Morgan Stanley

Director - COO Team - Wealth Management

Posted On

May 7, 2025

Location

Mumbai, Maharashtra

Experience Level

Freshers/Experienced

Job Type

Permanent

Apply By

June 18, 2025

Job Description

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
The Wealth Management COO team provides oversight of all business operations / financials across WM India. The team creates KPIs and key metrics, takes care of budget for India, implements risk and governance procedures, works to ensure smooth operations of India team including but not restricted to seat planning, BCP Plans, expenses, resource and work force strategy, talent, location strategy, vendor management, and others.
Responsibilities:
> Liaise with Finance, IT, HR, Corporate Services, Global COO teams, and WM India team to run the daily COO tasks
> Facilitate recruitment of employees and interns
> Track and present KPIs, create decks and presentations, and prepare management information for senior management
> Oversee strategic space management planning, budget tracking, and other logistical activities
> Ensure staff receive appropriate training & development, assist in developing training plans
> Promote a culture of high performance and continuous improvement,
> Work with teams on Business Continuity Plans, GOC documentation etc.
> Continually evaluate existing reports and processes to identify areas for improvement in efficiency and effectiveness
> Work on PowerBI dashboards to display data (good to have) Qualifications:
> 8+ years of work experience, with at least 2+ in COO role
> BS/BA degree required
> Professional experience in the financial services industry, Wealth Management, FinTech, or management consulting a plus
Skills Required:
> Expertise in MS Office (Excel and PowerPoint). Strong Excel skills for data analysis and to prepare meaningful reports/summaries from large data sets
> Strong analytical and problem-solving skills
> Experience in business administration, including consultant and employee onboarding, and vendor management
> Proven relationship building and collaboration skills
> Strong written and verbal communications skills, ability to interact at all levels of the organization and tailor messages appropriately
> Ability to multi-task under tight deadlines
> Experience in financials and budget management for large and complex organizations with proven ability to track expenses against budget
> Independent self-starter who can manage multiple activities to aggressive deadlines
> Strong presentation skills, including ability to create polished PowerPoint presentations for various levels of management
> Ability to use Tableau or data visualization skill an added plus

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 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 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.

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.

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