Morgan Stanley

Wealth Management (Wealth Management) : Job Level - Director

Posted On

April 3, 2025

Location

Mumbai, Maharashtra

Experience Level

Freshers/Experienced

Job Type

Permanent

Apply By

June 18, 2025

Job Description

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Position Summary:
This position will function as a Team Lead and provides support to various supervisory processes across Client Segments. This includes, but is not limited to Risk Officer support activities, and preparation and reporting for various Governance forums. This team is actively growing and taking on more responsibilities, so we are looking for someone who can handle change and growth, and help a team thrive in a fast-paced environment. In addition to being an on-site supervisor for this diverse team, we are looking for a AVP who can also execute oversight functions alongside the team. This team is actively growing and taking on more responsibilities, so we are looking for an individual who can handle change and growth in a fast-paced environment.

Responsibilities Include:
> Manage a growing team of 4+ individuals
> Optimize team structure to efficiently onboard & train new team members while also having responsibility of executing tasks
> Develop and refine communication cadence with US based stakeholders to share status of work, insights noted and efficiency opportunities
> Act as manager while also participating in executing a subset of tasks
> Exercise flexibility in work style and be able to work collaboratively with others on the team Experience
> A minimum of 3-5 years of experience as a people manager, preferably in the financial services industry
> Bachelor's degree in a relevant field; MBA or other advanced degree preferred
> Problem solving skills and strong attention to detail
> Knowledge of Securities and Exchange Commission (SEC), FINRA and Investment Compliance Policies
> Understanding of US financial products, trading rules and regulatory landscape
> Effective written and verbal communication skills
> Ability to organize and prioritize work and meet strict SLAs
Knowledge, Skills, and Abilities

> Excellent communication skills, including the ability to present complex information in a clear and concise manner
> Ability to collaborate effectively with cross-functional teams and stakeholders at all levels of the organization
> Strong analytical skills with the ability to use data to drive decision-making
> Ability to coach and performance manage a team while balancing a workload
> High proficiency in Microsoft 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 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

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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