Private Wealth Management Chief of Staff

POSITION SUMMARY

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.

Strategic Planning, Communications & Principal Support

• 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.

Calendar Prioritization & Coordination, Scheduling & Logistics (Travel + Expenses)

• 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.

Events & Digital Marketing Lead

• 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).

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS

• 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, Linked In, Facebook, Zoom/Teams, plus hands-on experience leveraging AI tools; service mindset and commitment to a high-touch client experience.

Reports to 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 we’ve done that for 90 years.…