Chief of Staff job opportunity at Morgan Stanley.

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DateMore Than 30 Days Ago bot
Morgan Stanley Chief of Staff
Experience: 10-years
Pattern: full-time
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loacation Fort Lauderdale, Florida, United States of America, United States Of America
loacation Fort Lauderdal..........United States Of America

POSITION SUMMARY  The Chief of Staff provides exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. The Chief of Staff is a senior service level position for a Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams who is responsible for managing all business operations and overseeing the essential activities of all Support Professionals alongside their productivity. This industry professional leads the development, implementation, and management of the team’s strategic plan to ensure the alignment of team priorities and business goals. This dynamic leader will oversee all elements of the team’s client service model including but not limited to business development, marketing, and client relationship operations to help support the FA/PWA/team scale their business.  DUTIES and RESPONSIBILITIES:  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 they 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   Supporting 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  Works in conjunction with the Business Service Officer (BSO) to oversee such team responsibilities as interviewing candidates for hire, training team members and offering input on staff performance  Evaluates, and implements new services offered by the firm to determine how to integrate them into current service offering  EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:  Education and/or Experience  10+ years of work experience in a field relevant to the position required  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 but not limited to 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 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  Reports to:  Business Service Officer and/or Market Business Service Officer    WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

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