Client Integration Manager – MSIM Office of COO – Vice President

Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, has more than 1,300 investment professionals around the world and $1.7 trillion in assets under management or supervision as of December 31, 2024. Morgan Stanley Investment Management strives to provide strong long-term investment performance, outstanding service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.

We’re seeking someone to join our team as a Vice President – Client Integration Manager within the Client Account Services team (CAS) to play an integral role servicing clients and facilitating client events including, on-boarding of new business, account transitions and client terminations. The individual will work closely with the Client Relationship Management (CRM) team to ensure completion of all client deliverables.

Morgan Stanley's Investment Management's product range is continually evolving into new product and strategy areas, demanding ever-changing infrastructure and solutions. The Vice President will be required to facilitate discussion with all the impacted parties to ensure that the appropriate support models are in place. The Transition team focusses not only on institutional segregated business but also on proprietary fund launches or closures.

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

• Manage North America client events including, on-boarding of new business, account transitions and client terminations for Separately Managed Accounts and Funds business
• Act as single point of contact for both internal and external parties, including, clients, sales, portfolio managers, legal, compliance, risk, operations, custodians and other appointed client service providers
• Responsible for the facilitation of all client events including client on-boarding, terminations, custody transfers, in-specie transfers and other related transition activities.
• Facilitating regular internal client event meetings, ensuring all functional groups have the appropriate level of information and that they are performing the required tasks.
• Close liaison with sales and the client to ensure that client expectations are understood and accomplished
• Strong relationship with legal and compliance to understand the requirements of, and provide feedback on, investment management agreements and all other associated documentation.
• Work with Product Development, Fund Administration and the Funds Client Service group to set up new MSIM proprietary vehicles
• Coordinating support on North America pipeline from team in India and discharging outsourcing oversight responsibilities
• Joint oversight of State Street Transitions team
• Assisting with strategic priorities of the T3 platform and ownership of initiatives assigned
• Co-responsibility with global
• Achieve Global consistency and ensure T3 checklists/PEGA and desktop & supervisory procedures are kept up to date with current responsibilities
• Ensuring all procedural documentation is up to date and accurate
• Provide and implement recommendations for process improvements, including workflow and technology
• Working proactively with counterparts on a global basis, in making recommendation for process improvement and consistency
• Using strong business sense and judgment to identify potential risk areas; making appropriate recommendations and highlighting those risks via the appropriate escalation channels
  
  

What You’ll Bring To The Role

• Working background in all aspects of Investment Management functions, preferably with a focus upon transition events
• Strong attention to detail
• Excellent organizational and project management skills
• Strong business sense and excellent judgment
• Good knowledge of the operational environment
• Stakeholder management
• Strong risk awareness and communication skills
• Has proven ability to interact with multiple internal and external functions including clients, legal, compliance, fund managers, sales, client service and other functional operations teams.
• Comfortable dealing with senior individuals and management across these functions
  
  

What You Can Expect From Morgan Stanley

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. 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. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. 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 $115,000 and $225,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

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).