Wealth Management | Operations | Executive Director
Morgan Stanley UK
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Client onboarding operations management
Know your customer regulatory frameworks
Customer identification program execution
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Morgan Stanley UK is seeking an Executive Director for their Client Onboarding Operations Team within Wealth Management Operations. The role involves overseeing the onboarding processes and ensuring compliance with client identification protocols while managing a team and collaborating with various stakeholders.
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Job Summary
The Executive Director will oversee the end-to-end Client Onboarding and CIP workflow to ensure all documentation satisfies compliance requirements for new and existing clients.
This role serves as the first line of defense by managing programs that examine potential risk exposure and implementing internal policies to reduce operational risks.
Morgan Stanley offers a supportive environment with comprehensive employee benefits, opportunities for career movement, and a commitment to diversity and inclusion across its global workforce.
Matching Summary
Match Score: 75
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Morgan Stanley UK is seeking an Executive Director for their Client Onboarding Operations Team within Wealth Management Operations. The role involves overseeing the onboarding processes and ensuring compliance with client identification protocols while managing a team and collaborating with various stakeholders.
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Skills & Requirements
Must-have
Client Onboarding operations management
Know Your Customer regulatory frameworks
Customer Identification Program execution
Operational risk control design
Team leadership and delegation
Nice-to-have
Data and trend analysis expertise
Legal background or experience
Strong verbal and written communication
Experience with Microsoft Office applications
Key Requirements
8+ years of Client Onboarding experience in financial services
Undergraduate degree in Business, Finance, or related field
Strong knowledge of KYC, CIP, and CDD requirements