About The Position

The Public Platform Solutions Specialist will support the overall Public Platform team, with a specific focus on driving the service strategy of Morgan Stanley Investment Management’s (MSIM) public investment platform. The role involves coordinating needs across core stakeholders in Investment, Operations, Accounting, Trading, and Technology functions, and working closely with the Head of Public Platform as a key liaison to the core platform vendor. This individual will serve as an escalation point for issues requiring specialized attention, refine escalation paths, and promote alignment across support areas within stakeholder partner groups (e.g., Technology and Operations).

Requirements

  • Minimum eight years of work experience as a user or service provider of an investment/trading platform
  • Four-year college degree
  • Experience in a client support function for portfolio analytics software and/or trading systems
  • Enthusiasm for improving client experience, with a penchant for problem-solving and an “owner” mindset
  • Familiarity of Accounting, Middle Office Operations, and/or Trading workflows
  • Demonstrated ability to prioritize issues and serve stakeholders’ needs proactively
  • Detail-oriented and organized with an inherent interest in optimizing processes
  • Ability to work independently and steer projects and tasks to completion
  • Effective written and verbal communication skills

Nice To Haves

  • Series 7, CFA or other certifications that demonstrate industry knowledge are beneficial but not required
  • Specific experience with BlackRock Aladdin preferred
  • Prior managerial/professional leadership experience preferred (e.g. project/team lead, with or without formal managerial responsibilities)

Responsibilities

  • Define and drive the service strategy for the public investment platform
  • General support of the Public Platform team, which may include project management or strategic solutioning for Public Markets business needs
  • Serve as key escalation point for service issues for the public investment platform
  • Manage issues and priorities for internal stakeholders across investment teams, Trading, Operations, and Technology.
  • Liaise with platform vendor to manage issues resolution, enhancement requests, development roadmaps and continuous product/platform education
  • Head governance forums to promote communication and alignment across internal cross-functional support areas
  • Participate in hiring and managing a team to bolster the overall support function, including platform administration (entitlements, governance, invoicing etc.)
  • Manage internal user training processes and remediation of issues
  • Assess existing platform issues to advise on gaps; provide insights and ideas to improve service approach based on experience and industry best practices

Benefits

  • Some of the most attractive and comprehensive employee benefits and perks in the industry.
  • Opportunity to move about the business for those who show passion and grit in their work.
  • Commission earnings (may be included in total compensation)
  • Incentive compensation (may be included in total compensation)
  • Discretionary bonuses (may be included in total compensation)
  • Other short and long-term incentive packages (may be included in total compensation)
  • Other Morgan Stanley sponsored benefit programs (may be included in total compensation)

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What This Job Offers

Job Type

Full-time

Career Level

Manager

Number of Employees

5,001-10,000 employees

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