Private Wealth Management Chief of Staff

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 WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to...