Illinois CPA Society
Market Business Service Officer
Illinois CPA Society, Boston, Massachusetts, us, 02298
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 Officers and Service Managers within the Complex. The Market 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 MBSO keeps the Market 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 Officers, 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 CoachesEnsure Service Professionals are being recognized and rewarded within the ComplexOversee various projects throughout the Complex, including various real estate and facilities initiativesManage risk and assure positive audit results throughout the Complex in partnership with Risk and ComplianceChampion and support diversity & inclusionCommunication and Relationship Building
Maintain 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 ComplexConduct 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 ComplexPartner closely with Human Resources regarding all aspects of people managementOperational Oversight
Standardize operating procedures across the Complex, leveraging national best practices and guidanceAccountable for Complex expense management, including but not limited to controllable budgets and headcount allocationsReview and action various Complex approvals requiring attentionAdminister other duties delegated by the Complex Management team or Regional Business Service teamEnsure compliance with Firm policies and procedures with regular self-audit testingEDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
Bachelor's degree required or equivalent educationPrevious industry management experienceActive 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 managementKnowledge/Skills
Evidence of strong leadership capabilitiesStrong attention to detailAbility to manage relationships, motivate and lead groups of people at various levelsEffective 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 talentReports to:
Associate Regional Business Service Officer with a dotted line to the Complex ManagerDirect reports:
Business Service Officers, 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).
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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 Officers and Service Managers within the Complex. The Market 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 MBSO keeps the Market 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 Officers, 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 CoachesEnsure Service Professionals are being recognized and rewarded within the ComplexOversee various projects throughout the Complex, including various real estate and facilities initiativesManage risk and assure positive audit results throughout the Complex in partnership with Risk and ComplianceChampion and support diversity & inclusionCommunication and Relationship Building
Maintain 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 ComplexConduct 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 ComplexPartner closely with Human Resources regarding all aspects of people managementOperational Oversight
Standardize operating procedures across the Complex, leveraging national best practices and guidanceAccountable for Complex expense management, including but not limited to controllable budgets and headcount allocationsReview and action various Complex approvals requiring attentionAdminister other duties delegated by the Complex Management team or Regional Business Service teamEnsure compliance with Firm policies and procedures with regular self-audit testingEDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
Bachelor's degree required or equivalent educationPrevious industry management experienceActive 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 managementKnowledge/Skills
Evidence of strong leadership capabilitiesStrong attention to detailAbility to manage relationships, motivate and lead groups of people at various levelsEffective 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 talentReports to:
Associate Regional Business Service Officer with a dotted line to the Complex ManagerDirect reports:
Business Service Officers, 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).
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