See more Collapse

Associate, Fixed Income Risk

1 month ago

Pasadena, United States Parametricportfolio Full time
Career Opportunities for Experienced Professionals

*

* x

Location, State, City, or Zip Code

Advanced Options

Sort by: Relevance

733 open jobs.  Use your resume to get matched with the right job.

  • Jobs will be labeled when they're a good or great match
  • Great matches will be shown first in search results
  • Relevant skills and experience will be listed so you know why those jobs are a match
PWM Chief of Staff

Long Beach, California, United States of America

Wealth Management

Registered Client Service Associate**

Palo Alto, California, United States of America

Wealth Management

Conversational AI Business Analysis Lead

Wealth Management

Private Wealth Management Registered Client Service Associate**

Menlo Park, California, United States of America

Wealth Management

Client Service Associate**

Tuscaloosa, Alabama, United States of America

Wealth Management

FID, Commodities Documentation Negotiator

New York, New York, United States of America

Client Service Associate**

Westborough, Massachusetts, United States of America

Wealth Management

Junior Management Reporting Controller

Accounting/Finance

Associate - Research Strats (Research)

Associate- Emerging Market Equity Research -IM India GC

Mumbai (MSA), Maharashtra, India and 1 more

Asset/Investment Management

PWM Chief of Staff

Long Beach, California, United States of America

ID: 3250740

Employment TypePosted Date

May 03, 2024

POSITION SUMMARY:
The Chief of Staff is a strategic partner that supports a Financial Advisor/Private Wealth Advisor Team. The role provides an opportunity to contribute to the growth of the team by managing all business operations and overseeing the essential activities of all Support Professionals alongside their productivity. The Chief of Staff plays a critical role in enhancing the client experience for their Financial Advisor/Private Wealth Advisor team by creating, developing, and executing on strategic plans to ensure the alignment of team priorities and business goals. This dynamic leader will oversee all business planning, business development, marketing, and client relationship operations to help support the Financial Advisor/Private Wealth Advisor 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 acquisition of assets and growth and performance tracking of Financial Advisors
• 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 to determine the proper course of action and delegate to the appropriate individual on the team to manage
• Manage team client communications strategy
• Interview candidates for hire, train team members, oversee and regulate group workflow and workload
• May take client orders and provide market quotes within Compliance guidelines
• Evaluates, develops, 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 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
• Enjoys working with people and solving problems
• Evidence of strong leadership skills or previous supervisory experience
• Strong industry and product knowledge, including understanding of applicable compliance rules and regulations
• Ability to think and execute strategically, prioritize and resolve complex problems and escalate as necessary
• Detail-oriented with superior organizational and time management skills, including delegation of work
• Effective written and verbal communication skills, providing comprehensive feedback and solutions to complex issues
• Exceptional conflict resolution skills
• Team player with the ability to collaborate with others
• Proficient in applicable software applications
• Ability and interest to work in a fast-paced, evolving environment

Reports To:
Business Service Officer and/or Market Business Service Officer

Expected base pay rates for the role will be between $100,000 and $180,000 per year at the commencement of employment.However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Get Matched

Upload your resume and see jobs that match your skills and experience

Job Insights

Based on previously hired candidates

Popular Skills of Previous Hires

Leadership

Other Similar Jobs

Chief of Staff**

Pasadena, California, United States of America

Wealth Management

Group Director **

Glens Falls, New York, United States of America

Private Wealth Management Registered Client Service Associate**

Menlo Park, California, United States of America

Wealth Management

Group Director **

San Antonio, Texas, United States of America

Wealth Management

Asia Pacific Finance Project Manager / Business Analyst - Director (AVP)

Hong Kong, Hong Kong, Hong Kong

Accounting/Finance

Quality Control (KYC) - Assistant Vice President

Tampa, Florida, United States of America

Wealth Management

Executive Director, Capital Planning

New York, New York, United States of America

Accounting/Finance

Assistant Vice President Associate Private Banker

Wayzata, Minnesota, United States of America

#J-18808-Ljbffr

We have other current jobs related to this field that you can find below

  • Risk Manager

    2 months ago

    Pasadena, United States Huntington Hospital Full time

    Expectations:Under the direction of the Director, Risk Management Services, the Risk Manager plans, organizes, administers and controls activities that assist Huntington Health to identify and manage risk holistically by considering all forms of risk across the organization. The Risk Manager supports the effective use of resources to reduce preventable...

  • Risk Manager

    2 weeks ago

    Pasadena, United States Huntington Hospital Full time

    Expectations:Under the direction of the Director, Risk Management Services, the Risk Manager plans, organizes, administers and controls activities that assist Huntington Health to identify and manage risk holistically by considering all forms of risk across the organization. The Risk Manager supports the effective use of resources to reduce preventable...

