eDiscovery Case Lead – Insider Risk Management (Hybrid)

Posted 3 Hours Ago
Be an Early Applicant
Montréal, QC, CAN
Hybrid
Senior level
Fintech • Financial Services
The Role
Lead end-to-end eDiscovery case management for high-risk litigation, regulatory, and internal investigations within Insider Risk Management. Oversee defensible data collection, processing, and delivery across diverse systems, partner with Legal/Compliance/HR/Corporate Security/Cybersecurity, drive process improvements and AI/automation adoption, mentor global team members, ensure governance and risk compliance, and manage prioritization and throughput. Montreal-based hybrid role requiring bilingual French/English and approximately six+ years' relevant experience.
Summary Generated by Built In

We’re seeking someone to join our team as an eDiscovery Case Lead to lead complex investigations and drive end-to-end ownership of high-risk litigation, regulatory, and internal investigative matters within Insider Risk Management.

In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a Lead Cybersecurity Engineering position at Director level, which is part of the job family responsible for providing specialist cyber expertise and creating solutions that protect the organization's systems and networks against actual and potential security threats and vulnerabilities.

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:

  • Communicate regularly with product leads across the technology organization and discuss opportunities for improvement to existing and future technology solutions

  • Lead end-to-end management of complex eDiscovery cases, ensuring requests are clearly defined, tracked, and delivered accurately

  • Oversee defensible data collection, processing, and delivery across litigation, regulatory, and internal investigations

  • Anticipate and resolve data challenges across diverse systems, platforms, and communication channels

  • Manage prioritization and throughput of deliverables within the eDiscovery collections queue

  • Partner closely with Legal, Compliance, HR, Corporate Security, and Cybersecurity stakeholders

  • Ensure adherence to governance, risk, and compliance standards across the eDiscovery lifecycle

  • Drive operational excellence through process improvement, standardization, and workflow optimization initiatives

  • Champion adoption of automation and AI-enabled solutions to enhance efficiency, scalability, and data insights

  • Mentor team members and foster collaboration across global, matrixed teams

What you'll bring to the role:

  • Ability to effectively manage multiple functions and initiatives

  • Demonstrated expertise in the Electronic Discovery Reference Model (EDRM) with hands-on lifecycle management experience

  • Proven ability to manage complex, high-sensitivity investigations in regulatory, litigation, or corporate environments

  • Experience partnering with Legal, Compliance, Corporate Security, or HR stakeholders on investigative matters

  • Strong working knowledge of enterprise eDiscovery and e-communications tools (Microsoft M365) including defensible data collection and analysis

  • Excellent project management and organizational skills with the ability to manage multiple concurrent priorities

  • Strong analytical thinking, problem-solving capabilities, and attention to detail

  • Effective verbal and written communication skills, including executive-level reporting

  • Ability to operate independently and collaboratively within a global, matrixed organization

  • High level of integrity, discretion, and professionalism when handling confidential information

  • At least 6 years' relevant experience would generally be expected to find the skills required for this role

All our positions are located in Montreal, Quebec. We offer a hybrid work environment, combining remote work and attendance in the office.

Knowledge of French and English is required.

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

  • Demonstrated expertise in the Electronic Discovery Reference Model (EDRM) with hands-on lifecycle management experience
  • Strong working knowledge of enterprise eDiscovery and e-communications tools (Microsoft M365) including defensible data collection and analysis
  • Proven ability to manage complex, high-sensitivity investigations in regulatory, litigation, or corporate environments
  • Experience partnering with Legal, Compliance, Corporate Security, or HR stakeholders on investigative matters
  • Excellent project management and organizational skills with ability to manage multiple concurrent priorities
  • Strong analytical thinking, problem-solving capabilities, and attention to detail
  • Effective verbal and written communication skills, including executive-level reporting
  • Ability to operate independently and collaboratively within a global, matrixed organization
  • High level of integrity, discretion, and professionalism when handling confidential information
  • Champion adoption of automation and AI-enabled solutions to enhance efficiency and data insights
  • Ability to effectively manage multiple functions and initiatives and mentor team members
  • Knowledge of governance, risk, and compliance standards across the eDiscovery lifecycle
  • At least 6 years' relevant experience
  • Fluency in French and English
  • Position located in Montreal, Quebec (hybrid work environment)

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.

  • 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.
  • 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.
  • 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.

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The Company
HQ: New York, NY
87,899 Employees

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.

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