Client Operations Director (Operations) at Morgan Stanley (Baltimore, MD)

| Baltimore, MD
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Company Profile

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Department Profile

Operations is one of the largest divisions in the firm and has diverse responsibilities, including correctly settling and recording millions of transactions per day, identifying and mitigating all operational risks, developing strong client relationships and partnering with technology to realize the full potential of IT and e-solutions. Throughout, the Operations department continually seeks ways to improve while actively supporting the development of new businesses, structures and markets.

Institutional Securities Group Product Operations (ISGPO) partners closely with Sales & Trading and our Clients to process daily activities, develop and implement new products and services, as well as drive efficiency and reduce risk in our processes. ISGPO is comprised of 5 departments: Client Operations, Trading Operations, Financing & Collateral Operations, Trade & Transaction Reporting Operations (TTRO) and Change the Bank (CTB).

This position within the Derivatives Client Service Group involves extensive contact with our clients, our colleagues and global sales force. The group's primary responsibility is to ensure that the client's futures settlement figures are accurate each day. This entails the resolution of all trade breaks, the monitoring of all cash activity in the account and ensuring that the account is fully margined. The business is volume driven so having exceptional organizational skills is a plus. Qualified applicants must be adaptable to change, as some days will require you to work on many different jobs at once. The emphasis of the team is to be a Relationship Manager and provide superior service to the client base.

Role is Hybrid and will require in office attendance 3 days/week.




- Serve as senior point of escalation for Morgan Stanley's top revenue generating clients for operational issues across products and Ops functions.

- Develop and enhance client relationships, at multiple levels, by providing exceptional levels of client service.

- Expertly navigate the Morgan Stanley organization, across divisions, to deliver timely and accurate issue resolution to complex, business critical issues which may include communication with senior stakeholders within Ops and the BU.

- Strong product skills within Clearing Ops but product literate across other businesse

- Can contribute independently to automation or enhancement initiative

- Be a change agent and drive the direction of the group strategically by improving the efficiency and control aspects of Clearing, Client service, Reconciliation and Control function

- Proactively explore solutions to close control gaps and ensure adherence to existing control framework; regular review and understanding of procedures, checklists and reports to ensure they are accurate and current

- Is seen as collaborative across many infrastructure groups to drive solutions for their Client

- Is trusted to participate in Client pitches with the Sales team

- Visit Clients face to face with some frequency, with or without the Business Unit

- Enhances process improvement ideas and implementation of automation opportunities for our Client busine

- Keep abreast of current and upcoming product and functional specific industry initiative related topics. Be able to provide high quality value added insight to key clients.

Experience in the financial industry within Operations role

- Excellent communication skills with subordinates, peers and senior stakeholder

- Proven ability to work across Global departments to build credibility and strong relationship

- Understand and adapt to Regulatory and Industry change
More Information on Morgan Stanley
Morgan Stanley operates in the Financial Services industry. The company is located in Rochester, NY, New York, NY, Purchase, NY, Conshohocken, PA, Baltimore, MD, Richmond, VA, Westlake, OH, Beavercreek, OH, Tampa, FL, Kansas City, MO, Omaha, NE, New York, NY, San Francisco, CA and San Francisco, CA. It has 87899 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability insurance, Dental insurance, Vision insurance, Health insurance and Life insurance. To see all 40 open jobs at Morgan Stanley, click here.
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