ISG Data Group - Client Reference Data & Integrated Firm Management - Executive Director
Role Overview
The Executive Director (ED) will lead the formalization and strategic ownership of client reference data across the ISG Data Group, overseeing the Data Integrity Team and driving the harmonization of client data, ICI entitlements, and contacts governance. This role is pivotal in supporting the Integrated Firm Management (IFM) directive, ensuring holistic delivery of Morgan Stanley's products and services to clients through robust data stewardship, governance, and change management.
Key Responsibilities
1. Strategic Data Ownership & Governance
Formalize ISG Data Group's ownership of client reference data, establishing clear accountability and stewardship across business units.
Lead the Data Integrity Team in maintaining, cleansing, and enhancing the quality of client reference data, including Trading Name (TN) and Legal Hierarchy structures.
Develop and implement governance frameworks for client data, contacts, and entitlements, in partnership with the Contacts Governance Forum and EDG.
2. Client Harmonization & Orphan Party Clean-Up
Drive firmwide client harmonization initiatives, including the remediation of orphan parties in A2 and mapping disconnected entities to correct hierarchies.
Oversee legal entity policy changes and ensure alignment with regulatory requirements and business objectives.
Lead the implementation of controls and processes to maintain ongoing data hygiene and integrity.
3. Contacts & Entitlements Governance
Own the contacts data domain via EDG, establishing and chairing the Contacts Governance Forum to set standards for data quality, ownership, and technology enhancements.
Develop shared-ownership models and tiering frameworks for contacts, integrating with key vendors and internal systems.
Oversee the rollout and management of ICI entitlements, ensuring appropriate access, audit, and risk frameworks are in place.
4. Change Strategy & Integrated Firm Management
Champion the change strategy required to support IFM's mission of delivering consistent, systematic client coverage and intelligence globally.
Collaborate with senior leadership to drive adoption of the Integrated Client Intelligence (ICI) platform, enabling 360-degree client connectivity and commercial opportunity identification.
Lead cross-functional teams to implement strategic technology plans, resource allocation, and process improvements supporting IFM priorities.
5. Controls Implementation & Regulatory Compliance
Design and enforce controls for data sharing, privacy, entitlements, and anomalous behavior monitoring within the ICI platform.
Ensure compliance with regulatory commitments, privacy laws, and contractual obligations related to client data.
Partner with Legal, Compliance, and Technology teams to refresh and expand controls as the platform evolves.
6. Stakeholder Engagement & Leadership
Serve as the primary liaison to senior management, business unit leaders, and governance forums on all matters related to client reference data and contacts.
Represent ISG Data Group in firmwide initiatives, working groups, and oversight committees.
Mentor and develop talent within the Data Integrity Team and broader data governance community.
Qualifications & Experience
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Proven experience in client reference data management, governance, and strategy within financial services, ideally at ED level.
Deep understanding of client reference data, legal entity hierarchies, and data quality frameworks.
Demonstrated leadership in driving large-scale data harmonization and change management initiatives.
Expertise in regulatory compliance, privacy, and entitlements management.
Strong stakeholder management, communication, and cross-functional collaboration skills.
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.
Expected base pay rates for the role will be between $175,000 and $300,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
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).
Perks and Benefits
Health and Wellness
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Short-Term Disability
- Long-Term Disability
- Fitness Subsidies
- On-Site Gym
- Pet Insurance
- Mental Health Benefits
- FSA
- Virtual Fitness Classes
- HSA
Parental Benefits
- Fertility Benefits
- Adoption Assistance Program
- Family Support Resources
- Return-to-Work Program
- Birth Parent or Maternity Leave
- Non-Birth Parent or Paternity Leave
- Adoption Leave
Work Flexibility
- Hybrid Work Opportunities
Office Life and Perks
- Commuter Benefits Program
- Company Outings
- On-Site Cafeteria
- Holiday Events
Vacation and Time Off
- Paid Vacation
- Paid Holidays
- Leave of Absence
- Volunteer Time Off
- Personal/Sick Days
Financial and Retirement
- 401(K) With Company Matching
- Stock Purchase Program
- Performance Bonus
- Relocation Assistance
- Financial Counseling
Professional Development
- Tuition Reimbursement
- Promote From Within
- Mentor Program
- Access to Online Courses
- Lunch and Learns
- Work Visa Sponsorship
- Leadership Training Program
- Associate or Rotational Training Program
- Internship Program
Diversity and Inclusion
- Diversity, Equity, and Inclusion Program
- Employee Resource Groups (ERG)