Wealth Management Operations Client Service Center Vice President
Listed on 2026-02-23
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Management
Business Management, Operations Manager, Client Relationship Manager, Program / Project Manager
Overview
We re seeking someone to join our team as a Vice President in Wealth Management Operations Client Service Center to manage a team of approximately 12 employees supporting the firm’s cash management products and services.
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 Vice President level (P4) 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 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
- Ownership of critical escalations for UHNW relationships and key business partners
- Partnership with broader operations team to identify and implement process improvement or automation opportunities
- 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
- Well rounded understanding of the firm’s cash management services including debit cards, checks, internal money movement applications, and digital services such as bill pay, online transfers, mobile check deposits, and Zelle.
- Ability to partner with and maintain relationships with key vendor contacts.
- Must obtain Series 99 license if supervising a covered function
- At least 6 years relevant experience would generally be expected to find the skills required for this role
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: 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. United States (All States) It is the policy of the Firm to ensure equal employment…
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