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Client Onboarding and Reference Data Director

Morgan Stanley

Morgan Stanley

Baltimore, MD, USA
Posted on Oct 23, 2024

We are seeking someone to join our team as a Director in Shared Services and Reference Data Services support cross product onboarding including front to back opening and operational setup of derivatives trading accounts for Institutional clients across Fixed Income and Equity businesses.


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 Team Specialist position at Director level within Client Service & Relationship Management, which is 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.


At Morgan Stanley Baltimore, we support the Firms global Technology, Operations, Risk Management, Legal and Compliance, Internal Audit and Finance divisions. Morgan Stanley has been rooted in the Baltimore community since 2003. Our talented and diverse team is one of the largest in the U.S. outside of our New York headquarters and home to industry leading cybersecurity innovation with multiple patents and awards. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. There is ample opportunity to move across the businesses for those who show passion and grit in their work.


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


What you'll do in the role:


- Serve as a subject matter expert within functional area, working with Team Manager to manage processes, risks and/or projects, proposing and implementing improvements/changes
- Act as key problem solver for area or expertise, applying detailed knowledge to address unique or novel situations, recognize risks and draw out key issues
- Coordinate work, train and develop other team members where required, including task allocation, and project contribution
- Coordinate with internal stakeholders to ensure accurate and timely completion of all required business approvals and regulatory requirements
- Build, maintain and improve relationships with external clients, partnering with them on

What you'll bring to the role:


- Ability to lead by example, work with drive and determination, and put forward challenging views to senior levels
- Comprehensive knowledge and understanding of functional area and operational/compliance policies and procedures of their team
- Ability to operate independently across the majority of day-to-day responsibilities
- Culture carrier across Operations, embracing the Firm's core values and acting as a role model
- Strong problem solving skills; ability to offer strategic solutions to business and operational problems
- At least 4 years relevant experience would generally be expected to find the skills required for this role
- Bachelors degree or equivalent, preferably in Business

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, youll 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

Salary range for the position: $62,000 - $104,000 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.