Director, Team Specialist

Director, Team Specialist

Morgan Stanley Services Group Inc. seeks a Director, Team Specialist in Baltimore, Maryland. Oversee the entire client on-boarding process from an operational perspective including client party set up, account initiation and approvals, account opening, post account set ups, and coordination with downstream teams ensuring the account is ready to trade. Manage the onboarding timeline and partner with the business unit to meet client deadlines. Advise for regulatory compliance status and Know Your Customer due diligence. Manage client onboarding for asset classes including Prime Brokerage, Foreign Exchange, Equity and Fixed Income Derivatives, Derivatives Clearing, Mortgage-Backed Securities, Commodities, Repo and Stock Loan. Coordinate with necessary approval groups including Sales, Credit, Documentation, AML / KYC, Market Regulations, Tax and IED / FID Counterparty Risk. Coordinate with Internal and External clients to gather required documentation to maintain compliance with firm KYC. Coordinate Ready to Trade tasks Post Account Opening including reporting and entitlements, collateral, electronic trade mapping, and settlement setups.

Salary : Salary range for the position : $93,400 - $108,000 / Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including medical, prescription drug, dental, vision, health savings account, dependent day care savings account, life insurance, disability and other insurance plans, paid time off (including sick leave consistent with state and local law, parental leave and 20 vacation days annually), 10 paid holidays, 401(k), and short / long term disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.

Requirements : Requires a Master's degree in Global Finance, Finance, or a related field of study and two (2) years of experience in the position offered or two (2) years as a Financial and Operations Analyst, Client Onboarding Manager, Analyst, or related. Requires two (2) years of experience with : Using Microsoft Word, Excel, and PowerPoint. Requires one (1) year experience with : Derivative instruments including Foreign Exchange, Fixed Income Derivatives, and Derivatives Clearing; Extracting and filtering data to identify accounts and products opened for clients to identify process improvements. Requires any amount of experience of experience with : Reviewing fund documents as part of onboarding due diligence process, including : Investment Management Agreement, Prospectuses, and Offering Memorandum; Derivatives trading and collateral agreements including International Swaps and Derivatives Association (ISDA) / Credit Support Annex (CSA), Master Confirmation Agreements, Clearing Agreements, and Give-Up Agreements.

To apply, visit us at https : / / morganstanley.eightfold.ai / careers?source=mscom and enter JR000380 in the search field. No calls please. EOE

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.