Morgan Stanley

Institutional Equity Division – Global Head of Investor Services - Morgan Stanley Fund Services (New York)

Morgan Stanley$200K — $300K *
Finance & Insurance
11 - 15 years of experience
Job Overview by Ladders

Qualifications

  • 15+ years of experience with hedge funds or private markets
  • Deep knowledge of fund administration, investor services, transfer agency, or investor relations
  • Proven ability to lead large, global teams in complex operational environments
  • Strong technical expertise in investor servicing, fund structures, and regulatory requirements, including AML/KYC
  • Strong executive presence to engage with senior clients, investors, and stakeholders
  • Track record of driving operational scale, platform transformation, and technology innovation

Responsibilities

  • Lead and develop a global investor services organization of 100+ professionals across multiple regions
  • Establish leadership, governance, and operating discipline across the platform
  • Oversee all investor servicing activities including onboarding, KYC, subscriptions, redemptions, and reporting
  • Serve as a senior contact for key clients, addressing complex operational matters
  • Lead resolution of critical client issues, coordinating across various teams
  • Partner with clients to identify operational improvements and enhance the investor experience
  • Drive the evolution of investor-facing technology and digital infrastructure

Benefits

  • Comprehensive benefit programs offered by Morgan Stanley
  • Opportunities for professional development and growth
  • Collaborative work environment with senior leadership exposure
  • Innovative culture focused on technology advancement
  • Involvement in strategic initiatives impacting the organization's growth
Full Job Description

MSFS is seeking a Global Head of Investor Services to lead the business’ global Investor Servicing team and platform. The role is responsible for overseeing investor servicing, transfer agency, and investor operations delivered to institutional investors across our client base. A key element of the role is direct client service and communications to attract and retain clients.


The successful candidate will manage a global team of 100+ professionals and be responsible for delivering a scalable, highly controlled, and technology-enabled investor servicing platform. This individual will serve on the MSFS leadership team and will partner closely with senior leaders across operations, technology, product development, and client coverage to support the continued growth and development of the business.

Key Responsibilities
Global Platform Leadership

  • Lead and develop a global investor services organization of 100+ professionals across multiple regions.
  • Establish strong leadership, governance, and operating discipline across the platform. Identify and enable the success of top talent, build a strong leadership bench.
  • Partner very closely with the leadership of the MSFS Accounting client facing and operations teams to high quality, integrated-MSFS service

Investor Servicing & Operations

  • Oversee all investor servicing and transfer agency activities including onboarding, AML/KYC, subscriptions, redemptions, capital calls, distributions, and investor reporting

  • Ensure consistent delivery of a high-quality service model for institutional investors and fund manager clients


Client Engagement and Problem Solving

  • Serve as a senior point of contact for key clients, working directly with fund managers, COOs, CFOs, and Heads of Investor Relations to address complex operational and investor servicing matters.

  • Lead resolution of critical client and investor issues, coordinating across operations, technology, legal, and compliance teams as needed

  • Partner with clients proactively to identify operational improvements, enhance reporting and

  • transparency, and improve the overall investor experience.

  • Provide strategic input to clients on best practices in investor servicing, onboarding, and regulatory processes.

  • Support client retention and growth by strengthening relationships with senior client stakeholders and delivering a consistently high level of service


Risk, Controls, and Regulatory Oversight

  • Maintain a robust global control environment governing investor transactions, documentation, and communications.

  • Partner closely with Morgan Stanley Firmwide Legal, Compliance, and Risk to ensure adherence to regulatory and policy requirements, and development deployment of best practices


Technology and Platform Development

  • Drive the evolution of investor-facing technology and digital infrastructure, including investor portals and workflow automation

  • Define and dead initiatives to improve scale, efficiency, and client experience through automation and AI-enabled processing


Business Leadership

  • Serve as a senior escalation point for complex client and investor matters

  • Connect the dots with clients to deliver proactive client service for MSFS and the Equities Division, to monetize client relationships

  • Establish clear priorities to contribute to strategic initiatives across the MSFS platform as a member of the business leadership team

Qualifications

  • 15+ years of experience with hedge funds or private markets

  • Ideally, deep knowledge of fund administration, investor services, transfer agency, or investor relations within

  • Proven ability to lead large, global teams within complex operational environments

  • Strong technical expertise in investor servicing, fund structures, and regulatory requirements including AML/KYC

  • Strong executive presence and ability to engage with senior clients, investors, and internal stakeholders

  • Track record of driving operational scale, platform transformation, and technology innovation

Expected base pay rates for the role will be between $200,000 and $300,000 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.

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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