About this role
Private Wealth Management Investment Consultant Team Chief Operating Officer at Morgan Stanley. Location: Beverly Hills, California, United States. Role: overseeing operations, coordinating initiatives, managing onboarding Requirements: Bachelor's degree or comparable certification required; Series 7, Series 63 and investment adviser representative (ra) registration required; 10+ years relevant experience preferred; leadership, compliance, communication, and financial product knowledge. Category: Business Operations Seniority: Senior Level Certifications: series 7, series 63, ra, products, states Commitment: Full Time Workplace: Onsite Languages: English