Global Client Experience, Vice President
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 twenty-four countries, and a total of $1.7 trillion in assets under management as of December 31, 2024. 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. The Global Client Experience Team is seeking Vice President with 10+ years of experience to lead strategic initiatives that enhance and strengthen the client experience across Morgan Stanley's global platform. This individual will play a critical role in driving execution excellence, fostering collaboration across business lines, and ensuring that every initiative reflects the firm's core value of putting the client first. This position is based in the Morgan Stanley Boston office and reports to a London-based Executive Director within Global Client Relationship Management, with a dotted line to the Managing Directors of Global Client Relationship Management (GCRM) and Client Account Services (CAS). The role involves close collaboration with senior leaders across Technology, Investments, Operations, and Sales. The ideal candidate is a delivery-focused leader with a proven track record of guiding transformational programs from strategy through execution in a dynamic environment.
Requirements
- Bachelor's degree required; advanced degree preferred.
- 7-10 years of experience leading programs, initiatives, or large-scale transformations within a complex, global organization.
- Demonstrated ability to influence and engage senior executives and lead through collaboration in a matrixed environment.
- Proven experience in program management, process optimization, and operational excellence.
- Strong data-driven mindset, with the ability to design, build, and interpret dashboards to support business insights and decision-making.
- Exceptional communication, presentation, and stakeholder management skills, with a strong executive presence.
- Advanced proficiency in Microsoft Office suite
- Highly organized, adaptable, and capable of managing multiple priorities in a fast-paced environment.
Nice To Haves
- Experience in financial services, especially in Institutional client service, relationship management, or client experience roles, is desirable.
- Relevant certifications such as PMP, Agile, or Lean Six Sigma are advantageous.
- experience with analytics or visualization tools such as Tableau or Power BI preferred.
Responsibilities
- Lead and oversee complex, cross-functional programs that support the firm's global client experience strategy, ensuring alignment with organizational goals and timely execution.
- Serve as a driver of process improvement and delivery discipline, maintaining focus on quality, consistency, and seamless execution across teams.
- Develop and own executive dashboards and performance reports that provide visibility into program health, progress, risks, and outcomes.
- Partner with senior management to lead executive steering committees and integrated workstreams, facilitating effective governance and decision-making.
- Act as a leader of transformational initiatives, driving innovation and continuous improvement across client engagement and servicing functions.
- Build and maintain strategic internal relationships across functions and geographies to strengthen collaboration and communication.
- Proactively identify and resolve bottlenecks, ensuring consistent program delivery and alignment with strategic objectives.
- Provide regular, data-driven updates and recommendations to leadership and stakeholders.
- Lead and mentor direct reports, fostering a high-performance culture and supporting professional development.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Industry
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
Number of Employees
5,001-10,000 employees
