Client Implementation - Director - Core Services

Morgan Stanley

Not specified
Client onboarding
Regulatory operations
Quality control
Morgan Stanley is seeking a Director for its Client Implementation team within the Firmwide Operations Division, responsible for managing client onboarding and regulatory compliance. The role involves leading a team, enhancing client services, and implementing process improvements, particularly in KYC and regulatory operations

Job Summary

  • Serve as the primary supervisor within specific line or project area with accountability to associated risks, managing direct reports and their career development.
  • Partner with Transformation, QC, and Workflow teams to embed automation and scalable solutions into NCNB Checker processes.
  • Morgan Stanley is a global leader in financial services, committed to putting clients first, doing the right thing, and fostering diversity and inclusion.

Matching Summary

Match Score: 85

Morgan Stanley is seeking a Director for its Client Implementation team within the Firmwide Operations Division, responsible for managing client onboarding and regulatory compliance. The role involves leading a team, enhancing client services, and implementing process improvements, particularly in KYC and regulatory operations.

Skills & Requirements

Must-have

  • Client Onboarding
  • Regulatory Operations
  • Quality Control
  • Checker reviews of NCNB KYC cases
  • Power BI, Alteryx, Advanced Excel

Nice-to-have

  • Challenge the status quo
  • Effective communication skills
  • Culture carrier
  • Continuous improvement initiatives
  • Lead by example

Key Requirements

  • 7-8 years relevant experience
  • Checker / QA / Audit / Control role experience
  • Experience with Power BI, Alteryx, Advanced Excel

Work Rights

Not specified

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