Private Wealth Management Chief of Staff

About

Serve as Chief of Staff to Senior Private Wealth Advisors, managing stakeholder communications, calendar and travel logistics, expense processing, meeting preparation, and leading client events and digital marketing. Drive operational excellence, project management, and high-touch client service while supporting principals and coordinating internal partners.

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

• 4+ years of work experience in a relevant field
• Advanced degree or professional certification or prior industry experience
• Willingness to obtain additional licenses/designations
• Strong leadership skills, technical proficiency, detail-oriented with superior organizational skills
• Expert knowledge of MS Office, internet applications, and client service skills
• Strong time management and ability to collaborate
• Adaptable, goal oriented, self-motivated, results driven
• Client-facing communicator with strong judgment and discretion
• Event and digital marketing mindset
• Operational excellence and real-time prioritization
• Project management and proficiency with Outlook, Excel, PowerPoint, Salesforce, LinkedIn, Facebook, Zoom/Teams, AI tools

Compensation & Benefits

Expected base pay between $120,000 and $200,000 per year at commencement. Total compensation may include commission, bonuses, incentive packages, and benefits.

About Morgan Stanley

Morgan Stanley is a global leader in financial services with 90 years of experience. The company values putting clients first, diversity, inclusion, and giving back. It offers a supportive environment with opportunities for career growth across 1,200 offices in 42 countries.