Client Letters Team Manager - Client Services Team

We're seeking someone to join our team as a Director in Wealth Management Operations to manage the team responsible for dissemination of recurring client correspondence and in establishing new, ad-hock client communications as necessary by the business needs.  

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 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. 

At Morgan Stanley Columbus, we support the Firm's global Wealth Management, Private Banking, Operations and Technology divisions. Morgan Stanley has been rooted in the Columbus community since 2003. We offer best-in-class centers of excellence to support our clients with various call centers achieving J.D. Power certification since 2018. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. There's ample opportunity for innovation, deep learning and career progression for those who show passion and grit in their work. And we proudly give back to local nonprofit organizations in the Columbus community by offering up our unique skillsets, thousands of volunteer hours and dedicated financial support.

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
•Actively participate in all phases of the technology change process. Play a key role in idea/enhancement generation while challenging the conventional view constructively and respectfully to influence the direction of progress
•Foster cooperative environment and guide the team to partake in business development, testing strategy and daily production oversight duties
•Coordinate quality assurance process. In addition to managing testing performed by the team, assure full cooperation and involvement of all Operations teams participating in preliminary and month-end review process
•Analyze metrics reporting, assure relevance and adjust as needed. React to trends and modify processes accordingly
•Ensure oversight and cooperation with vendors for production of output
•Work in concert with vendors to oversee the external change process
•Continuously improve processes, reduce risk, and process streamlining
•Participate in all phases of internal and external audits as well as Compliance and Risk reviews
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
•Demonstrated leadership abilities and vision in managing projects and change initiatives. Understand when to be a leader and when to be a participant depending on what is needed to achieve the team's goals and objectives
•Possess confidence to make tough decisions without 100% certainty - form own independent assessment and fair consideration of key stakeholder points of view
•Ability to build and maintain cooperative networks and relationships across the organization
•Superior analytical thinking and problem solving skills
•Ability to work effectively on multiple projects under tight deadlines
•Excellent interpersonal as well as verbal and written communication skills
•Ability to influence a broad group of Operations and Business Managers as well as non- managers
•Knowledge of financial services industry products, processes and best practices
•Recommended but not required; experience with generating and overseeing production and dissemination of client correspondence
•Proficiency in Microsoft Office
•At least 6 years' relevant experience would generally be expected to find the skills required for this role 

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. 

At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. Our Firm is differentiated by the caliber of our diverse team, while our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity 

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.

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).