Executive Director, Client Integration Manager
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Job Location:
Boston, NH - USA
Monthly Salary:
Not Disclosed
Posted on:
4 days ago
Vacancies:
1 Vacancy
Job Summary
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 $1.7 trillion in assets under management as of June 30 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 Stanley Investment Management offers investment management services to global investors investing in equity fixed-income and alternative products on a worldwide basis. As a member of the Client Account Services Team that sits within Morgan Stanley Investment Management Office of the COO the individual will play an integral role servicing clients and facilitating client events including on-boarding of new business account transitions and client terminations.
Morgan Stanleys Investment Managements product range is continually evolving into new product and strategy areas demanding ever-changing infrastructure and solutions. The individual will be required to facilitate discussion with all the impacted parties to ensure that the appropriate support models are in place. Specifically this individual will be tasked with covering events for our Portfolio Solutions Group. This business line spans across all asset strategies and types (traditional and alternative) through solutions that span fully liquid (public assets) comprehensive (public and private assets) and fully Client Integration Team focusses not only on institutional segregated business but also on proprietary fund launches or closures.
What youll do in the role:
- Manage Global client events including on-boarding of new business account transitions and client terminations for Separately Managed Accounts and Funds business
- Coordinating support on the event pipeline with the Morgan Stanely team in India
- Joint oversight of State Street Transitions team
- Assisting with strategic priorities of the Client Account Services team and ownership of initiatives assigned
- Achieve Global consistency and ensure desktop & supervisory procedures are kept up to date with current responsibilities
- 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
- 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 youll bring to the role:
- Working background in all aspects of Investment Management Operations 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 custody 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:
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.
To learn more about our offices across the globe please copy and paste into your browser.
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).
Required Experience:
Director
Key Skills
- Customer Service
- Client Expectations
- Client Requirements
- Client Support
- Action Plans
- Issue Resolution
- Account Management
- Client Relationships
- Service Delivery
- Client Service
- Client Satisfaction
- Client Management
- Procedures
- Service Level Agreements
- New Clients
About Company
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1, ... View more
