Client Onboarding Leadership: Oversee the end-to-end onboarding process, from document collection to account initiation, ensuring all operational setups and reporting are completed ahead of client launch. Cross-Functional Coordination: Partner with Business Units, Legal, Credit, Risk, other Ops teams, and Clients to prioritize onboarding activities, resolve bottlenecks, and escalate issues to minimize business or client impact. Client Relationship Management: Act as the primary contact for fund launches and onboarding inquiries. Manage complex conversations, engage the right stakeholders, and ensure clients are accurately set up. Escalate and resolve issues with urgency and integrity. Subject Matter Expertise: Demonstrate knowledge of entity structures, regulatory requirements, jurisdictions, and internal process flows. Regulatory & Product Knowledge: Maintain awareness of market conventions and regulatory frameworks (e.g., Dodd-Frank, EMIR, MiFID II). Understand client reference data, account setup platforms, trading systems, and derivatives products (e.g., swaps, futures, options, forwards), including post-trade processes. Process Optimization & Innovation: Collaborate with internal MS stakeholders to drive process improvements and implement technology solutions that reduce risk and enhance client experience. Engage in transformation initiatives, share best practices, and promote scalable solutions across teams. Technical understanding of transaction life cycle in one or more asset classes (Equity & FI Cash, Rates, Credit and Equity OTC Derivatives, OTC Clearing, Listed Derivatives, FX, Commodities) Client facing experience & ability to manage expectations effectively Proven experience with external institutional client communication and interaction Exceptional problem-solving ability. Exceptional organizational skills. Strong listening and verbal/written communications Strong presentation skills Ability to work within a quickly changing environment and remain composed under pressure Conceptual understanding of Pre & Post Execution Onboarding process across various products (Legal, Credit, Docs, NMR, Compliance etc.) Ability to work as part of a team and adapt to the needs of the team as they arise College/University degree or equivalent with a business focus and relevant/proven experience Able to work in a Hybrid working environment with expectation of going to the office on average 3 days / week At least 5-7 years' relevant experience would generally be expected to find the skills required for this role We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be between $82,000 and $133,000 per year at the commencement of employment. 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.
