Clearing Onboarding Manager - Director

Morgan Stanley

About The Position

We are seeking an experienced Clearing Onboarding Manager to join the CORDS organisation and establish an onshore London presence for the EMEA IED Client Onboarding team. This role sits within Client Operations and focuses on onboarding Institutional Equity Derivatives clients whose products have transitioned into CORDS, including complex, multi product and project based onboardings. The Clearing Client Onboarding team partners closely with Institutional Equity Derivatives Sales & Trading and with clients to support daily onboarding activity, deliver new products and services, and drive efficiency while reducing operational risk. Client Operations acts as a strategic partner to the Firm's largest clients, enabling access to new markets, products and services, and supporting regulatory, clearing and margin requirements across Derivatives, Prime Brokerage and Institutional Securities. This role provides end to end consulting support to clients from pre trade through post trade, ensuring a smooth and controlled onboarding experience. Internally, the role is responsible for coordinating the timely and accurate setup of accounts, reports, entitlements and client documentation, while working closely with Sales & Trading, Technology, Legal, Risk and Compliance. The position also contributes to regulatory initiatives, new product roll outs and process improvement efforts, identifying opportunities to streamline workflows and enhance controls through technology, automation and data. As part of Operations, the role contributes directly to the Firm's first line of defence, helping to protect Morgan Stanley's financial and reputational integrity. The Operations division processes millions of transactions daily and plays a critical role in risk mitigation, client relationship management and delivery of high quality service that differentiates the Firm from competitors. This is an Advanced Specialist, Director level position. The successful candidate will bring a minimum of seven years' client facing experience in Client Onboarding or Client Services within an investment bank, with a strong understanding of the trade lifecycle, products and markets. Experience managing large, client facing onboarding projects is essential, including providing clear status updates and escalating issues appropriately. A proven track record of delivering process improvements, building strong internal and external stakeholder relationships, and demonstrating clear written and verbal communication is required. Familiarity with AI or automation tools to support operational efficiency is an advantage. What you'll bring to the role: - Front-to-back knowledge of the onboarding processes, project management, tradeflow that influence their team with a comprehensive understanding of job-related operational/compliance policies and procedures - Ability to think commercially, understand the impact of initiatives, risks on the operational budget - Ability to address non-standard issues within area of expertise - Culture carrier and role model, representing and leading the Firm's core values to influence and motivate those around you - Previously handled large projects with client facing element - able to provide regular updates and comfortable in escalating where appropriate. - At least 6 years' relevant experience would generally be expected to find the skills required for this role - Ability to use AI for process improvement WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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. Certified Persons Regulatory Requirements: If this role is deemed a Certified role and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks. Flexible work statement Interested in flexible working opportunities? Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do

Requirements

minimum of seven years' client facing experience in Client Onboarding or Client Services within an investment bank, with a strong understanding of the trade lifecycle, products and markets
Experience managing large, client facing onboarding projects is essential, including providing clear status updates and escalating issues appropriately
proven track record of delivering process improvements, building strong internal and external stakeholder relationships, and demonstrating clear written and verbal communication is required
Front-to-back knowledge of the onboarding processes, project management, tradeflow that influence their team with a comprehensive understanding of job-related operational/compliance policies and procedures
Ability to think commercially, understand the impact of initiatives, risks on the operational budget
Ability to address non-standard issues within area of expertise
Culture carrier and role model, representing and leading the Firm's core values to influence and motivate those around you
Previously handled large projects with client facing element - able to provide regular updates and comfortable in escalating where appropriate.
At least 6 years' relevant experience would generally be expected to find the skills required for this role

Nice To Haves

Familiarity with AI or automation tools to support operational efficiency is an advantage.
Ability to use AI for process improvement

Responsibilities

coordinating the timely and accurate setup of accounts, reports, entitlements and client documentation
working closely with Sales & Trading, Technology, Legal, Risk and Compliance
contributing to regulatory initiatives, new product roll outs and process improvement efforts
identifying opportunities to streamline workflows and enhance controls through technology, automation and data
helping to protect Morgan Stanley's financial and reputational integrity