Morgan Stanley · 17 hours ago
Chief of Staff
NYC Metro Area
Full-time
Onsite
Senior Level, Lead/Staff
$120K/yr - $150K/yr
10+ years expMorgan Stanley is a leading financial services firm, and they are seeking a Chief of Staff to provide exceptional service to clients and support Financial Advisors. The role involves managing business operations, overseeing support professionals, and leading the development of the team’s strategic plan to enhance client service and business growth.
Asset ManagementFinanceFinancial ServicesLending
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
Qualification
Required
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
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
Benefits
Commission earnings
Incentive compensation
Discretionary bonuses
Other short and long-term incentive packages
Other Morgan Stanley sponsored benefit programs
Company
Morgan Stanley
Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
10001+ employees
H1B Sponsorship
Morgan Stanley has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (222)
2024 (195)
2023 (173)
2022 (153)
2021 (165)
2020 (173)
Funding
Current Stage
Public CompanyTotal Funding
unknown1997-02-05IPO
Leadership Team
James Gorman
Chairman and CEO
Ted Pick
Chief Executive Officer (CEO)
Recent News
South China Morning Post
2026-01-25
Company data provided by crunchbase