We're seeking someone to join our team as a Team Specialist in Client Onboarding Regulatory Data Services -Transformation dept to drive enterprise data strategy, including data centralization, quality management, governance, distribution, analytics, and AI-led process transformation that enables better business outcomes, operational efficiency, and risk management.
In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is a Team Specialist position at Director level within Change, Analytics & Strategy, which is responsible for developing operating and technology strategies, managing and executing transformation initiatives, leading Agile fleet activities, driving innovation, developing analytics solutions and delivering business outcomes.
Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
What you'll do in the role:
Serve as a subject matter expert within functional area, working with Team Manager to manage processes, risks and/or projects, proposing and implementing improvements/changes
Act as key problem solver for area or expertise, applying detailed knowledge to address unique or novel situations, recognize risks and draw out key issues
Coordinate work, train and develop other team members where required, including task allocation, and project contribution.
Shape and prioritise the Data Quality Squad roadmap across governance, remediation, automation, reporting, and preventive controls.
Analyse data quality issues, identify root causes, and recommend sustainable, risk-based solutions.
Define data quality controls, rules, and monitoring requirements with stakeholders.
Facilitate cross-functional workshops and translate complex business problems into clear solution requirements.
Implement governance frameworks covering metadata, ownership, stewardship, lineage, and operating procedures.
Maintain controls, evidence, and documentation aligned with regulatory, audit, and risk requirements.
Manage data quality rule onboarding, migration, optimisation, testing, deployment, and lifecycle activities.
Identify opportunities to improve data quality through AI, analytics, and automation.
Plan UAT, develop test scenarios, coordinate cross-functional testing, and manage defects.
Validate solutions against business requirements and support implementation readiness, training, and change management.
Define KPIs, scorecards, dashboards, and management reporting.
Analyse trends, coverage, control effectiveness, and remediation outcomes to inform decisions and priorities.
What you'll bring to the role:
At least 4 years' relevant experience would generally be expected to find the skills required for this role.
Ability to lead by example, work with drive and determination, and put forward challenging views to senior levels
Comprehensive knowledge and understanding of functional area and operational/compliance policies and procedures of their team
Ability to operate independently across the majority of day-to-day responsibilities
Culture carrier across Operations, embracing the Firm's core values and acting as a role model
Ability to identify opportunities to transform business processes through AI, automation, and analytics
Understanding of Client Reference data and / or KYC data/ data governance/ data quality frameworks/ metadata management/ data ownership principles
Strong understanding of data quality, governance, metadata, and controls.
Experience with Agile delivery and cross-functional Operations and Technology teams.
Experience in leading large-scale operations transformation programmes end to end.
Experience in automation delivery with measurable outcomes, including higher STP, capacity savings, defect reduction, or stronger controls.
Practical proficiency in Power BI, UiPath, Power Automate, Power Apps, and Alteryx, Python, or SQL.
Ability to translate automation opportunities into business cases with measurable ROI.
Experience building and scaling citizen-developer capability.
Ability to manage onboarding data, documentation, audit evidence, regulatory deadlines, business demand, and platform stability.
Clear verbal, written, and presentation skills, including senior-management reporting.
Ability to facilitate diverse stakeholder groups with diplomacy, assertiveness, and focus.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
Skills Required
- At least 4 years of relevant experience
- Ability to lead by example, demonstrate drive and determination, and challenge senior stakeholders
- Comprehensive knowledge of the functional area and operational or compliance policies and procedures
- Ability to operate independently across most day-to-day responsibilities
- Ability to act as a culture carrier and role model across Operations
- Ability to identify opportunities to transform business processes through AI, automation, and analytics
- Understanding of client reference data, KYC data, data governance, data quality frameworks, metadata management, and data ownership principles
- Strong understanding of data quality, governance, metadata, and controls
- Experience with Agile delivery and cross-functional Operations and Technology teams
- Experience leading large-scale operations transformation programs end to end
- Experience delivering automation with measurable outcomes, such as increased straight-through processing, capacity savings, defect reduction, or stronger controls
- Practical proficiency in Power BI, UiPath, Power Automate, Power Apps, Alteryx, Python, or SQL
- Ability to translate automation opportunities into business cases with measurable return on investment
- Experience building and scaling citizen-developer capability
- Ability to manage onboarding data, documentation, audit evidence, regulatory deadlines, business demand, and platform stability
- Clear verbal, written, and presentation skills, including senior-management reporting
- Ability to facilitate diverse stakeholder groups with diplomacy, assertiveness, and focus
Morgan Stanley Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Morgan Stanley and has not been reviewed or approved by Morgan Stanley.
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Parental & Family Support — Family support is extensive, with paid parental leave for all parents, adoption and fertility assistance, backup childcare, and eldercare resources. Feedback suggests these programs meaningfully enhance the overall package and help with retention.
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Healthcare Strength — Health coverage spans medical, dental, vision, mental‑health access, care navigation, and expert second opinions. Convenient primary care access and condition‑specific support reinforce the depth of healthcare coverage.
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Equity Value & Accessibility — Equity compensation and stock ownership are positioned as core motivators that encourage commitment and retention. Feedback suggests education and support are provided to help participants manage equity and related financial benefits.
Morgan Stanley Insights
What We Do
Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients. Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide its more than 60,000 employees in 1,200 offices across 41 countries.