  • Compliance Officer

    4 weeks ago

    Pasadena, United States Western Asset Management Full time

    WHO IS WESTERN ASSET Western Asset Management focuses on supporting our clients' financial goals and creating positive outcomes for all kinds of people. Primarily a globally integrated fixed-income manager, we source ideas and investment solutions worldwide, with an emphasis on long-term fundamental value investing, using multiple diversified...

  • Compliance Officer

    2 weeks ago

    Pasadena, United States Western Asset Management Full time

    WHO IS WESTERN ASSET Western Asset Management focuses on supporting our clients' financial goals and creating positive outcomes for all kinds of people. Primarily a globally integrated fixed-income manager, we source ideas and investment solutions worldwide, with an emphasis on long-term fundamental value investing, using multiple diversified...

  • Enterprise Risk Manager

    2 months ago

    Pasadena, United States East West Bank Full time

    Introduction: Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create...

  • Enterprise Risk Manager

    2 months ago

    Pasadena, United States East West Bank Full time

    Introduction: Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create...

  • Enterprise Risk Manager

    2 weeks ago

    Pasadena, United States East West Bank Full time

    Introduction: Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create...

  • Enterprise Risk Manager

    1 day ago

    Pasadena, California, United States East West Bank Full time

    Introduction: Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create...

  • Director, Risk Management Services

    3 days ago

    Pasadena, United States Huntington Hospital Full time

    ** Internal Workers - Please log into your Workday account to apply** - Huntington Hospital Employee Login Compensation Range: $172,077.00 - $214,688.00 / Year Department: 875400 Risk Management Svcs Expectations: The Director, Risk Management Services, is responsible for housewide risk management functions including management of the insurance portfolio...

  • Safety & Risk Coordinator

    3 days ago

    Pasadena, United States City of Pasadena, TX Full time

    **_Duties:_** This position is responsible for ensuring the overall safety conditions for City employees and facilities. The Safety & Risk Coordinator will work in conjunction with other departments to correct violations and unsafe conditions for the benefit of City employees and the citizens of Pasadena. Monitors claims filed with the Third-Party...

  • Risk Control Specialist 2

    3 weeks ago

    Pasadena, United States IMA Financial Group Full time

    IMA's Risk Control team is seeking a Risk Control Specialist - Constuction to join our team in Pasadena, CA! This person will be responsible for identifying construction exposures, benchmarking clients against industry best practices, and provide recommendations to clients to prevent losses. A successful applicant must possess self-direction, manage client...

  • Assistant Office Manager

    1 day ago

    Pasadena, United States Wall Street Income Tax Full time

    Financial Services Business looking for a numbers oriented help. Will train in relevant aspects of the business. Applicant must be disciplined and responsible with a strong desire to learn. Experienced in Income Tax preparation is a must. Bookkeeping, Payroll, and Insurance will be helpful. Must be proficient in Microsoft Office (Excel, Word and Power...

  • Senior ALM Consultant

    2 weeks ago

    Pasadena, United States The Ladders Full time

    Introduction Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create...

  • Senior ALM Consultant

    2 days ago

    Pasadena, California, United States The Ladders Full time

    Introduction Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create...

  • Senior ALM Analyst

    2 weeks ago

    Pasadena, United States East West Bank Full time

    Introduction: Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create...

  • Sales Operations Associate

    2 weeks ago

    Pasadena, United States Magenta Inc. Full time

    **About us**: Magenta Inc. is a design and manufacturing firm headquartered in San Francisco Bay Area, with regional offices in Pasadena, Hong Kong and Mainland China. As a home accessories lifestyle brand, we understand better living starts at home. Everything we do centers around the principles of design and collaboration, to curate collections for an...

  • Contract IT Support Associate 1

    2 weeks ago

    Pasadena, United States Xencor Full time

    IT Support Associate 1 Xencor is an innovative, clinical-stage biopharmaceutical company located in the Los Angeles area—near Pasadena—and in San Diego. We use our pioneering XmAb® technology to discover and develop better biotherapeutics, antibodies and cytokines with improved function, with the goal of improving patient outcomes and quality of life....

  • Automotive Sales Associate

    4 days ago

    Pasadena, United States Toyota of Pasadena Full time

    **What We Offer** - Medical and Dental - 401K Plan - Paid time off and vacation - Growth opportunities - Paid Training - Employee vehicle purchase plans - Family owned and operated - Long term job security **Responsibilities** - Build relationships & create customers for life. Assist them in selecting a vehicle by asking questions and listening carefully to...

  • Account Associate

    4 weeks ago

    Pasadena, United States Eric Gibson - State Farm Agent Full time

    Job DescriptionJob DescriptionPosition OverviewSuccessful State Farm Agent is seeking a qualified professional to join their winning team for the role of Account Associate - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a...

  • Senior ERM Risk Manager

    4 weeks ago

    Pasadena, United States East West Bank Full time

    Introduction: Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create...