PWM Business Service Officer at Morgan Stanley

New York, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

16 Apr, 26

Salary

185000.0

Posted On

16 Jan, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

People Management, Communication, Leadership, Coaching, Conflict Resolution, Organizational Skills, Time Management, Attention to Detail, Strategic Thinking, Performance Management, Diversity and Inclusion, Team Building, Relationship Management, Operational Oversight, Budget Management, Talent Development

Industry

Financial Services

Description

People Management and Communication Lead the Branch in executing the organization's strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures Lead, mentor, and supervise a team of Support and Service Professionals Promote cross-training, learning, development and recognition of Service and Support Professionals within the market Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals Partner with MBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution Maintain strong relationships with key partners within the Branch, Market, Region and Home Office including participation in team meetings, regional and national calls Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs Manage and oversee Support Professionals coverage for Financial Advisors in the Branch Identify Support Professional recognition opportunities within the market through sharing of best practices, success stories and achievements Promote a branch culture that's consistent with the Firm's core values, including championing diversity and inclusion Operational Oversight Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates Bachelor's degree required or equivalent education Previous industry experience Active Series 7 (GS), Series 9 and Series 10 (SU), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required Other licenses as required for the role or by management Effective written and verbal communication skills Strong attention to detail Ability to prioritize and resolve complex needs and escalate as necessary Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies Evidence of strong leadership and talent development capabilities Previous supervisory experience preferred Exceptional organizational and time management skills Exceptional conflict resolution skills Ability to manage relationships, motivate and lead groups of people at various levels throughout the market Knowledge of Firm's Risk & Compliance policies Ability to think strategically We do it in a way that's differentiated - and we've 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 - 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. Expected base pay rates for the role will be between $110,000 and $185,000 per year at the commencement of employment. 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

The PWM Business Service Officer leads the branch in executing strategic priorities and manages a team of Support and Service Professionals. They are responsible for people management, operational oversight, and maintaining relationships with key partners.