Chief of Staff at Morgan Stanley

Kirkland, Washington, United States -

Full Time

Start Date

Immediate

Expiry Date

05 Feb, 26

Salary

130000.0

Posted On

07 Nov, 25

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Team Management, Business Coordination, Strategic Initiatives, Client Relationship Management, Client Service Assessment, Financial Services Knowledge, Technical Proficiency, Organizational Skills, Collaboration, Adaptability, Multi-tasking, Goal Orientation, Self-motivation, Results Driven

Industry

Financial Services

Description

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 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 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 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 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. 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. Salary for the position: [$130,000] Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. 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.

Responsibilities

Oversee team Support Professionals to ensure alignment on team priorities and business goals. Coordinate and guide strategic business initiatives to achieve desired results, including tracking the acquisition of assets and performance of the team.