We’re seeking someone to join our team as a Vice President in the Investment Management Operations group to support the equity, fixed income, ETF, liquidity, multi-asset and alternative businesses for Morgan Stanley Investment Management (MSIM), providing middle-office services including portfolio manager support, client services, portfolio transitions, market registration, product data and performance and attribution analysis for funds and separately managed accounts. MSIM Operations also provides mutual fund support, derivative processing, and counterparty and credit event management.

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 Vice President level within the Client Services and Relationship Management IM

Operations is one of the largest divisions in the firm and has diverse responsibilities, including correctly settling and recording millions of transactions per day, identifying and mitigating all operational risks, developing strong client relationships and partnering with technology to realize the full potential of IT and e-solutions. Throughout, the Operations department continually seeks ways to improve while actively supporting the development of new businesses, structures and markets.

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:

The Vice President, North America Client Operations position, which will report directly to the Global Head of the Public Markets Middle Office, is responsible for collaborating with Client Service, Investment Operations Peers, Investment and Trading Teams, and services providers globally to ensure world class operational servicing for MSIM clients.

• 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
• Ensure timely responses to client queries In collaboration with client service teams, investment and trading teams, service providers, and operational functions globally
• Development of workflow protocols, global standards, and tools to support Client Service Team needs
• Form a proactive approach to client account data quality and servicing - client oriented operations management reporting and communication, alignment of client operational requirements with infrastructure capabilities
• Collaborate with regional and product aligned teams to develop a standard and seamless approach to client operations and serving needs
• May represent MSIM investment operations in client meetings as needed
• Development of a strategic cross functional client operations capability in collaboration with stakeholders and peers
• Develop client aligned operations capabilities to proactively manage client needs (e.g. client oriented dash-boarding of operational exceptions, query management tools, and custodian relationship management, transition project management tools) in collaboration with peers and stakeholders
• Align client operational capabilities with industry standards globally #LI-JO1

What you’ll bring to the role:

• Experience with global institutional investment management client service and/or client operations
• 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
• Experience with data analytics, dash-boarding, and CRM tools required for affective client operations servicing
• Aptitude to navigate a wide variety of middle office operations technologies and service providers including middle office outsourcing providers, custodian banks, and brokers
• Strategic thinker who can also tactically remediate sensitive client matters in collaboration with firm wide stakeholders
• Familiarity with infrastructure and operational nuances of the full array of product types (equity, fixed income, multi asset, derivatives, etc) and strategies
• At least 8 years’ relevant experience would generally be expected to find the skills required for this role

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.

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). #LI-JO1