Morgan Stanley · 1 day ago
CAO/COO- Director - Client Onboarding, Due Diligence, Innovation & Strategy
New York, NY
Full-time
Onsite
Mid, Senior Level
$120K/yr - $173K/yr
6+ years expMorgan 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. The Client Onboarding, Due Diligence, Innovation & Strategy (CODIS) Chief Administration Office Director will provide support across the CODIS organization and ensure operational readiness and effectiveness while managing vendor relationships and financial planning.
Asset ManagementFinanceFinancial ServicesLending
Responsibilities
Manage complex processes and/or support significant process management/project efforts
Lead in process improvement and project management across multiple teams
Analyze and expose ambiguous, complex issues or non-standard issues, identify risks, root causes and propose future actions, tracking through to resolution
Build and manage relationships with business unit partners, other Morgan Stanley infrastructure departments, and external contact points in Client or Market organizations
Maintain the financial health of the organization while responding to new challenges, including developing the annual budget and forecasts (eg: expense and headcount), managing vendor engagements (eg: contract negotiation, RFPs), and managing the hiring pipeline (eg: prioritization, approvals)
Manage annual budget and liaise with Central WM Operations COO and Finance proactively to address new risks or changes in business priorities that may impact CODIS financials and organization
Execute group's vendor strategy by partnering with sourcing on bid process, reviewing task orders, on-boarding onshore / offshore consultants & tracking engagements to completion
Manage & implement group's location strategy commitments
Partner with recruiting & hiring managers to manage open requisitions & offer approvals
Maintain transparency on the state of the organization through metrics, project plans, and status reports
Create and develop executive-level presentations for meetings with Wealth Management business partners and senior Operations leaders and define business cases to drive key initiatives
Exhibit an ability to balance multiple, changing priorities in a dynamic and fast-moving work environment
Support recurring and ad hoc reporting & requests
Qualification
Required
Front-to-back knowledge of the processes, projects, systems, markets and instruments that influence their team with a comprehensive understanding of job-related operational/compliance policies and procedures
Ability to think commercially, understand the impact of initiatives, risks on the operational budget
Ability to address non-standard issues within area of expertise
Culture carrier and role model, representing and leading the Firm's core values to influence and motivate those around you
At least 6 years' relevant experience would generally be expected to find the skills required for this role
Strong process management and analytical skills
Highly proficient with Microsoft Excel, Word and PowerPoint to perform analysis and develop presentations for senior management
Ability to take initiative and thrive in a collaborative, team environment
Benefits
Commission earnings
Incentive compensation
Discretionary bonuses
Other short and long-term incentive packages
Other Morgan Stanley sponsored benefit programs
Company
Morgan Stanley
Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
10001+ employees
H1B Sponsorship
Morgan Stanley has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (222)
2024 (195)
2023 (173)
2022 (153)
2021 (165)
2020 (173)
Funding
Current Stage
Public CompanyTotal Funding
unknown1997-02-05IPO
Leadership Team
James Gorman
Chairman and CEO
Ted Pick
Chief Executive Officer (CEO)
Recent News
2026-01-09
Benzinga.com
2026-01-09
2026-01-09
Company data provided by crunchbase