Morgan Stanley

VP, Team Manager, P4, Client Services & Relationship Mgmt ISG : Job Level - Vice President

Morgan Stanley • $120K — $172K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Strong relationship-building skills emphasizing client service excellence.
  • Commercial acumen to assess the operational budget impact of initiatives and risks.
  • Proven experience in team management, with a focus on enhancing controls and reducing operational risk.
  • Demonstrates firm core values and serves as a role model to influence and motivate others.
  • Understanding of derivatives clearing processes, including Listed Derivatives and OTC Clearing.
  • Ability to lead complex client and operational matters and influence outcomes across multiple departments.
  • At least six years of relevant experience in the financial services sector.

Responsibilities

  • Develop and manage team resources using effective management tools and methods.
  • Set clear direction and training plans, fostering knowledge transfer and team development.
  • Contribute to business planning and establish risk management strategies for the area.
  • Build and maintain relationships with business partners and external stakeholders.
  • Lead the delivery of high-quality client service across Listed Derivatives and OTC Clearing.
  • Oversee risk management for derivatives-clearing lifecycle events and client impacts.
  • Drive strategic client engagement through service reviews and operational analyses.

Benefits

  • Opportunity to work with leading professionals in a collaborative environment.
  • Support for work-life balance through comprehensive employee benefits and perks.
  • Commitment to diversity and inclusion within the workplace.
  • Career mobility opportunities for passionate and dedicated employees.
Full Job Description

We're seeking someone to join our team as a Vice President in North America Derivatives Clearing Client Service Management to lead a client-focused team responsible for strengthening institutional client relationships, managing operational risk and delivering strategic improvements across the derivatives clearing experience.

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 Manager position at Vice President level within Client Service & Relationship Management, which is responsible for managing internal and external client relationships through client-service activities, optimization of the client experience and coordination with business partners.


The North America Client Service Management team supports institutional derivatives clearing clients and serves as a central operational partner across Listed Derivatives and OTC Clearing. The team works closely with clients, the Business Unit, global Operations teams and specialist functions to resolve issues, manage operational risk and improve the overall client experience. Existing NA CSM materials emphasize front-to-back issue ownership, client education, operational reviews, self-service technology adoption and partnership with Margin, Trade Support, Expiry, Risk and Fees teams.

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:
-Develop staff, lead projects and control deployment of resources, owning management tools/methods such as work queues, checklists, depth charts and calendars
-Set direction and expectations for your team(s), defining training plans and transfer of expert knowledge to contribute to team output and development
-Contribute to business plan for area, establish risk/contingency plans, raise and address issues with urgency when required
-Build and manage relationships with business unit partners, other Morgan Stanley infrastructure departments, and external contact points in Client or Market organizations
-Lead the delivery of a consistent, high-quality client-service model across Listed Derivatives and OTC Clearing, ensuring client issues are owned, appropriately escalated and managed through successful resolution.
-Oversee the team's risk management of relevant derivatives-clearing lifecycle events, including margin coordination, expiries, cash and settlement matters, allocations and other material client-impacting events.
Drive strategic client engagement through service reviews, operational metrics, trend analysis, client education and adoption of self-service reporting and technology.
-Partner with specialist teams to clarify ownership, strengthen controls and transition routine transactional activities away from CSM where appropriate, allowing the team to focus on client relationships, risk oversight and value-added service.
Identify and implement opportunities to standardize workflows, automate manual processes and improve the scalability, efficiency and control of the North America CSM operating model.
-Represent North America CSM in client meetings, business reviews, sales discussions, governance forums and global initiatives, providing clear updates to senior stakeholders and ensuring alignment across regions.


What you'll bring to the role:
-Strong relationship building skills serving as a role model for client service
-Ability to think commercially, understand the impact of initiatives, risks on the operational budget
-Experience in managing teams, enhancing control, continuous improvement and reducing operational risk
-Culture carrier and role model, representing and leading the Firm's core values to influence and motivate those around you
-Understanding of derivatives clearing, including Listed Derivatives and OTC Clearing products, operational workflows, risk management and the client trade lifecycle.
-Ability to lead complex client and operational matters, exercise sound judgment under pressure and influence outcomes across Business Unit, Operations, Technology and control partners.
-At least six years of relevant experience would generally be expected to provide the skills required for this role.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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.

Expected base pay rates for the role will be between $120,000 and $172,500 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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