Chief of Staff - Client Platforms Technology at Morgan Stanley

| Atlanta, GA
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Company Profile

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 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Divisional Overview: Client Platforms division of Wealth Management Technology is responsible for core Retail Client Facing capabilities, serving a number of client segments including Self Directed and Advised.

Practice Area Group: Client Platforms is responsible for our retail digital assets including Morgan Stanley Online, Morgan Stanley Mobile and E*TRADE Online and E*TRADE Mobile platforms. These platforms offer retail clients the ability to manage their investment and banking portfolios, online trading, planning and collaboration.

Role Description Application Area: The position is for a Chief of Staff in Client Platforms Technology. This role sits at the heart of the practice area?s strategy, operations and communications. We are looking for a self-starter who will work closely with the co-heads of the Practice Area Group and partner across cross-functional stakeholders to put the strategies and processes in place to meet the evolving business needs of the department. This person will be critical for optimizing employee engagement, responsible for increasing the efficiency, marketing, presence, and image of the team, as well as driving and improving on key business & operational processes.

The Candidate will play a key role in the following:
• Management of the overall communications to the PAG including ownership of the Client Platforms jive site
• Drive communication between Co-Heads of Client Platforms Technology and the leadership team (ownership of agenda for weekly Directs meeting)
• Partnership with our Digital Direct and Banking Product Managers (and Client Platforms Leadership Team) on Financials, Organizational changes, Workforce Strategy, Recruitment, TAP and Summer Intern demand, Diversity and Inclusion
• Production of Quarterly Business Review with WMT Division head and entire PAG reporting status on goals related to: Stability, Hygiene, Risk, Business Enablement and People
• Ownership and Coordination of bi-weekly Client Platforms Employee All Hands Meetings and Global Leadership Meeting
• Partnership with WMT Management on division-wide initiative
• Partnership with HR (and Client Platforms leadership team) on Annual Promotion, Talent Rank Review and Compensation manager mapping processe
• Ownership of PAG Risk including weekly tracking of overdue Technology Accountability Program metrics and Open Action Plans coming due
• Ownership of Client Platforms People Engagement Program in the U.S. - including coordination of Global Volunteer Month event
• Coordination of Annual PAG Goals Cascade
• Management of ongoing approvals for T&E, Green Card Sponsorship, etc.
• Employee Rewards & Recognition
• Ad hoc advice, guidance and mentorship for entire organization

Primary Skills / Must have
• Has the ability to work on the day to day and also be in a position to set strategy and work and influence the organization
• Self-Starter and able to work with minimum supervision
• Project Management and organization skill

Skills Desired
• Wealth management and/or banking / financial services experience
• Microsoft Office
• Communications or marketing experience is a plu


Qualification / Skills Required
• Excellent verbal and written communication across a variety of audience
• Can work in an extremely dynamic and fast changing environment
• Ability to analyze large amounts of data to help advise and set strategy
More Information on Morgan Stanley
Morgan Stanley operates in the Financial Services industry. The company is located in Rochester, NY, New York, NY, Purchase, NY, Conshohocken, PA, Baltimore, MD, Richmond, VA, Westlake, OH, Beavercreek, OH, Tampa, FL, Kansas City, MO, Omaha, NE, New York, NY, San Francisco, CA and San Francisco, CA. Morgan Stanley was founded in 2022. It has 87899 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 427 open jobs at Morgan Stanley, click here.
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