Executive Director, Client Integration Manager

Morgan Stanley•Boston, MA

About The Position

Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries, and a total of $1. 7 trillion in assets under management as of June 3 0 , 202 5 . MSIM strives to provide outstanding long-term investment performance, service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations, and individuals worldwide. For further information about Morgan Stanley Investment Management, please visit www.morganstanley.com/im . Morgan Stanley Investment Management offers investment management services to global investors, investing in equity, fixed-income and alternative products on a worldwide basis. As a member of the Client Account Services Team that sits within Morgan Stanley Investment Management Office of the COO, the individual will play an integral role servicing clients and facilitating client events including on-boarding of new business, account transitions and client terminations. Morgan Stanley's Investment Management's product range is continually evolving into new product and strategy areas, demanding ever-changing infrastructure and solutions. The individual will be required to facilitate discussion with all the impacted parties to ensure that the appropriate support models are in place. Specifically, this individual will be tasked with covering events for our Portfolio Solutions Group. This business line spans across all asset strategies and types (traditional and alternative) through solutions that span fully liquid (public assets), comprehensive (public and private assets) and fully private. The Client Integration Team focusses not only on institutional segregated business but also on proprietary fund launches or closures.

Requirements

Working background in all aspects of Investment Management Operations, 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 custody 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 Global client events including on-boarding of new business, account transitions and client terminations for Separately Managed Accounts and Funds business
Coordinating support on the event pipeline with the Morgan Stanely team in India
Joint oversight of State Street Transitions team
Assisting with strategic priorities of the Client Account Services team and ownership of initiatives assigned
Achieve Global consistency and ensure desktop & supervisory procedures are kept up to date with current responsibilities
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
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