Wealth Management Beneficiary Services_Director_ Product Support & Services WM Morgan Stanley

6.0 - 10.0 years

0 Lacs

maharashtra

On-site

You will be joining our team at Morgan Stanley as a Director in WM Operations - Estate and Inheritor Operations (EIO) team within Product Operations and Services (PO&S) under Wealth Management Operations. This role is perfect for someone who enjoys developing talent, improving operational performance, and implementing process enhancements that directly benefit our clients and internal stakeholders. In the Operations division, we collaborate with various business units across the Firm to facilitate financial transactions, establish effective controls, and nurture client relationships. As a Team Manager at the Director level in Product Support & Services, you will be responsible for providing transaction support and overseeing post-execution processes. Morgan Stanley, a global leader in financial services since 1935, is continuously evolving and innovating to better serve clients and communities in over 40 countries worldwide. In this role, you will: - Develop staff, lead projects, and manage resource deployment, utilizing management tools such as work queues, checklists, depth charts, and calendars. - Set expectations for your team, define training plans, and share expert knowledge to contribute to team output and development. - Contribute to the business plan, establish risk/contingency plans, and address issues promptly when necessary. - Build and manage relationships with business partners, other Morgan Stanley departments, and external contacts. - Manage operations analysts, help develop their skills, and foster a positive, inclusive culture. - Ensure team performance meets Service Level Agreements (SLAs) and Key Performance Indicators (KPIs), and adapt to changing client and industry trends. - Oversee risk controls within the team and escalate risks as needed. - Provide direction, oversight, advice, and guidance to direct reports and functional teams to drive continuous improvement. - Collaborate with internal functions to implement large-scale change projects for process and performance improvement. - Maintain business continuity through adequate training and effective testing for disaster recovery situations. - Cultivate strong relationships with key stakeholders to create collaborative partnerships. To be successful in this role, you should possess: - Strong relationship-building skills and a focus on client service. - Commercial thinking and understanding of the impact of initiatives on the operational budget. - Experience in team management, control enhancement, continuous improvement, and reducing operational risk. - Leadership qualities, representing the Firm's core values and motivating those around you. - At least 6 years of relevant experience and familiarity with brokerage, retirement, estate, and beneficiary services. - Exposure to various areas such as Small Estate Affidavit, Legal probate & Estate documents, Transfer on Death Beneficiary, etc. - Leadership experience in virtual global teams within a matrix organization. - Strategic agility, communication, influencing, and presentation skills. - Ability to work in a fast-paced environment, stay updated on technical/operational innovation, and understand the business offering. - Project management skills and proficiency in tools like Tableau, Alteryx, UI Path, Power BI. - Strong analytical skills for research, analysis, and presentation. At Morgan Stanley India, we support the Firm's global businesses across various sectors and offer unmatched culture and opportunities for growth. Join us to work alongside diverse and talented individuals who are committed to excellence and inclusivity.,

Posted 6 days ago

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Director of Product Support & Services Morgan Stanley

6.0 - 10.0 years

0 Lacs

maharashtra

On-site

As a Director in WM Operations - Estate and Inheritor Operations (EIO) team within Product Operations and Services (PO&S) under Wealth Management Operations at Morgan Stanley, you will play a crucial role in developing talent, optimizing operational performance, and driving process enhancements to directly support clients and internal stakeholders. In this position, you will partner with business units across the Firm to support financial transactions, implement effective controls, and develop client relationships. As a Team Manager at the Director level, you will be responsible for providing transaction support and managing post-execution processes. Your responsibilities will include developing staff, leading projects, setting direction and expectations for your team, contributing to business plans, managing relationships with various stakeholders, ensuring team performance meets SLAs and KPIs, overseeing risk controls, and fostering an environment of continuous improvement. To excel in this role, you should possess strong relationship-building skills, commercial acumen, experience in managing teams and reducing operational risk, and the ability to work in a fast-paced environment. Additionally, you should have experience with estate and beneficiary services, exposure to legal probate and estate documents, and project management skills. At Morgan Stanley, you can expect a commitment to maintaining first-class service, high standards of excellence, and a supportive and inclusive environment where all individuals can maximize their full potential. By joining Morgan Stanley, you will have the opportunity to work alongside diverse and talented individuals, supported by attractive employee benefits and perks. Morgan Stanley is an equal opportunities employer that values diversity and inclusion, recruiting, developing, and advancing individuals based on their skills and talents. Join us to be part of a culture that fosters collaboration, creativity, and continuous growth.,

Posted 1 week ago

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