We’re seeking someone to join our team as a Director in Shared Services and Banking Operations to be a member of the Global Client Onboarding Reference Data Services team interacting with operations teams, production management teams, change the bank, global financial crimes, and various other stakeholders from Morgan Stanley's various business areas.

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 Core Services, Client Onboarding Advisory Training Team which is responsible for performing and managing product-agnostic and centralized operational services across several businesses and products.

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.

At Morgan Stanley Baltimore, we support the Firm’s global Technology, Operations, Risk Management, Legal and Compliance, Internal Audit and Finance divisions. Morgan Stanley has been rooted in the Baltimore community since 2003. Our talented and diverse team is one of the largest in the U.S. outside of our New York headquarters and home to industry leading cybersecurity innovation with multiple patents and awards. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. There’s ample opportunity to move across the businesses for those who show passion and grit in their work.

Interested in joining a team that’s eager to create, innovate and make an impact on the world? Read on…

What you will do in the role:

Play a key role in defining, developing and enhancing the KYC Training and Accreditation Program for KYC Execution TeamsServe as a subject matter expert within the KYC function, working with change the bank, line teams, global financial crime and financial crime and risk to develop process and system relating training for new joiners and existing members of the KYC Execution TeamsCoordinate work, train and develop other team members where required, including task allocation, and project contributionAssisting the team in roll out of Change Training following a process, system, or regulatory updateWorking with the line teams to manage process/procedure changes including coordinating with stakeholders and highlighting risks, proposing improvements and implementing changesAct as a key point of contact for queries related to trainingResponsible for proactively managing the training repository updatesManage accreditation including maintenance of accreditation tracker globallyContribute to projects including but not limited to drafting procedures, assisting with file reviews for internal and external audits and taking part in working groups for large scale change within the KYC space

We’re seeking someone to join our team as a Director in Shared Services and Banking Operations to be a member of the Global Client Onboarding Reference Data Services team interacting with operations teams, production management teams, change the bank, global financial crimes, and various other stakeholders from Morgan Stanley's various business areas.

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 Core Services, Client Onboarding Advisory Training Team which is responsible for performing and managing product-agnostic and centralized operational services across several businesses and products.

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.

At Morgan Stanley Baltimore, we support the Firm’s global Technology, Operations, Risk Management, Legal and Compliance, Internal Audit and Finance divisions. Morgan Stanley has been rooted in the Baltimore community since 2003. Our talented and diverse team is one of the largest in the U.S. outside of our New York headquarters and home to industry leading cybersecurity innovation with multiple patents and awards. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. There’s ample opportunity to move across the businesses for those who show passion and grit in their work.

Interested in joining a team that’s eager to create, innovate and make an impact on the world? Read on…

What you will do in the role:

Play a key role in defining, developing and enhancing the KYC Training and Accreditation Program for KYC Execution TeamsServe as a subject matter expert within the KYC function, working with change the bank, line teams, global financial crime and financial crime and risk to develop process and system relating training for new joiners and existing members of the KYC Execution TeamsCoordinate work, train and develop other team members where required, including task allocation, and project contributionAssisting the team in roll out of Change Training following a process, system, or regulatory updateWorking with the line teams to manage process/procedure changes including coordinating with stakeholders and highlighting risks, proposing improvements and implementing changesAct as a key point of contact for queries related to trainingResponsible for proactively managing the training repository updatesManage accreditation including maintenance of accreditation tracker globallyContribute to projects including but not limited to drafting procedures, assisting with file reviews for internal and external audits and taking part in working groups for large scale change within the KYC space

What you’ll bring to the role:

- Experience of completing KYC for a broad range of customer types including public and private companies, funds, partnerships, trusts and individuals from a maker or checker perspective
- A clear communicator with experience in delivering presentations or communications (written or verbal)
- Experience of providing new joiner training or buddying

- 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
- 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
- Ability to work well under pressure
- Ability to digest new information and learn new businesses and processes
- At least 4 years’ relevant experience would generally be expected to find the skills required for this role

Role is hybrid and will require in office attendance 3 days/week.

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 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect, and cross-collaboration. Our Firm is differentiated by the caliber of our diverse team, while our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. 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.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Salary range for the position: $62,000 - $104,000 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.

What you’ll bring to the role:

- Experience of completing KYC for a broad range of customer types including public and private companies, funds, partnerships, trusts and individuals from a maker or checker perspective
- A clear communicator with experience in delivering presentations or communications (written or verbal)
- Experience of providing new joiner training or buddying

- 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
- 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
- Ability to work well under pressure
- Ability to digest new information and learn new businesses and processes
- At least 4 years’ relevant experience would generally be expected to find the skills required for this role

Role is hybrid and will require in office attendance 3 days/week.

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 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect, and cross-collaboration. Our Firm is differentiated by the caliber of our diverse team, while our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. 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.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Salary range for the position: $62,000 - $104,000 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.

false