Lead and mentor a high-performing team providing coaching, performance management, and career development. Partner with individuals within the CRM team globally to assist in providing exceptional client service. Provide strategic oversight of client documentation workflows, including onboarding, amendments, and screening processes. Serve as the primary escalation point for complex client documentation, regulatory queries, and operational issues. Build and maintain strong relationships with global stakeholders across Legal, Compliance, Risk, Operations, Sales, and Investment teams. Drive client engagement initiatives, including ownership of client questionnaires, due diligence, and onboarding documentation. Oversee the governance and maintenance of MSIM contractual obligations in firm systems, ensuring accuracy and audit readiness. Lead strategic projects aimed at enhancing client service delivery, automation, and process optimization. Work together with the Global CRM Governance team to deliver on global initiatives. Represent the CRM Governance function in regional forums and governance committees. Support executive reporting, including Board materials and regulatory submissions. Minimum 10 years of relevant experience in investment management or wealth management at peer firms. Proven ability to lead change, manage complexity, and influence senior stakeholders. Knowledge of investment management business and client arrangements, including Separately Managed Accounts (SMA) and Pooled Vehicles Strong communication, negotiation, and stakeholder management skills. Ability to interact with individuals at all levels within the business and external parties, including clients. Self-starter with the ability to multi-task and deliver requests with tight deadlines. Bachelor's degree required; advanced degree or legal/paralegal background preferred. Understanding of AI tools for driving automation and re-engineering initiatives. 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. 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. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.
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