Director

Client Management - Executive Director

Morgan Stanley4.0·Posted 2 months ago

Location

All India

Experience

7–12 years

Required Skills

Client OnboardingClient Relationship ManagementChange ManagementTechnologyCommunicationBusiness ProcessRisk Control AwarenessAsset ClassesRegulatory Changes

About the Role

As a Client Operations - Client Onboarding Director at Morgan Stanley, your role involves leading the Client Onboarding team in Mumbai and overseeing the global strategy and governance for Client Implementation. You will be responsible for ensuring a smooth client onboarding experience for clients across Americas, EMEA, and Asia Pacific. Your key responsibilities include:

• Managing a team of about 30 people in Mumbai, providing coaching, conducting career conversations, supporting career development aspirations, and ensuring team members have the necessary skills.

• Leading the strategy and governance for the department, partnering with global leaders, managing people, vendor, and location strategy, supporting new business growth, standardizing metrics and controls.

• Implementing and managing controls within the respective area to mitigate operational risk and run the operation as a business considering client service needs, cost-effectiveness, and value-add.

• Actively managing team performance, reviewing onboarding performance, addressing issues, anticipating resourcing impact, and prioritizing support for client onboarding.

• Implementing quality and control governance, reviewing quality results, identifying gaps, and improving the team's data and process quality.

• Managing audits and reviews, including internal audit, external regulatory inquiries, external audit, and internal compliance testing.

• Leading projects and initiatives to advance the Onboarding strategic vision of providing value-added services to clients.

• Working with Change the Bank and Technology Teams to enhance operational efficiency and reduce operational risk.

Qualifications required for this role include:

• 12+ years of management experience in consulting for or directly with financial institutions in operations, change management, and/or technology. Client Onboarding and Client Relationship Management experience preferred.

• 7+ years of team and people management experience of remote processing teams in a financial institution.

• Effective problem-solving skills, ability to multi-task, strong risk and control awareness, technical understanding of transaction lifecycle in asset classes preferred.

• Ability to communicate and interact effectively with Business Units, Compliance, and global teams.

• Actively leveraging networks and using initiative to expand own and others' understanding of front to back business process and technology.

• International environment and future career opportunities within the division.

Working at Morgan Stanley offers significant benefits such as:

• Significant role in defining process quality metrics and outputs.

• Learning about financial markets and global regulations.

• Participation in major global projects related to regulatory changes shaping the financial industry.

• Extensive training offerings.

• Active social life and the possibility to join diverse employee networks.

At Morgan Stanley, the values of putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back guide the decisions made every day to prioritize the best interests of clients, communities, and employees. The inclusive environment encourages individuals to maximize their full potential, drawing from diverse backgrounds and experiences to create a strong, creative, and collaborative workforce. The commitment to a culture of inclusion is evident through the focus on recruiting, developing, and advancing individuals based on their skills and talents. As a Client Operations - Client Onboarding Director at Morgan Stanley, your role involves leading the Client Onboarding team in Mumbai and overseeing the global strategy and governance for Client Implementation. You will be responsible for ensuring a smooth client onboarding experience for clients across Americas, EMEA, and Asia Pacific. Your key responsibilities include:

• Managing a team of about 30 people in Mumbai, providing coaching, conducting career conversations, supporting career development aspirations, and ensuring team members have the necessary skills.

• Implementing and managing controls within the respective area to mitigate operational risk and run the operation as a business considering client service needs, cost-effectiveness, and value-add.

• Actively managing team performance, reviewing onboarding performance, addressing issues, anticipating resourcing impact, and prioritizing support for client onboarding.

• Implementing quality and control governance, reviewing quality results, identifying gaps, and improving the team's data and process quality.

• Managing audits and reviews, including internal audit, external regulatory inquiries, external audit, and internal compliance testing.

• Le

HireIQ AI InsightsBeta

Ideal Candidate

Someone who has scaled a remote/distributed operations team in a Tier-1 financial institution and moved beyond execution into strategic governance—comfortable bridging business units, compliance, and technology.

Estimated Salary Range(medium confidence)

₹25 L – ₹42 L per year

Likely Interview Questions

1.Walk us through a specific instance where you redesigned client onboarding workflows to reduce cycle time while strengthening controls—what metrics improved and how did you get buy-in from compliance/business units?
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About Morgan Stanley

Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management, and investment management services.

4.0

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CEO Approval

80,000+ employeesInvestment BankingFounded 1935HQ: New York (India: Mumbai)4,000,000 LinkedIn followers