Director, Team Manager, P4, Client Services & Relationship Mgmt WM

What you'll do in the role:
• Responsible for overseeing the team with a focus on client service, consistency, quality, and compliance with Firm policies and procedures
• Responsible for the supervision of support staff, including managing their training and development
• Manage the transition of assets for individual clients through the legacy transfer process from beginning to end
• Manage the oversight and distribution of incoming workload from internal and external clients
• Determine appropriate next steps in the process and align work among the staff based on skill level and expertise
• Consistently manage service levels for phone and case processing time
• Manage internal tracking system for data accuracy and daily reporting monitoring
• Provide world class customer service to both internal and external clients in all interactions
• Serve as the primary escalation contact, assisting associates with client service requests to ensure completion
• Manage and ensure team operates in line with internal Service Level Agreements by setting appropriate expectations with clients and beneficiaries
• Research and resolve problems with both internal and external clients accurately and in a timely manner

What you'll bring to the role:

• 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

• At least 5 years' relevant experience would generally be expected to find the skills required for this role

• Series 7, 8 (or 9 and 10) and 66 required (or 63 & 65, or 99)

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 - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll 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. There's 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 https://www.morganstanley.com/about-us/global-offices into your browser.

Morgan Stanley's 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).

Client-provided location(s): Columbus, OH

Job ID: Morgan-549786243458

Employment Type: FULL_TIME

Posted: 2025-10-08T18:36:36