Morgan Stanley

Automation Project Manager Client Onboarding & Due Diligence, Director, Client Services & Relationship Mgmt WMob Level - Director

Posted On

Feb. 21, 2025

Location

Mumbai, Maharashtra

Experience Level

Freshers/Experienced

Job Type

Permanent

Apply By

May 7, 2025

Job Description

We're seeking someone to join our team as a Director/ Sr. Manager , Client Onboarding & Due Diligence (COBDD) Automation in Wealth Management Operations team to provide support across the COBDD organization to centralized support for enhancement initiatives and process improvements. The position will liaison with various organizations and governing committees within Morgan Stanley to execute key programs in operations.

In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is a Team Specialist position at Director/ Sr.Manager level within the Client Service & Relationship Management, which is responsible for managing internal and external client relationships. We do this by engaging in client service activities, optimizing the client experience, and managing vendor/external business partner relationships.

Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.

Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on.

What you'll do in the role:

The COBDD Automation Director is a part of Wealth Management Operations and is responsible for project management of the Onboarding, due diligences, and reporting enhancements in Operation. This includes managing programs and processes related to the end-to-end workflow of operational functions including but not limited to:

Leading key initiatives related to increasing efficiencies and reducing operational risks.
Creating project plans that align to the enhancement vision, scope, and timelines.
Reviewing and understanding the program level strategy to ensure enhancements / requirements align with the overall vision.
Gathering requirements, prioritization, and known benefits from key stakeholders while becoming thoroughly educated in the process supported.
Running test plans, test execution, and communication risk or concerns to key stakeholder.
Anticipating risks that could impact the project and take action to avoid them.
Completing full life cycle analysis to determine change impacts, risks, and required controls to support each implementation.
Effectively communicating changes to the production support teams and aligning with training support teams.
Exhibit an ability to balance multiple, changing priorities in a dynamic and fast-moving work environment.
Communicate with all people who have a vested interest in the project, including internal team members and external partners.
Conduct root cause analysis to identify project issues and implement solutions.
Facilitate meetings with project teams and stakeholders to drive progress.
Utilize tools such as Jira for project tracking and reporting.
Develop and implement business process models to optimize project workflows.
Implement change management strategies to ensure successful project adoption.

What you'll bring to the role

Ability to lead by example, work with drive and determination, and put forward challenging views to senior levels.
Comprehensive knowledge and understanding of functional area and operational/compliance policies and procedures of their team.
Ability to operate independently across the majority of day-to-day responsibilities.
Culture carrier across Operations, embracing the Firm's core values and acting as a role model.
Strong interpersonal skills and ability to communicate effectively both verbally and in writing.
Strong time management skills and ability to set own schedule without falling behind on tasks.
Detail-oriented, strong organizational skills and ability to multitask projects in a fast-paced & changing environment both independently & collaboratively.
Ability to take initiative and thrive in a collaborative, team environment.
Ability to handle highly confidential information with appropriate discretion.
Ability work in a matrixed organization; leveraging resources across the organization to complete deliverables.
At least 4 years’ relevant experience would generally be expected to find the skills required for this role

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our 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 our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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.

We're committed to bringing passion and customer focus to the business.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.

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