Operations Reporting & Project Manager_Director_ Client Services & Relation at Morgan Stanley

, , India -

Full Time

Start Date

Immediate

Expiry Date

14 May, 26

Salary

0.0

Posted On

13 Feb, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Data Analysis, Automation, Metrics Reporting, Risk Oversight, Client Onboarding, Project Management, Process Enhancements, Defect Resolution, Subject Matter Expert, Process Management, Problem Solving, Training, Efficiency Initiatives, AI, UI Path, Alteryx

Industry

Financial Services

Description

We're seeking someone to join our team as a Director in WM Operations to perform and manage data analysis and automation opportunities, metrics reporting, and risk oversight for self-directed Client Onboarding. 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 Specialist position at Director level within Client Service & Relationship Management, which is responsible for managing internal and external client relationships. We do this by engaging in client service activities, optimizing the client experience, and managing vendor/external business partner relationships. 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 and maintain operational metrics, prepare risk and performance reports for senior management, and act as project manager to coordinate process enhancements and defect resolution with Technology and other stakeholders. Serve as a subject matter expert within functional area, working with Team Manager to manage processes, risks and/or projects, proposing and implementing improvements/changes. Act as key problem solver for area or expertise, applying detailed knowledge to address unique or novel situations, recognize risks and draw out key issues. Coordinate work, train and develop other team members where required, including task allocation, and project contribution. Drive efficiency initiatives aimed at system enhancements, enabling straight-through processing, and implementing automation through tactical and strategic tools such as AI, UI Path, and Alteryx. Design and deliver metrics for productivity reporting, risk-related dashboards, and QA/QC analysis. Manage new and existing system enhancements and defect fixes in collaboration with Technology, GFC, and other stakeholders. What you'll bring to the role: Ability to lead by example, work with drive and determination, and put forward challenging views to senior levels. Comprehensive knowledge and understanding of functional area and operational/compliance policies and procedures of their team. Strong understanding of operational processes, compliance policies, and risk frameworks within the functional area. Ability to operate independently across the majority of day-to-day responsibilities. Culture carrier across Operations, embracing the Firm's core values and acting as a role model. Proven experience in data analytics and modelling, with a track record of leveraging tools such as Alteryx, Power BI, and AI-driven solutions for automation and insights. Overall experience of 8-10 years with 5-6 years of relevant exp in operations, data analytics, or project management, demonstrating the ability to deliver results in a dynamic environment. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. 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. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do

Responsibilities

The Director will develop and maintain operational metrics, prepare risk and performance reports for senior management, and manage process enhancements and defect resolution as a project manager. This role also involves serving as a subject matter expert, driving efficiency initiatives through automation tools, and designing productivity and risk-related metrics.