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Director (AVP) - Mutual Fund Services Operations
Director (AVP) - Mutual Fund Services OperationsMorgan Stanley • Boston, MA, US
Director (AVP) - Mutual Fund Services Operations

Director (AVP) - Mutual Fund Services Operations

Morgan Stanley • Boston, MA, US
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Team Supervisor In Investment Management Operations

We're seeking someone to join our team as a Team Supervisor in Investment Management Operations to support the Team Manager in overseeing the Mutual Fund Services call center functions and team development, with a primary focus on providing exceptional service to our mutual fund clients.

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 Supervisor position at 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.

Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.

Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on

What You'll Do In The Role :

  • Serve as the primary supervisor within specific line or project area with accountability to associated risks
  • Manage direct reports, leading 1 : 1s and career development, attracting and retaining high quality talent in line with our leadership commitments
  • Review resources to ensure adequate coverage to deliver BAU commitments, highlighting current and future needs to manager
  • Evaluate call quality, and monitor service levels, workloads, and staffing schedules to ensure optimal service delivery
  • Handle escalated shareholder and intermediary requests, offering solutions for complex financial transactions, account registration issues, and exceptions.

What You'll Bring To The Role :

  • 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
  • FINRA licenses preferred within first year : SIE and Series 7
  • Excellent problem-solving and decision-making abilities
  • Ability to manage multiple priorities in a fast-paced environment
  • At least 4 years relevant experience would generally be expected to find the skills required for this role
  • 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.

    Expected base pay rates for the role will be between $80,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

    Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

    It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership / union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

    Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M / F / Disability / Vet).

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