Director
Financial Services

N/A

Client Onboarding and Reference Data Director (AVP)

Morgan Stanley
Baltimore

1 year ago

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We’re seeking someone to join our team as a Director in Shared Services and Reference Data Services support cross product onboarding including front to back opening and operational setup of derivatives trading accounts for Institutional clients across Fixed Income and Equity businesses.

  • Serve as a subject matter expert within functional area, working with Team Manager to manage processes, risks and/or projects, proposing and implementing improvements/changes
  • Act as key problem solver for area or expertise, applying detailed knowledge to address unique or novel situations, recognize risks and draw out key issues
  • Coordinate work, train and develop other team members where required, including task allocation, and project contribution
  • Coordinate with internal stakeholders to ensure accurate and timely completion of all required business approvals and regulatory requirements
  • Build, maintain and improve relationships with external clients, partnering with them on initiatives to improve account opening timeliness and overall onboarding experience
  • Ability to lead by example, work with drive and determination, and put forward challenging views to senior levels
  • Comprehensive knowledge and understanding of functional area and operational/compliance policies and procedures of their team
  • Ability to operate independently across the majority of day-to-day responsibilities
  • Culture carrier across Operations, embracing the Firm’s core values and acting as a role model
  • Strong problem solving skills; ability to offer strategic solutions to business and operational problems
  • At least 4 years’ relevant experience would generally be expected to find the skills required for this role
  • Bachelor’s degree or equivalent, preferably in Business
Salary
$
121000
-
$
181000
Responsibility
Scope
-
Workplace
-
Functions
Level
N-2
Travel
0%
Date Added
02-20-2025

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