Client Integration Manager – MSIM Office of COO – Vice President

Morgan Stanley•Boston, MA

2d•Onsite

About The Position

Morgan Stanley Investment Management (MSIM), with over 1,300 investment professionals and $1.7 trillion in assets under management as of December 31, 2024, provides long-term investment performance, outstanding service, and comprehensive investment management solutions to a diverse global client base. This Vice President – Client Integration Manager role within the Client Account Services (CAS) team is integral to servicing clients and facilitating client events, including new business on-boarding, account transitions, and client terminations. The individual will collaborate closely with the Client Relationship Management (CRM) team to ensure all client deliverables are met. As MSIM's product range evolves, the Vice President will facilitate discussions among all impacted parties to establish appropriate support models. The Transition team handles institutional segregated business and proprietary fund launches or closures. Morgan Stanley is a financial services industry leader, known for mobilizing capital to help governments, corporations, institutions, and individuals achieve their financial goals, and is committed to creating, innovating, and making an impact.

Requirements

Working background in all aspects of Investment Management functions, preferably with a focus upon transition events
Strong attention to detail
Excellent organizational and project management skills
Strong business sense and excellent judgment
Good knowledge of the operational environment
Stakeholder management
Strong risk awareness and communication skills
Has proven ability to interact with multiple internal and external functions including clients, legal, compliance, fund managers, sales, client service and other functional operations teams.
Comfortable dealing with senior individuals and management across these functions

Responsibilities

Manage North America client events including, on-boarding of new business, account transitions and client terminations for Separately Managed Accounts and Funds business
Act as single point of contact for both internal and external parties, including, clients, sales, portfolio managers, legal, compliance, risk, operations, custodians and other appointed client service providers
Responsible for the facilitation of all client events including client on-boarding, terminations, custody transfers, in-specie transfers and other related transition activities.
Facilitating regular internal client event meetings, ensuring all functional groups have the appropriate level of information and that they are performing the required tasks.
Close liaison with sales and the client to ensure that client expectations are understood and accomplished
Strong relationship with legal and compliance to understand the requirements of, and provide feedback on, investment management agreements and all other associated documentation.
Work with Product Development, Fund Administration and the Funds Client Service group to set up new MSIM proprietary vehicles
Coordinating support on North America pipeline from team in India and discharging outsourcing oversight responsibilities
Joint oversight of State Street Transitions team
Assisting with strategic priorities of the T3 platform and ownership of initiatives assigned
Co-responsibility with global Achieve Global consistency and ensure T3 checklists/PEGA and desktop & supervisory procedures are kept up to date with current responsibilities
Ensuring all procedural documentation is up to date and accurate
Provide and implement recommendations for process improvements, including workflow and technology
Working proactively with counterparts on a global basis, in making recommendation for process improvement and consistency
Using strong business sense and judgment to identify potential risk areas; making appropriate recommendations and highlighting those risks via the appropriate escalation channels