Portfolio Management & Execution Strategy Chief of Staff, AVP

Morgan Stanley is a global financial services firm and a market leader in investment banking, investment management and wealth management services. Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.

Division Profile

The Wealth Management Platforms organization manages digital platforms and experiences across the Advisor, Workplace and Direct channels, ensuring that our capabilities lead the industry and are delivered and integrated seamlessly.

The Portfolio Management & Execution Strategy Team (PMES) sits within WM Platforms and serves as trusted partners to WM platform owners, provides project and program management support and oversight across the platform portfolio and for select initiatives. The PMES Chief of Staff office is responsible for creating transparency across strategic initiatives, driving operational excellence, facilitating communication, decision-making and execution. This is an exciting opportunity for a proactive, detail-oriented individual who thrives in fast-paced environment and is passionate about optimizing processes and delivering results.

Position Summary

The PMES Chief of Staff AVP will be responsible for a variety of functions that support the PMES Chief of Staff across various disciplines. The PMES Chief of Staff AVP will report to the PMES Chief of Staff. Assisting the PMES Chief of Staff will be key to in achieving senior leadership's vision of building platforms that stand out from our competitors while making the day-to-day activities of field users efficient and supportive. The PMES Chief of Staff AVP will be responsible for driving senior level reporting and providing presentation and meeting support.

Key Responsibilities

• Assisting with all levels of reporting and presentation including creating and preparing templates, drafting slides, populating templates, consolidating from existing materials, reconciling between multiple documents
• Providing meeting support including meeting set - up, meeting notes (for overlapping hours), and preparing draft/tentative agendas ahead of upcoming meetings
• Providing general support including maintaining key trackers, driving items to completion, and highlighting items that require attention
• Performing data reconciliation, specifically for the budget process

Experience

• Bachelor's degree in finance, economics, or related field, or an equivalent combination of training and experience required
• Minimum 5-7 years of experience in Wealth Management operations or related roles in the financial services industry
• Partnering/working with stakeholders across different areas

Skills Required

• Work independently and with a team, possessing strong sense of accountability and relationship-building
• Ability to think laterally and convey big-picture understanding; identify risks, trends, and remediation's, including when working with technology and business stakeholders
• Superior active listening, research/investigative, communication (verbal and written) and presentation skills; being able to tailor such skills for different audiences
• Strong attention to detail
• Strong organizational and analytical skills
• Strong people and process management skills
• Proficient with Microsoft Office Suite (Word, Excel and PowerPoint)

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 - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll 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. There's 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 https://www.morganstanley.com/about-us/global-offices into your browser.

Expected base pay rates for the role will be between $85,000 and $140,000 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's 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).

Client-provided location(s): Purchase, NY

Job ID: Morgan-PT-JR004894

Employment Type: FULL_TIME

Posted: 2025-10-16T18:36:32