Chief of Staff
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Job Location:
Kirkland, WA - USA
Monthly Salary:
Not Disclosed
Posted on:
08-11-2025
Vacancies:
1 Vacancy
Job 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 teams strategic plan to ensure the alignment of team priorities and business goals. This dynamic leader will oversee all elements of the teams 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 - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll 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. Theres 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 into your browser.
Morgan Stanleys 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).
Required Experience:
Senior IC
Key Skills
- Compliance Management
- Customer Retention
- Quality Assurance
- Customer Service
- Extensive Knowledge
- Account Management
- Front Office
- Telephone Calls
- Needs Analysis
- Cold calls
- Business Relationships
- Customer Complaints
- Sales Goals
- Sales Process
- New Clients
About Company
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1, ... View more
