Client Integration Manager – MSIM Office of COO – Vice President

Overview

Morgan Stanley Investment Management ("MSIM"), together with its investment advisory affiliates, has more than 1,300 investment professionals around the world and $1.7 trillion in assets under management or supervision as of December 31, 2024. MSIM strives to provide strong long-term investment performance, outstanding service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.

We’re seeking someone to join our team as a Vice President – Client Integration Manager within the Client Account Services team (CAS) to play an integral role servicing clients and facilitating client events including on-boarding of new business, account transitions and client terminations. The individual will work closely with the Client Relationship Management (CRM) team to ensure completion of all client deliverables.

Morgan Stanley s Investment Management product range is continually evolving into new product and strategy areas, demanding ever-changing infrastructure and solutions. The Vice President will be required to facilitate discussion with all impacted parties to ensure that the appropriate support models are in place. The Transition team focuses not only on institutional segregated business but also on proprietary fund launches or closures.

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.

• Manage North America client events including on-boarding of new business, account transitions and client terminations for Separately Managed Accounts and Funds business.
• Act as single point of contact for internal and external parties, including clients, sales, portfolio managers, legal, compliance, risk, operations, custodians and other appointed client service providers.
• Facilitate all client events including client onboarding, terminations, custody transfers, in-specie transfers and other related transition activities.
• Coordinate regular internal client event meetings, ensuring all functional groups have the appropriate level of information and that they are performing the required tasks.
• Close liaison with sales and the client to ensure that client expectations are understood and accomplished.
• Maintain a strong relationship with legal and compliance to understand requirements of, and provide feedback on, investment management agreements and all other associated documentation.
• Work with Product Development, Fund Administration and the Funds Client Service group to set up new MSIM proprietary vehicles.
• Coordinate support on North America pipeline from team in India and discharge outsourcing oversight responsibilities.
• Provide joint oversight of the State Street Transitions team.
• Assist with strategic priorities of the T3 platform and take ownership of assigned initiatives.
• Co-responsibility with global teams to achieve global consistency and ensure T3 checklists/PEGA and desktop & supervisory procedures are kept up to date with current responsibilities.
• Ensure all procedural documentation is up to date and accurate.
• Provide and implement recommendations for process improvements, including workflow and technology.
• Work proactively with counterparts on a global basis, making recommendations for process improvement and consistency.
• Use strong business sense and judgment to identify potential risk areas; make appropriate recommendations and escalate as needed.

• Working background in all aspects of Investment Management functions, preferably with a focus upon transition events.
• Strong attention to detail.
• Excellent organizational and project management skills.
• Strong business sense and excellent judgment.
• Good knowledge of the operational environment.
• Stakeholder management.
• Strong risk awareness and communication skills.
• Proven ability to interact with multiple internal and external functions including clients,…