Complex Business Service Officer

Description

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 as a firm. Together, we share five core values rooted in integrity, excellence and strong team ethic :

Putting Clients First

Doing the Right Thing

Leading with Exceptional Ideas

Giving Back

Committing to Diversity and Inclusion

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.

POSITION SUMMARY : Complex Business Service Officers (CBSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care.

The Complex Business Service Officer (CBSO) will work closely with the Complex Management team to lead and supervise all service and business functions across the Complex.

This includes the management of the Business Service Managers within the Complex. The Complex Business Service Officer is responsible for leading and driving the Firm’s key strategic initiatives, contributing to a strong complex culture, development of employees, ensuring a high level of client service, and general oversight of operational processes.

The CBSO keeps the Complex Management team and Regional Business Service team informed of significant matters and must determine when escalation is necessary.

DUT I E S and RESPONSIBILITIES : Leadership and Supervision

Lead the Complex in executing the organization’s strategic priorities by influencing and coaching behavioral change

Lead, mentor, and supervise a team of Business Service Managers and Service Professionals

Review and oversee the Complex procedure for onboarding new hires, including newly recruited Financial Advisors and their Support Professionals in conjunction with the Complex Service Coaches

Ensure Service Professionals are being recognized and rewarded within the Complex

Oversee various projects throughout the Complex, including various real estate and facilities initiatives

Manage risk and assure positive audit results throughout the Complex in partnership with Risk and Compliance

Champion and support diversity & inclusion

Communication and Relationship Building

Maintain strong relationships with key partners within the Complex, Region and Home Office

Facilitate and oversee resolution of client needs across the Complex

Act as liaison between the complex and various Home Office departments within the Firm as necessary (e.g., spearheading various platform pilots and / or national rollouts locally within the Complex)

Actively participate in Regional and National calls and stay abreast of key topics in order to effectively cascade communications within the Complex

Conduct meetings to effectively communicate progress against strategic priorities, revisions to policies and procedures, upcoming platform enhancements, share best practices, foster open dialogue on timely topics, and promote teamwork within the Complex

Partner closely with Human Resources regarding all aspects of people management

Operational Oversight

Standardize operating procedures across the Complex, leveraging national best practices and guidance

Accountable for Complex expense management, including but not limited to controllable budgets and headcount allocations

Review and action various Complex approvals requiring attention

Administer other duties as delegated by the Complex Management team or Regional Business Service team

Ensure compliance with Firm policies and procedures with regular self-audit testing

Qualifications

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS :

E ducation and / or Experience

Bachelor’s degree required or equivalent education

Previous industry management experience

Active Series 7, 8 (or 9 and 10), and 66 (or 63 and 65)

Other licenses as required for role or by management

Knowledge / Skills

Evidence of strong leadership capabilities

Strong attention to detail

Ability to manage relationships, motivate and lead groups of people at various levels

Effective written and verbal communication skills

Ability to prioritize and resolve complex problems and escalate as necessary

Ability to provide comprehensive feedback and solutions to complex issues

Exceptional organizational and time management skills including delegation of work

Exceptional conflict resolution skills

Exhibit good judgment

Ability to think and execute strategically

Ability to travel within the Complex, Region, and Home Office as needed

Ability to identify and source top talent

Reports to :

Associate Regional Business Service Officer with a dotted line to the Complex Manager

Direct reports :

Business Service Managers (and select, senior exempt Support Professionals)

Morgan StanleyEOE committed to diversifying its workforce.M / F / D / V.