense of ownership, solutions-oriented approach, and consistent focus on delivering results
- Ability to handle complex situations and multiple responsibilities, mixing long term projects with urgency of immediate demands / needs
- Excellent analytical and problem-solving skills, including ability to leverage AI to enhance decision making efficacy
- Solid understanding of Morgan Stanley's key strategic priorities and how WM & IM businesses support and advance these priorities
- Ability to synthesize data, draw logical conclusions and make insightful recommendations
- Awareness of emerging trends and innovative approach to driving change
- Strong interpersonal skills and collaborative mindset with a proven ability to build and leverage relationships to achieve results
- Strong written and verbal communications skills
- Highly organized and detail-oriented with ability to multitask, work efficiently and manage competing deadlines
- Highly proficient in Excel and PowerPoint
Nice To Haves
- Experience in building and leveraging AI agents to drive efficiencies
Responsibilities
- Maximize Co-President efficiency and impact across multiple stakeholders, providing key decision support for strategic opportunities
- Coordinate and manage Co-President participation in internal and external engagements and help ensure strategic alignment with the Firm's priorities
- Prepare leadership briefings, agendas, executive updates and materials for enterprise level meetings; Validate and synthesize key insights to support senior leadership in meeting preparation and engagement planning
- Support development of presentations, narrative and talking points for meetings, large scale conferences and events
- Gather client connectivity data across Wealth Management, Investment Management, Institutional Securities, and Integrated Firm Management businesses
- Support Co-President communication strategy with employees, Board of Directors, investors, and clients
- Leverage AI-enabled tools and automation to streamline recurring processes, improve data quality and turnaround times, and drive measurable workflow efficiencies across the team
- Support organizational design, cultural initiatives and Firmwide campaigns
- Facilitate stakeholder alignment to execute high-priority deliverables and ensure appropriate governance, risk controls, and adoption of best practices
- Serve as connective tissue for Firmwide initiatives, requiring alignment across multiple stakeholders
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
