Dir, Team Specialist, P3, Change, Analytics & Strategy : Job Level - Director

Morgan Stanley•Campus, IL

16h

About The Position

Morgan Stanley is seeking a Director-level Team Specialist in Client Onboarding Reg & Data Svcto, within the Operations division and Change, Analytics & Strategy. The role performs Client Due Diligence reviews in support of new client onboarding and regular reviews of existing clients, in accordance with applicable regulatory program requirements. The position also supports the development and implementation of operational improvements, risk management, and project work, while contributing to team coordination and training.

Requirements

At least 7 years of relevant experience would generally be expected.
Comprehensive knowledge and understanding of the functional area and the team’s operational and compliance policies and procedures.
Ability to operate independently across most day-to-day responsibilities.
Ability to lead by example, show drive and determination, and present challenging views to senior levels.
Strong attention to detail and research and investigative skills.
Ability to interact effectively with Business Units, Compliance, and global colleagues, and build effective working relationships.
Ability to work independently, meet business deadlines accurately, and troubleshoot to mitigate risks.
Ability to manage and prioritize work to meet business demands.

Responsibilities

Serve as a subject matter expert within the functional area, working with the Team Manager to manage processes, risks, and projects and propose and implement improvements or changes.
Solve complex or novel problems by applying detailed functional knowledge, recognizing risks, and identifying key issues.
Coordinate work and, where required, train and develop team members, allocate tasks, and contribute to projects.
Perform Client Due Diligence reviews for new client onboarding and regular reviews of existing clients in accordance with applicable regulatory requirements and eligibility standards.
Update Firm systems and databases with information and documentation obtained from clients.
Handle inquiries and ad hoc requests from internal clients, including Compliance, where required.
Engage with business, client onboarding teams, Compliance, and Operations throughout the review lifecycle, from request receipt through completion.
Manage volume spikes and prioritize work, ad hoc requests, and projects to meet business demands in a timely manner.
Understand and implement changes in response to regulatory, internal policy, and procedural updates.