ISG Data Group – Client Reference Data & Integrated Firm Management - Execu at Morgan Stanley

New York, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

02 Mar, 26

Salary

300000.0

Posted On

02 Dec, 25

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Data Ownership, Governance, Data Integrity, Client Harmonization, Regulatory Compliance, Stakeholder Management, Change Management, Leadership, Data Quality, Entitlements Management, Cross-Functional Collaboration, Technology Enhancements, Privacy Laws, Client Reference Data, Legal Entity Hierarchies, Process Improvements

Industry

Financial Services

Description

1. Strategic Data Ownership & Governance Formalize ISG Data Group's ownership of client reference data, establishing clear accountability and stewardship across business units. Lead the Data Integrity Team in maintaining, cleansing, and enhancing the quality of client reference data, including Trading Name (TN) and Legal Hierarchy structures. Develop and implement governance frameworks for client data, contacts, and entitlements, in partnership with the Contacts Governance Forum and EDG. 2. Client Harmonization & Orphan Party Clean-Up Drive firmwide client harmonization initiatives, including the remediation of orphan parties in A2 and mapping disconnected entities to correct hierarchies. Oversee legal entity policy changes and ensure alignment with regulatory requirements and business objectives. Lead the implementation of controls and processes to maintain ongoing data hygiene and integrity. 3. Contacts & Entitlements Governance Own the contacts data domain via EDG, establishing and chairing the Contacts Governance Forum to set standards for data quality, ownership, and technology enhancements. Develop shared-ownership models and tiering frameworks for contacts, integrating with key vendors and internal systems. Oversee the rollout and management of ICI entitlements, ensuring appropriate access, audit, and risk frameworks are in place. 4. Change Strategy & Integrated Firm Management Champion the change strategy required to support IFM's mission of delivering consistent, systematic client coverage and intelligence globally. Collaborate with senior leadership to drive adoption of the Integrated Client Intelligence (ICI) platform, enabling 360-degree client connectivity and commercial opportunity identification. Lead cross-functional teams to implement strategic technology plans, resource allocation, and process improvements supporting IFM priorities. 5. Design and enforce controls for data sharing, privacy, entitlements, and anomalous behavior monitoring within the ICI platform. Ensure compliance with regulatory commitments, privacy laws, and contractual obligations related to client data. Partner with Legal, Compliance, and Technology teams to refresh and expand controls as the platform evolves. 6. Serve as the primary liaison to senior management, business unit leaders, and governance forums on all matters related to client reference data and contacts. Represent ISG Data Group in firmwide initiatives, working groups, and oversight committees. Mentor and develop talent within the Data Integrity Team and broader data governance community. Proven experience in client reference data management, governance, and strategy within financial services, ideally at ED level. Deep understanding of client reference data, legal entity hierarchies, and data quality frameworks. Demonstrated leadership in driving large-scale data harmonization and change management initiatives. Expertise in regulatory compliance, privacy, and entitlements management. Strong stakeholder management, communication, and cross-functional collaboration skills. 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. 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. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be between $175,000 and $300,000 per year at the commencement of employment. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Responsibilities

The role involves formalizing data ownership and governance for client reference data while leading initiatives for client harmonization and data integrity. Additionally, it includes overseeing contacts governance and implementing strategic technology plans to support integrated firm management.