Creative problem solving Jobs

Location: Mumbai, India
 

Department: Investment Management – Client Services

About Morgan Stanley Investment Management (MSIM)

Morgan Stanley Investment Management (MSIM), together with its investment advisory affiliates, manages over $1.6 trillion in assets globally (as of March 31, 2025). MSIM is committed to delivering exceptional long-term investment performance and client service across a comprehensive suite of investment solutions for governments, institutions, corporations, and individuals worldwide.

Team Profile

The Client Relationship Management (CRM) team is positioned within the distribution (sales and marketing) division and has a global presence with individuals based in multiple locations across the US, EMEA and Asia, including Mumbai.  The CRM team collaborates with clients and internal partners to anticipate client needs, solve challenges, and unlock the firm’s full capabilities to help them achieve their investment goals.  We partner closely with colleagues across the organisation to achieve this and provide governance and oversight for the implementation of all client requirements and related controls, including the onboarding of new accounts.   

Embedded within the CRM team we have individuals dedicated to managing Governance responsibilities (“CRM Governance").  The CRM Governance team ensure that team operations are conducted in an efficient and consistent manner, enabling the CRM team to deliver exceptional client service whilst ensuring the appropriate management of risk.

Role Overview:

We are seeking a seasoned and strategic Vice President to lead the CRM Governance function in India. This role is pivotal in driving client satisfaction, operational excellence, and regulatory compliance across global client relationships. The ideal candidate will bring deep industry knowledge and will be responsible for ensuring the integrity, accuracy, and timeliness of client account processes across regions, while also managing a team and driving strategic initiatives.

This opportunity provides exposure to all aspects of MSIM’s public side business, and the successful individual will gain exposure to the full range of MSIM functional teams and business leads, including Investment Teams, Distribution, Legal, Compliance and Operations.  It is an excellent opportunity to develop an understanding of how MSIM operates whilst playing a key role in protecting the Firm and enhancing the client experience.

Key Responsibilities:

• Lead and mentor a high-performing team providing coaching, performance management, and career development.
• Partner with individuals within the CRM team globally to assist in providing exceptional client service.
• Provide strategic oversight of client documentation workflows, including onboarding, amendments, and screening processes.
• Serve as the primary escalation point for complex client documentation, regulatory queries, and operational issues.
• Build and maintain strong relationships with global stakeholders across Legal, Compliance, Risk, Operations, Sales, and Investment teams.
• Drive client engagement initiatives, including ownership of client questionnaires, due diligence, and onboarding documentation.
• Oversee the governance and maintenance of MSIM contractual obligations in firm systems, ensuring accuracy and audit readiness.
• Lead strategic projects aimed at enhancing client service delivery, automation, and process optimization.
• Work together with the Global CRM Governance team to deliver on global initiatives.
• Represent the CRM Governance function in regional forums and governance committees.
• Support executive reporting, including Board materials and regulatory submissions.

Required Skills and Qualifications:

• Minimum 10 years of relevant experience in investment management or wealth management at peer firms.
• Proven ability to lead change, manage complexity, and influence senior stakeholders.
• Knowledge of investment management business and client arrangements, including Separately Managed Accounts (SMA) and Pooled Vehicles
• Strong communication, negotiation, and stakeholder management skills.
• Ability to interact with individuals at all levels within the business and external parties, including clients.
• Self-starter with the ability to multi-task and deliver requests with tight deadlines.
• Bachelor’s degree required; advanced degree or legal/paralegal background preferred.
• Understanding of AI tools for driving automation and re-engineering initiatives.

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.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.

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.