Private Wealth Management Chief of Staff**

$50,000 - $115,000/Yr

Morgan Stanley - Pasadena, CA

Full-time - Executive

Pasadena, CA

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Chief of Staff serves as a strategic partner to a Financial Advisor/Private Wealth Advisor Team, managing business operations and enhancing client experiences. This role involves overseeing support professionals, coordinating business initiatives, and ensuring alignment with team priorities and business goals. The Chief of Staff is pivotal in business planning, development, marketing, and client relationship management to help scale the team's business.

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 proper direction and tracking progress until resolved
• Coordinate and guide strategic business initiatives to achieve desired results, including asset acquisition and performance tracking
• Organize and prioritize critical issues and required information for Advisors to facilitate efficient decision making
• Lead team in establishing and cultivating relationships with new and existing clients and key stakeholders
• Proactively assess client needs and delegate to the appropriate individual on the team
• Manage team client communications strategy
• Interview candidates for hire, train team members, and oversee group workflow and workload
• May take client orders and provide market quotes within Compliance guidelines
• Evaluate, develop, and implement new services offered by the firm.

Requirements

• 10+ years of work experience in a relevant field
• Advanced degree or professional certification or industry experience
• 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 or previous supervisory experience
• Strong industry and product knowledge, including compliance rules and regulations
• Ability to think and execute strategically and resolve complex problems
• Detail-oriented with superior organizational and time management skills
• Effective written and verbal communication skills
• Exceptional conflict resolution skills
• Team player with collaboration abilities
• Proficient in applicable software applications
• Ability to work in a fast-paced, evolving environment

Nice-to-haves

• Mandarin fluency is a plus

Benefits

• Commission earnings
• Incentive compensation
• Discretionary bonuses
• Short and long-term incentive packages
• Morgan Stanley sponsored benefit programs