Wealth Management | Operations | Executive Director

Morgan Stanley

South Jordan, United States
Client onboarding experience
Leadership and team management
Knowledge of kyc and cip requirements
The COB Operations ED is responsible for overseeing processes related to the Client Onboarding and CIP program

Job Summary

  • The COB Operations ED is responsible for overseeing processes related to the Client Onboarding and CIP program.
  • The role involves managing the end-to-end CIP/Onboarding workflow and ensuring compliance with regulatory frameworks.
  • Morgan Stanley offers a supportive environment with opportunities for growth and collaboration among diverse teams.

Matching Summary

The COB Operations ED is responsible for overseeing processes related to the Client Onboarding and CIP program.

Skills & Requirements

Must-have

  • Client Onboarding experience
  • Leadership and team management
  • Knowledge of KYC and CIP requirements

Nice-to-have

  • Data analysis skills
  • Legal background
  • Strong communication skills

Key Requirements

  • 8+ years of relevant experience
  • Undergraduate degree in Business or Finance
  • Strong interpersonal skills

Work Rights

Not specified

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