Market Business Service Officer

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:

Market Business Service Officers (MBSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Market Business Service Officer (MBSO) will work closely with the Market Management team to lead and supervise all service and business functions across the Market. 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.

DUTIES 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 - External

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education 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 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).

Internal Description

Description - Internal

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.

DUTIES 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 - Internal

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education 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 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).

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 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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.

We're committed to bringing passion and customer focus to the business.

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).