Market Business Service Officer jobs in United States
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Morgan Stanley · 1 day ago

Market Business Service Officer

Morgan Stanley is a leading financial services firm that helps clients reach their goals by raising, managing, and allocating capital. The Market Business Service Officer (MBSO) is responsible for modernizing client experience, leading service and business functions, and ensuring high levels of client service while overseeing operational processes.

Asset ManagementFinanceFinancial ServicesLending
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H1B Sponsor Likelynote

Responsibilities

Lead the market in executing the organization’s strategic priorities by influencing and coaching behavioral change
Lead, mentor, and supervise a team of Business Service Officers, Service Managers and Service Professionals
Review and oversee the market procedure for onboarding new hires, including newly recruited Financial Advisors and their Support Professionals in conjunction with the Market Service Coaches
Ensure Service Professionals are being recognized and rewarded within the market
Oversee various projects throughout the market, including various real estate and facilities initiatives
Manage risk and assure positive audit results throughout the market in partnership with Risk and Compliance
Champion and support diversity & inclusion Communication and Relationship Building
Maintain strong relationships with key partners within the Market, Region and Home Office
Facilitate and oversee resolution of client needs across the market
Act as liaison between the Market and various Home Office departments within the Firm as necessary (e.g., spearheading various platform pilots and/or national rollouts locally within the market)
Actively participate in Regional and National calls and stay abreast of key topics in order to effectively cascade communications within the market
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 market
Partner closely with Human Resources regarding all aspects of people management Operational Oversight
Standardize operating procedures across the market, leveraging national best practices and guidance
Accountable for market expense management, including but not limited to controllable budgets and headcount allocations
Review and action various market approvals requiring attention
Administer other duties delegated by the Market Management Team or Regional Business Service team
Ensure compliance with Firm policies and procedures with regular self-audit testing

Qualification

Series 7Series 9Series 10Series 66LeadershipTalent IdentificationCommunicationProblem SolvingOrganizational SkillsConflict Resolution

Required

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) required
Other licenses as required for role or by management
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 Market, Region, and Home Office as needed
Ability to identify and source top talent

Benefits

Commission earnings
Incentive compensation
Discretionary bonuses
Other short and long-term incentive packages
Other Morgan Stanley sponsored benefit programs

Company

Morgan Stanley

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Morgan Stanley is a financial services company that offers securities, asset management, and credit services.

H1B Sponsorship

Morgan Stanley has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (222)
2024 (195)
2023 (173)
2022 (153)
2021 (165)
2020 (173)

Funding

Current Stage
Public Company
Total Funding
unknown
1997-02-05IPO

Leadership Team

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James Gorman
Chairman and CEO
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Ted Pick
Chief Executive Officer (CEO)
Company data provided by crunchbase