Digital Assets Vendor & Fiduciary Oversight Associate
Listed on 2026-06-03
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Finance & Banking
Risk Manager/Analyst
The Digital Assets Vendor and Fiduciary Oversight Associate is a front‑line operations professional responsible for daily operations, vendor coordination, and governance for digital asset workflows. The role safeguards client experience and firm risk by executing well‑defined procedures, maintaining strong controls, and coordinating across WM Operations, Client Service, and vendor partners.
Key Responsibilities- Oversight & Exception Management – Oversee daily digital asset oversight support activities, including lifecycle management, reconciliations, and exception resolution. Maintain accurate booking and audit trails in line with WM Operations standards.
- Asset Movement & Safekeeping – Perform controls and validations related to deposits, withdrawals, wallet segregation, blockchain monitoring, and key management. Perform daily reconciliations to ensure proper safekeeping and custody of assets, wallets, and client recordkeeping.
- Client Service & Escalations – Manage client service cases escalated, ensuring timely resolution and clear documentation. Act as liaison with internal teams and vendor partners for complex inquiries and operational issues. Collaborate with WM Operations, Client Service, Risk, Technology, and Finance teams; serve as operational point of contact for vendor interactions.
- Risk & Control Governance – Adhere to documented procedures and control frameworks; elevate incidents and partner with Risk/Compliance on governance requirements. Support business continuity activities and confirm operational readiness during BCP events.
- Preferred exposure to blockchain/on‑chain transactions, custody/wallet concepts, and crypto data structures.
- Experience with case management; knowledge of Power BI/Alteryx for process insight/automation (a plus).
- Background in operations disciplines (e.g., reconciliations, money movement, SLA monitoring, metrics reporting, outage support).
- Bachelor’s degree in Finance, Business, Operations, or a related field, or equivalent practical experience.
- 1–3 years in financial operations or reconciliation.
- Strong analytical skills with a controls mindset; demonstrated ability to investigate breaks and resolve exceptions under time pressure.
- Clear written and verbal communication; comfortable engaging cross‑functional teams and documenting outcomes.
- Proficiency in Excel and case/ticketing tools; familiarity with vendor portals and operational reporting.
At Morgan Stanley, we offer a comprehensive benefits package, including competitive compensation, health and wellness programs, retirement plans, and opportunities for professional growth. We also support work–life balance and provide resources for employee development.
Equal Opportunity Employer
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. For more information, please visit
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