RaleighRecruiter Since 2001
the smart solution for Raleigh jobs

Complex Business Service Officer

Company: Morgan Stanley
Location: Raleigh
Posted on: January 12, 2021

Job Description:

Job Description - Complex Business Service Officer (3161552)Job Description Complex Business Service OfficerJob Number: 3161552Posting Date: Jan 6, 2021Primary Location: Americas-United States of America-North Carolina-RaleighJob: Wealth ManagementEmployment Type: Full TimeJob Level: Vice President 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 FirstDoing the Right ThingLeading with Exceptional IdeasGiving BackCommitting 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 changeLead, mentor, and supervise a team of Business Service Managers and Service ProfessionalsReview 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 ComplianceChampion and support diversity & inclusion Communication and Relationship BuildingMaintain strong relationships with key partners within the Complex, Region and Home OfficeFacilitate and oversee resolution of client needs across the ComplexAct 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: Education and/or Experience Bachelor---s degree required or equivalent educationPrevious industry management experienceActive 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 skillsAbility to prioritize and resolve complex problems and escalate as necessaryAbility to provide comprehensive feedback and solutions to complex issuesExceptional organizational and time management skills including delegation of workExceptional conflict resolution skillsExhibit good judgmentAbility to think and execute strategicallyAbility to travel within the Complex, Region, and Home Office as neededAbility 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.

Keywords: Morgan Stanley, Raleigh , Complex Business Service Officer, Other , Raleigh, North Carolina

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


Tax Expert - 3+ tax seasons experience required
Description: OverviewDo you have a minimum of 3 season of paid Tax Preparation experience, with a minimum of 30 tax returns per tax year If you're a tax professional, we need you to help our customers complete thier (more...)
Company: Intuit
Location: Danville
Posted on: 01/18/2021

Experienced Tax Expert I
Description: OverviewDo you have a minimum of 3 season of paid Tax Preparation experience, with a minimum of 30 tax returns per tax year If you're a tax professional, we need you to help our customers complete thier (more...)
Company: Intuit
Location: Danville
Posted on: 01/18/2021

Host
Description: Store Location: US-NC-Wilson Overview: As a hospitality expert, you ll get to welcome our hungry guests into the store with a smile and ring the dinner bell or, well...call their party when it s time (more...)
Company: Cracker Barrel
Location: Wilson
Posted on: 01/18/2021


Host
Description: Store Location: US-NC-Rocky Mount Overview: As a hospitality expert, you ll get to welcome our hungry guests into the store with a smile and ring the dinner bell or, well...call their party when it (more...)
Company: Cracker Barrel
Location: Rocky Mount
Posted on: 01/18/2021

Biostatistician
Description: Clinical Resource Network CRN is working with a boutique CRO and FSP with a noted US and European presence that has an upcoming need for an FTE based Lead Statistician. This is a remote opportunity. (more...)
Company: Solomon Page
Location: Chapel Hill
Posted on: 01/18/2021

Professional Mortgage Loan Processor / Flexible Hours
Description: Professional Mortgage Loan Processor Certified Mobile Notary Service https://certifiedmobilenotaryservice.com is seeking for someone to fill the position of a Professional Mortgage Loan Processor to (more...)
Company: Certified Mobile Notary Service
Location: Danville
Posted on: 01/18/2021

Server
Description: Store Location: US-NC-Rocky Mount Overview: As a server at Cracker Barrel, you will serve up smiles and Southern goodness in a fast-paced, family-friendly environment. Our mission of Pleasing People guides (more...)
Company: Cracker Barrel
Location: Rocky Mount
Posted on: 01/18/2021

Insider Rocky Mount
Description: ABOUT THE JOB br You got game You got spring in your step You want the best job in the world And schedules that work with you, not against you That's right, we live to beat the rush and make it (more...)
Company: Crum Pizza dba Domino's Pizza
Location: Rocky Mount
Posted on: 01/18/2021

Professional Mortgage Loan Processor / Work From Home
Description: Professional Mortgage Loan Processor Certified Mobile Notary Service https://certifiedmobilenotaryservice.com is seeking for someone to fill the position of a Professional Mortgage Loan Processor to (more...)
Company: Certified Mobile Notary Service
Location: Danville
Posted on: 01/18/2021

Remote Experienced Tax Preparer ? Seasonal
Description: OverviewDo you have a minimum of 3 season of paid Tax Preparation experience, with a minimum of 30 tax returns per tax year If you're a tax professional, we need you to help our customers complete thier (more...)
Company: Intuit
Location: Danville
Posted on: 01/18/2021

Log In or Create An Account

Get the latest North Carolina jobs by following @recnetNC on Twitter!

Raleigh RSS job feeds