Morgan Stanley

Director - Field & Client Business Development Group Product Sales Enablement - Investment Solutions (Wealth Management)

Posted On

May 19, 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.

Position Summary:

We are seeking a detailed oriented Manager to lead a team responsible for supporting the Advisory Programs and Third Part Manager Solutions team. This role will perform and oversee various functions related to Morgan Stanley’s Investment Advisory Business. The ideal candidate will bring strong organizational, analytical, and leadership skills to ensure all deliverables are executed efficiently and in accordance with established procedures.

Key Responsibilities:

Team Leadership & Collaboration

Lead and manage a team to ensure timely and accurate completion of tasks.
Allocate work effectively while maintaining transparent and proactive communication with internal U.S.-based business partners.
Provide daily support and guidance to team members and assist with problem resolution.

Third Party Solutions and Program Management Support

Perform periodic reviews as outlined in the documented Control Procedures and escalate findings to the appropriate business groups.
Maintain entitlement provisions for new and existing users accessing internal platforms (e.g., Morgan Stanley Money Manager Portal).
Ensure ongoing monitoring and quality assurance of internal data systems used for manager profiles and performance metrics.
Manage the intake and documentation of product-related information and survey responses from Investment Advisors.

Prepare metrics and reports around business oversight, reviews, and task progress.
Analyze large data sets and provide summarized insights.
Enhance, maintain, and organize business archives, including procedural and policy documents.
Respond to inquiries from Asset Managers related to pricing policies and other operational matters.
Support the maintenance and updating of Product Marketing Materials.

Qualifications:

Undergraduate degree in business, finance, accounting, or other related fields.
Understanding of project management practices.
Business process and control environment experience preferred.
Proven history of executing project plans through to completion.
Experience managing people.
Strong analytical and data interpretation skills.
Excellent verbal and written communication skills.
Highly organized and detail-oriented with the ability to manage multiple priorities.

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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