Morgan Stanley

Private Wealth Management Chief of Staff

Morgan Stanley$120K — $200K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4+ years relevant work experience required
  • Advanced degree or professional certification preferred
  • Willingness to obtain additional licenses as necessary
  • Strong leadership and team collaboration skills
  • Exceptional client service and interpersonal abilities

Responsibilities

  • Represent the Principals and maintain high-quality client interactions
  • Manage stakeholder communications and ensure timely responses
  • Oversee preparation and follow-up for meetings and events
  • Strategically prioritize and coordinate the calendars of Team Principals
  • Lead development and execution of client events and marketing campaigns
  • Handle all aspects of travel coordination and expense reporting

Benefits

  • Opportunity for professional development and additional certifications
  • Collaborative and dynamic team environment
  • Engagement in high-stakes client interactions
  • Exposure to event planning and digital marketing initiatives
  • Ability to work with senior leaders and industry experts
Full Job Description
POSITION SUMMARY

This role serves as Chief of Staff to the Team Principals, Senior Private Wealth Advisors; and will lead the team's client event planning and digital marketing efforts-ensuring a consistent, high-quality experience for clients and internal partners.

DUTIES and RESPONSIBILITIES:

Strategic Planning, Communications & Principal Support
  • Represent the Principals day-to-day as their front line with clients and internal partners-ensuring a consistent, high-quality experience.
  • Own stakeholder communication and coordination, triaging inbound requests and driving timely responses and outcomes.
  • Run meeting prep and follow-up end-to-end (briefing materials, agendas, action items, and accountability).
  • Protect and optimize the Principals' time, proactively steering them to the right people, priorities, and forums.
  • Keep the operating cadence on track, anticipating needs and removing friction so the Principals can stay focused on decisions and relationships.

Calendar Prioritization & Coordination, Scheduling & Logistics (Travel + Expenses)
  • Manage scheduling for Team Principals (internal/external).
  • Maintain calendars strategically (sequencing, prep time, follow-ups) to reflect real-time priorities
  • Coordinate end-to-end travel, including last-minute changes.
  • Process expenses and reporting.

Events & Digital Marketing Lead
  • Lead end-to-end development and execution of client events.
  • Maintain an integrated events/marketing calendar aligned to business development priorities.

Coordinate digital marketing/communications (content, campaign calendar, email/social support as applicable).

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience
  • 4+ years of work experience in a field relevant to the position required
  • Advanced degree or professional certification or prior industry experience required
  • Willingness to obtain additional licenses and/or designations as required

Knowledge/Skills
  • Strong leadership skills
  • 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

Additional required skills & attributes (incorporated):
  • Client-facing communicator with strong judgment: professional presence with external clients and senior internal stakeholders; discretion with sensitive client and firm information.
  • Event + digital marketing/branding mindset: creative, proactive, and interested in elevating client events and supporting digital marketing/communications to strengthen the team's brand and engagement.
  • Operational excellence + real-time prioritization: exceptional calendar management; detail-obsessed execution across scheduling, travel/logistics, expenses, and event delivery; calm and responsive in a fast-paced environment.
  • Project- and tech-forward operator: strong project management (timelines, stakeholder coordination, follow-through) and high proficiency with Outlook, Excel, PowerPoint, Salesforce, LinkedIn, Facebook, Zoom/Teams, plus hands-on experience leveraging AI tools; service mindset and commitment to a high-touch client experience.


Reports to
• Business Service Officer and/or Market Business Service Officer

About Morgan Stanley

Morgan Stanley Investment Management are active managers of capital, working to outperform the market and deliver results for their clients. Morgan Stanley Investment Management's long-tenured professionals apply their experience and expertise across public and private markets, in single-sector, multi-asset and custom solutions.

Morgan Stanley Careers

Joining Morgan Stanley today means becoming part of a global team dedicated to strengthening communities, pioneering innovation, and fostering diversity. As a leading global financial services firm, Morgan Stanley offers unparalleled job opportunities, career growth, and a culture of leadership that together create an exceptional employment experience. Work You’ll Do At Morgan Stanley, you will collaborate with knowledgeable professionals to drive innovation and deliver solutions in financial services. Our team is composed of diverse, talented individuals who bring their unique skills and perspectives to work every day, setting the standard for leadership in the global market. Morgan Stanley is not just a company; it's a place where ambitious, creative, and skilled individuals can build a rewarding career. Here, you can experience the benefits of a vibrant culture dedicated to professional growth and diversity training. Internship Programs Kickstart your career with Morgan Stanley’s internship programs. These positions offer invaluable industry insights and professional experience to students and recent graduates. Interns at Morgan Stanley gain hands-on experience, working alongside seasoned experts in a dynamic, supportive environment. Innovation and Professional Growth We believe in the power of innovation to solve complex problems and encourage our team to think differently and act boldly. Morgan Stanley supports your career development through comprehensive training, development programs, and leadership workshops, ensuring that every employee has the tools they need to succeed. Join Our Team Explore the various job opportunities at Morgan Stanley, from entry-level positions to executive roles. We are hiring individuals who are passionate about finance and eager to contribute to a team that values integrity, excellence, and a forward-thinking mindset. Enhance your skills through our networking events, mentorship opportunities, and ongoing professional development. Stay Connected Keep up to date with the latest from Morgan Stanley Careers by subscribing to our job alert emails. Tailor your preferences to receive updates about new postings, career tips, and exclusive insights from our team leaders. Apply Now Ready to take the next step in your career? Search open positions that match your skills and interests on the Morgan Stanley Jobs portal. Prepare your resume, refine your interview techniques, and join a company that values innovation and leadership. At Morgan Stanley, we’re not just building careers—we’re developing leaders. Discover how far your talents can take you by joining our team today.
Learn more about Morgan Stanley
Size
77,000 employees
Market Cap
$144.1 billion
Industry
Net Income
$10.9 billion
Founded
1935
5 Year Trend
+10%
Revenue
$52 billion
NASDAQ

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