Morgan Stanley

Director - Business Management Lead - Investment Solutions (Wealth Management)

Posted On

March 17, 2025

Location

Mumbai, Maharashtra

Experience Level

Freshers/Experienced

Job Type

Permanent

Apply By

May 7, 2025

Job Description

Investment Solutions

Investment Solutions is a division within Morgan Stanley Wealth Management that covers product, and program development supporting our financial advisors and their clients. Product lines supported include equities, fixed income, foreign exchange, futures, options, structured investments, syndicate, exchange traded funds, mutual funds, 529s, closed end funds, unit investment trusts, alternative investments, insurance and annuities. Programs supported include brokerage as well as client, advisor and firm discretionary managed accounts.

Position Description

We are seeking an Investment Solutions Business Management Lead that will work directly with the Head of Investment Solutions Mumbai and serve as the business management lead for our Institutional Client Coverage (ICC) team. This position offers a unique opportunity to work in a visible area and gain an in-depth understanding of the Investment Solutions business by interfacing with our businesses and support partners.

The ideal candidate embodies the firm's core values, is team oriented, will collaborate across the organization, and leads with excellence and innovation. The candidate brings knowledge of operational processes and capabilities, has experience in managing large scale initiatives with multiple stakeholders and can ensure the team progresses towards objectives and deliverables. This individual will oversee the division's business management functions in Mumbai and support US-based employees in our Institutional Client Coverage business to assist with their travel and expense needs. Key responsibilities will include but are not limited to the following:
> Oversee and optimize administrative functions to ensure smooth business operations
> Identity opportunities to improve administrative processes and implement best practices
> Work closely with local department head in planning and executing business strategies
> Coordinate cross-function projects and communications in partnership with US/local leadership team
> Support HR functions, including onboarding, event planning and workplace planning/business continuity planning
> Process and submit expense reports and maintaining detailed records for audit purposes
> Assist in event planning, including leadership staff meetings, speaker series, offsites, town halls, volunteer activities and social engagements
?
Qualifications
> 8+ years of professional experience, preferably in financial services
> Undergraduate degree in business preferred; advanced degree a plus
> Excellent relationship management, communication, teamwork and influence skills
> Strong organizational skills with an ability to multitask
> Effectively prioritize and execute tasks in a timely manner
> Proactively manage change in project scope, identify potential issues and devise contingencies
> Detail oriented, organized, self-motivated, and able to work independently as well as in a team environment
> Proficient with MS Office applications: Excel, Word, and PowerPoint

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.

Jobs at Mumbai

Oracle

Technical Account Representative (T…

Professional

Mumbai, Maharashtra

Director - Business Management Lead - Investment Solutions (Wealth Management) Apply Now

Job Description

Jobs at Mumbai

More Jobs at Morgan Stanley

Actively Recruiting Companies at Mumbai, Maharashtra

Director - Business Management Lead - Investment Solutions (Wealth Management)