Demo

North America Client Operations Vice President

Morgan Stanley
Boston, MA Full Time
POSTED ON 1/22/2025
AVAILABLE BEFORE 4/21/2025

Job Description - North America Client Operations Vice President (3262316)

Job Number : 3262316

Posting Date

Primary Location

Americas-United States of America-Massachusetts-Boston

Education Level : Bachelor's Degree

Other

Employment Type : Full Time

Job Level : Vice President

Description

We’re seeking someone to join our team as a Vice President in Investment Management Operations responsible for collaborating with Client Service, Investment Operations Peers, Investment and Trading Teams, and service providers globally to ensure world-class operational servicing for MSIM clients.

In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls, and develop client relationships. This is a Department Manager position at the Vice President level responsible for managing internal and external client relationships. We do this by engaging in client service activities, optimizing the client experience, and managing vendor / external business partner relationships.

Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.

Interested in joining a team that’s eager to create, innovate, and make an impact on the world? Read on…

What you’ll do in the role :

  • Set the vision for the direction of your team in conjunction with the global peer group ensuring consistent execution, strong control framework, business enablement, and process adherence within all local regulations.
  • Take responsibility for talent acquisition, developing a bench of talent, and creating a plan for succession.
  • Run the operation as a business by considering client service needs, cost-effectiveness, and the department’s automation and efficiency agenda.
  • Partner directly with peers across Business Units and / or external stakeholders to provide input and execute on strategy and future state of their respective group.
  • Accountable for the Operations contribution to the client experience both directly and indirectly via MSIM client service functions.
  • Ensure appropriate escalation through Operations in order to ensure that client needs are appropriately addressed in a timely, accurate, and efficient manner.
  • Provide internal stakeholders with a single point of contact for the provision of cohesive and coordinated client responses from across Operations teams.
  • Provide direction to Operations leads in ensuring that client requirements are appropriately prioritized versus BAU Operations.

What you’ll bring to the role :

  • Can convey trust and confidence to influence stakeholders in the decision-making process to affect strategy and prepared to challenge where necessary.
  • Sound judgment without compromising control.
  • Role model that advocates for your team, motivates and engages staff to achieve vision and inspire respect; supports and promotes the Firm’s vision and values.
  • Experience with global institutional investment management client service and / or client operations.
  • At least 8 years’ relevant experience would generally be expected to find the skills required for this role.
  • General understanding of service and client operation requirements for institutional separate account clients, regional market requirements, along with requirements for US and Non-US fund ranges.
  • Experience with designing, leading and / or liaising with client operations functions, including account transitions, client reporting, separate account client flow management, fund dealing / subscription and redemption infrastructure and related market standards.
  • Demonstrated relationship builder with internal stakeholders and investment management firm clients.
  • What you can expect from Morgan Stanley :

    We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors, and a culture that values diverse perspectives, individual intellect, and cross-collaboration. Our Firm is differentiated by the caliber of our diverse team, while our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action : morganstanley.com / diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.

    Role is hybrid and will require in-office attendance 3 days / week.

    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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