Forms Governance Team- Operations Associate

We are seeking a detail-oriented and collaborative professional to join our Forms Governance Team. This team is responsible for managing the lifecycle of client-facing forms and servicing content across the National New Accounts (NNA) platform. The role supports quarterly release cycles, ensures compliance with governance standards, and drives operational efficiency through structured content management.

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 the 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.

• Content Lifecycle Management
  • Manage quarterly release cycles for forms and servicing content.
  • Track and execute updates across 70+ items per release.
  • Collaborate with product support teams to approve revisions and enhancements.
• Governance and Compliance
  • Maintain oversight of form modifications, field changes, and system settings.
  • Ensure alignment with firmwide branding, security, and access protocols.
  • Support risk reduction initiatives through automation and simplification.
• Stakeholder Collaboration
  • Liaise with servicing teams, technical support, and leadership to coordinate updates.
  • Facilitate onboarding and role transitions within servicing groups.
  • Partner with transformation champions to optimize workflows and transcription processes.
• Operational Support
  • Provide guidance on technical resource approvals.
  • Monitor and resolve directory and cost center discrepancies.
  • Coordinate team meetings and feedback loops.

• Ability to lead by example, work with drive and determination, adapt management style to suit individuals and ensure team is well supported with a sense of purpose.
• Prepared to challenge the status quo, raise concerns and/or needs of their team members.
• Ability to pitch communication appropriately according to the audience and demonstrate active listening skills.
• Culture carrier across Operations, embracing the Firm's core values and acting as a role model.
• Strong interpersonal, verbal, and written communication skills, with an ability to work effectively with all levels of staff and management.
• Advanced problem identification, analytical and resolution skills required to support escalated issue resolution and/or oversight requirements associated with complex processes.
• Strong accountability mindset taking responsibility for all work activities and personal actions.
• Strong understanding of form governance and operational workflows.

• Experience with workflow management platforms (e.g., Workfront, Fusion) preferred.
• Excellent communication and stakeholder management skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Familiarity with compliance standards and servicing protocols in financial services.
• Project management and release coordination experience.
• Technical aptitude in form systems and servicing platforms.
• Change management and team structuring experience.
• Proficiency in MS Office Suite and internal collaboration tools.

We are committed to maintaining the first‑class service and high standard of excellence that have defined Morgan Stanley for over 89 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…