Client Integration Manager – Vice President
Morgan Stanley
full-time
Posted on:
Location Type: Office
Location: New York City • Massachusetts • New York • United States
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Salary
💰 $115,000 - $225,000 per year
Job Level
About 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
Requirements
- 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
- 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.
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development opportunities
- Bonuses
- Comprehensive employee benefits and perks
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
investment managementtransition eventsprocess improvementworkflow managementproject management
Soft Skills
attention to detailorganizational skillsbusiness sensejudgmentstakeholder managementrisk awarenesscommunication skills