Morgan Stanley

Digital Assets Vendor & Fiduciary Oversight Associate

Morgan Stanley$70K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Business, Operations, or related field, or equivalent experience
  • 1-3 years in financial operations or reconciliation
  • Strong analytical skills with a focus on controls and exception management
  • Excellent written and verbal communication skills for cross-functional collaboration
  • Proficiency in Excel and familiarity with case/ticketing tools and vendor portals

Responsibilities

  • Oversee daily digital asset operations, including lifecycle management and reconciliations
  • Maintain booking accuracy and compliance with WM Operations standards
  • Perform controls related to asset movements, including deposits and withdrawals
  • Conduct daily reconciliations for asset safekeeping and client recordkeeping
  • Manage escalated client service cases and ensure timely resolutions
  • Liaise with internal teams and vendors for complex operational inquiries
  • Ensure adherence to risk and control governance frameworks and support BCP activities

Benefits

  • Opportunities for professional development and growth
  • Exposure to innovative blockchain and digital asset technologies
  • Collaborative work environment across multiple business units
  • Engagement with high-profile vendor partners in the financial sector
  • Involvement in critical risk and operational governance initiatives
Full Job Description
The Digital Assets Vendor and Fiduciary Oversight Associate is a front-line operations professional responsible for daily operations, vendor coordination, and governance for digital asset workflows. The role safeguards client experience and firm risk by executing well-defined procedures, maintaining strong controls, and coordinating across WM Operations, Client Service, and our vendor partners.

Key Responsibilities

Oversight & Exception Management
  • Oversee daily digital assets oversight support activities, including lifecycle management, reconciliations, and exception resolution.
  • Maintain accurate booking and audit trails in line with WM Operations standards.

Asset Movement & Safekeeping Oversight
  • Perform controls and validations related to deposits, withdrawals, wallet segregation, blockchain monitoring and key management
  • Perform daily reconciliations to ensure proper safekeeping and custody of Assets, Wallets and client recordkeeping

Client Service & Escalations
  • Manage client service cases escalated ensuring timely resolution and clear documentation.
  • Act as liaison with internal teams and vendor partners for complex inquiries and operational issues.
  • Collaborate with WM Operations, Client Service, Risk, Technology, and Finance teams; serve as operational point of contact for vendor interactions.

Risk & Control Governance
  • Adhere to documented procedures and control frameworks; escalate incidents and partner with Risk/Compliance on governance requirements.
  • Support business continuity activities and confirm operational readiness during BCP events.

Preferred
  • Exposure to blockchain/on-chain transactions, custody/wallet concepts, and crypto data structures.
  • Experience with case management; knowledge of Power BI/Alteryx for process insight/automation (a plus).
  • Background in Operations disciplines (e.g., reconciliations, money movement, SLA monitoring, metrics reporting, and outage support).


Required Skills
  • Bachelor's degree (Finance, Business, Operations, or related) or equivalent practical experience.
  • 1-3 years in financial operations or reconciliation
  • Strong analytical skills with a controls mindset; demonstrated ability to investigate breaks and resolve exceptions under time pressure.
  • Clear written/verbal communication; comfort engaging cross-functional teams and documenting outcomes.
  • Proficiency in Excel and case/ticketing tools; familiarity with vendor portals and operational reporting.


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

About Morgan Stanley

Morgan Stanley Investment Management are active managers of capital, working to outperform the market and deliver results for their clients. Morgan Stanley Investment Management's long-tenured professionals apply their experience and expertise across public and private markets, in single-sector, multi-asset and custom solutions.

Morgan Stanley Careers

Joining Morgan Stanley today means becoming part of a global team dedicated to strengthening communities, pioneering innovation, and fostering diversity. As a leading global financial services firm, Morgan Stanley offers unparalleled job opportunities, career growth, and a culture of leadership that together create an exceptional employment experience. Work You’ll Do At Morgan Stanley, you will collaborate with knowledgeable professionals to drive innovation and deliver solutions in financial services. Our team is composed of diverse, talented individuals who bring their unique skills and perspectives to work every day, setting the standard for leadership in the global market. Morgan Stanley is not just a company; it's a place where ambitious, creative, and skilled individuals can build a rewarding career. Here, you can experience the benefits of a vibrant culture dedicated to professional growth and diversity training. Internship Programs Kickstart your career with Morgan Stanley’s internship programs. These positions offer invaluable industry insights and professional experience to students and recent graduates. Interns at Morgan Stanley gain hands-on experience, working alongside seasoned experts in a dynamic, supportive environment. Innovation and Professional Growth We believe in the power of innovation to solve complex problems and encourage our team to think differently and act boldly. Morgan Stanley supports your career development through comprehensive training, development programs, and leadership workshops, ensuring that every employee has the tools they need to succeed. Join Our Team Explore the various job opportunities at Morgan Stanley, from entry-level positions to executive roles. We are hiring individuals who are passionate about finance and eager to contribute to a team that values integrity, excellence, and a forward-thinking mindset. Enhance your skills through our networking events, mentorship opportunities, and ongoing professional development. Stay Connected Keep up to date with the latest from Morgan Stanley Careers by subscribing to our job alert emails. Tailor your preferences to receive updates about new postings, career tips, and exclusive insights from our team leaders. Apply Now Ready to take the next step in your career? Search open positions that match your skills and interests on the Morgan Stanley Jobs portal. Prepare your resume, refine your interview techniques, and join a company that values innovation and leadership. At Morgan Stanley, we’re not just building careers—we’re developing leaders. Discover how far your talents can take you by joining our team today.
Learn more about Morgan Stanley
Size
77,000 employees
Market Cap
$144.1 billion
Industry
Net Income
$10.9 billion
Founded
1935
5 Year Trend
+10%
Revenue
$52 billion
NASDAQ

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