Executive Director, Client Integration

Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm with more than 40 years of history a presence in 24 countries and a total of $1.6 trillion in assets under management as of March 31 2025. MSIM strives to provide outstanding long-term investment performance service and a comprehensive suite of investment management solutions to a diverse client base which includes governments institutions corporations and individuals worldwide. For further information about Morgan Stanley Investment Management please visit Client Account Services (CAS) Team is a newly formed organization positioned within the Office of the COO with responsibility for the operational servicing of MSIMs SMA and Fund clients across the US EMEA and APAC. The CAS team collaborates closely with Global Client Relationship Management (GCRM) and internal partners across the organization to provide a seamless client experience throughout the lifecycle of managing client account events.

CAS is in the process of building out a new Global Client Integration Management function consisting of tenured operational servicing professionals who will be responsible for the end-to-end management of client events across the MSIM organization including onboardings restructurings and terminations. Client Integration will manage client-initiated activities through enhanced alignment of resources to improve the overall client experience reduce risk and increase efficiency.

We are seeking an experienced senior client integration professional to join CAS leadership team and play an important role in defining shaping and building the future Client Integration addition to managing and acting as a global escalation point for complex client events we are seeking a leader who can help architect a more consistent seamless and efficient onboarding and lifecycle management process that will allow CAS to meet its goal of enhancing our clients onboarding experience across all MSIM business lines.

The role requires a deep understanding of the asset management industry with a particular focus on institutional clients from a wide range of sectors and geographies with investments across the full range of available asset classes.

Responsibilities

• Partner with the CAS and GCRM Leadership teams to build out the new Global Client Integration function
• Manage the teams relationships with key internal stakeholders and senior management ensuring that the team is appropriately represented and accountable for deliverables
• In partnership with the leadership team ensure full awareness and appropriate prioritization of the workload across the team
• In partnership with GCRM establishment of governance early in the client lifecycle
• Senior representative and escalation point for vetting and approving complex client set-ups
• Act as an escalation point for operational onboarding issues in partnership with Middle Office ensuring cross-functional coordination enabling execution and problem resolution.
• Assist with the coordination of complex transactions and client requests to ensure that these are completed in an accurate and timely manner
• Drive the teams participation within global client experience and integrated firm initiatives by partnering with internal stakeholders to centralize all onboarding transitions and terminations across all business lines and create a consistent best in class experience for our clients.
• Participate in client due diligence meetings and share best practices with clients prospects and consultants.

Requirements

• Minimum 15 years of relevant experience including within integration management / client onboarding roles at peer organizations
• Advanced knowledge of the investment management business institutional and intermediary client channels and all asset classes
• Track record of attracting and retaining top talent focused on managing client lifecycle events
• Track record of building and maintaining institutional client relationships
• Proven ability to lead a team and manage organizational change
• Ability to analyze situations and develop solutions to build relationships and improve business processes
• Demonstrable success with change management and innovation
• Proven ability to operate within a complex fast paced and high-volume environment
• Excellent communication and interpersonal skills and an ability to manage engage and influence senior stakeholders and clients
• Methodical logical approach with strong attention to detail
• Bachelors degree or equivalent

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 89 years. Our values - putting clients first doing the right thing leading with exceptional ideas committing to diversity and inclusion and giving back - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll 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. Theres also ample opportunity to move about the business for those who show passion and grit in their work.

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Morgan Stanleys 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).