Private Wealth Management Chief of Staff

Position Summary

The Chief of Staff provides exceptional service to our clients and supports Financial Advisor(s) (FAs), Private Wealth Advisor(s) (PWAs), and teams on a daily basis. The Chief of Staff is a senior service level position responsible for managing all business operations and overseeing the essential activities of all Support Professionals alongside their productivity. This leader develops, implements, and manages the team’s strategic plan to ensure alignment of priorities and business goals.

The Chief of Staff oversees all elements of the team’s client service model, including business development, marketing, and client relationship operations, to help support the FA/PWA/team scale their business.

• Oversee team Support Professionals to ensure alignment on team priorities and business goals
• Serve as a coordinator for business matters related to the team, ensuring that tasks are directed to the appropriate contact, addressed properly, efficiently and judiciously, and track progress until resolved
• Coordinate and guide strategic business initiatives to achieve desired results, including tracking the acquisition of assets, growth, and performance of FA/PWA/team
• Organize and prioritize critical issues and required information for Advisors to facilitate efficient decision making
• Support the FA/PWA/team in enhancing new and existing client relationships through an exceptional client experience
• Proactively assess client service needs to determine the proper course of action and delegate to the appropriate individual on the team to manage
• Manage team client communications strategy
• Work in conjunction with the Business Service Officer (BSO) to oversee responsibilities such as interviewing candidates for hire, training team members, and offering input on staff performance
• Evaluate and implement new services offered by the firm to determine how to integrate them into the current service offering

Education and/or Experience

• 10+ years of work experience in a field relevant to the position
• Advanced degree or professional certification or prior industry experience required
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
• Willingness to obtain additional licenses and/or designations as required

Knowledge / Skills

• Strong leadership skills
• Knowledge of financial services products, including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
• 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 capable of collaborating with others
• Ability to work in a fast-paced, evolving environment
• Adaptable and able to multi‑task
• Goal oriented, self‑motivated, and results driven

• Business Service Officer and/or Market Business Service Officer

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated and have done that for 90 years. Our values – putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back – guide the decisions we make everyday to do what’s best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.

In our environment you are supported and empowered, with ample opportunity to move within the business.

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Expected base pay rates for the role will be between $68,000 and $120,000 per year at the commencement of employment. Base pay will be determined individually and is only part of the total compensation package, which may include commission earnings, incentive compensation, discretionary bonuses, short and long‑term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross‑section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

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