Morgan Stanley

Wealth Management Beneficiary Services_Director_ Product Support & Services WM

Posted On

May 30, 2025

Location

Mumbai, Maharashtra

Experience Level

Freshers/Experienced

Job Type

Permanent

Apply By

July 2, 2025

Job Description

We’re seeking someone to join our team as a Director in WM Operations - Estate and Inheritor Operations (EIO) team within Product Operations and Services (PO&S) under Wealth Management Operations. This role is ideal for someone who thrives on developing talent, optimizing operational performance, and driving process enhancements that directly support our clients and internal stakeholders.

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 Manager position at Director level within the within Product Support & Services, which is responsible for providing transaction support and managing post execution processes.

Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

What you'll do in the role:

Develop staff, lead projects and control deployment of resources, owning management tools/methods such as work queues, checklists, depth charts and calendars.
Set direction and expectations for your team(s), defining training plans and transfer of expert knowledge to contribute to team output and development.
Contribute to business plan for area, establish risk/contingency plans, raise and address issues with urgency when required.
Build and manage relationships with business unit partners, other Morgan Stanley infrastructure departments, and external contact points in Client or Market organizations.
Effectively manage operations analysts by helping develop their skillsets and foster a positive, inclusive culture that retains top talent.
Ensure team's satisfactory performance against agreed Service Level Agreements (SLAs), Key performance Indicators (KPIs) and take appropriate steps to address and meet changing client and industry trends.
Take ownership of oversight of risk controls within the team, ensuring they are complete, timely, and accurate.
Escalate operational, regulatory and other risks to senior management and concerned departments.
Provide direction, oversight, advice and guidance to direct reports and functional teams within own area of responsibility to create and foster an environment of continuous improvement.
Partner with the relevant internal functions to scope, define and implement large scale change projects to deliver sustainable process and performance improvement.
Maintain business continuity by ensuring adequate training and effective testing to ensure the company is sufficiently protected in disaster recovery/emergency situations.
Build strong relationships with key stakeholders in order to create highly collaborative partnerships.

What you'll bring to the role

Strong relationship building skills serving as a role model for client service.
Ability to think commercially, understand the impact of initiatives, risks on the operational budget
Experience in managing teams, enhancing control, continuous improvement and reducing operational risk
Culture carrier and role model, representing and leading the Firm's core values to influence and motivate those around you
At least 6 years' relevant experience would generally be expected to find the skills required for this role
Brokerage, retirement, estate and beneficiary services experience.

Exposure to:

Small Estate Affidavit
Legal probate & Estate documents
Transfer on Death Beneficiary
Cost Basis Date of Death Inheritance Step Up
Trust Agreements
Experience in a leadership role and able to work in virtual global teams within a matrix organization.
Excellent strategic agility, communication, influencing and presentation skills.
Ability to work in fast paced environment, keep pace with technical/operational innovation and maintain a broad understanding of the business offering.
Project management skills.
Experience with Tableau, Alteryx, UI Path, Power BI
Strong analytical skills including ability to research, schedule, analyze and present findings.

At Morgan Stanley India, we support the Firm’s global businesses across Institutional Securities, Wealth Management and Investment management, as well as in the Firm’s infrastructure functions including Technology, Operations, Finance, Risk Management, Legal and Corporate Services. Morgan Stanley has been rooted in India since 1993, with modern campuses in both Mumbai and Bengaluru. Learn more about our unmatched culture in Morgan Stanley India.

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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