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Morgan Stanley Associate Regional Business Service Officer in Boston, Massachusetts

  • Morgan Stanley*

Associate Regional Business Service Officer

Job Description

* * Primary Office Location Flexible within Northeast Corridor* * Travel Required minimum 2x a month within Northeast Corridor


Associate Regional Business Service Officer (ARBSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The ARBSO is responsible for leading and driving the Firm’s key strategic initiatives, contributing to a strong regional culture, coaching and developing employees. The ARBSO works closely with the Regional Business Service Officer to lead and supervise all business and service initiatives across the Region.


*Leadership and Supervision*

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

• Lead, mentor and supervise a team of Complex Business Service Officers, Business Service Officers and Service Managers

• Identify opportunities to develop talent throughout the regional team in partnership with Field Service and Field Development

• Oversee various projects throughout the Region, including a range of real estate and facilities initiatives

• Manage service risk within the Region (e.g., take a leadership role with internal and external audit activities, branch exams and remediation projects)

• Champion and support diversity & inclusion

*Communication and Relationship Building*

• Maintain strong relationships and liaise with key partners throughout the Region and Home Office (e.g., spearheading various platform pilots and/or national rollouts locally within the Region)

• Directly resolve business and service related client needs within the region

• Actively participate in national calls and stay abreast of key topics in order to effectively cascade communications within the Region as well as participate in conversations around these issues at the National level

• 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 Region

• Partner closely with Human Resources regarding all aspects of people management

• Keeps the Regional Management team informed of significant matters

*Operational Oversight*

• Oversight of service controls and Audit Readiness Program in partnership with CBSOs to help ensure successful audits

• Standardize operating procedures, leveraging national best practices and guidance

• Accountable for regional expense management, including but not limited to budgets and headcount allocations

• Review and action various regional approvals requiring attention, (e.g., rate adjustments, headcount, expenses)

• Administer other duties as delegated by the Regional Management team


*Education and/or Experience*

• Bachelor’s degree required or equivalent education

• Previous industry management experience

• Active Series 7 (GS), Series 9 and Series 10 (SU), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

• Other licenses as required for role or by management


• Evidence of strong leadership capabilities

• Experience with change management

• 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

• Exceptional conflict resolution skills

• Ability to travel within the Region and Home Office as needed

Reports to:

• Regional Business Service Officer

Direct reports:

• Complex Business Service Officers

Expected base pay rates for the role will be between $170,000 and $245,000 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).

Job: *Wealth Management

Title: Associate Regional Business Service Officer

Location: Massachusetts-Boston

Requisition ID: 3231429

Other Locations: Americas-United States of America-New York-Purchase