Morgan Stanley · 3 weeks ago
Head of Trade Support - Executive Director
New York, NY
Full-time
Onsite
Lead/Staff, Director/Executive
$160K/yr - $250K/yr
12+ years expMorgan Stanley is a leading global financial services firm, and they are seeking a Head of Trade Support to lead a team responsible for overseeing the trade lifecycle across multiple asset classes. The role involves ensuring operational excellence, driving automation improvements, and managing relationships with brokers and custodians to deliver efficient trade processing.
Asset ManagementFinanceFinancial ServicesLending
Responsibilities
Lead and develop a global Trade Support team of 35+ FTEs, fostering a culture of accountability, collaboration, and continuous improvement
Use industry-leading technologies like Alteryx, PowerBI, GenAI, etc., to develop tools for the operations team to pursue automation and improve scale and risk management
Manage trade lifecycle events, including trade matching, confirmation, pre-settlement matching, and settlement
Resolve trade breaks, exceptions, and settlement fails, escalating issues as necessary to senior management and counterparties
Build strong relationships with brokers and custodians, ensuring timely affirmation, issue resolution, and adherence to service-level standards
Oversee resolution of cash breaks, interest claims, and tax-related issues impacting trade settlements
Ensure processes, controls, and reporting are aligned with evolving regulatory requirements (e.g., T+1 settlement in the U.S.)
Drive the adoption of automation, AI, and advanced technologies to streamline workflows and reduce operational risk
Manage execution and support for Fund-of-Funds (FOF) transactions, ensuring smooth and timely settlement
Oversee onboarding, maintenance, and ongoing management of broker relationships
Produce and analyze KPIs/SLAs (e.g., settlement efficiency, fail rates, on-time settlement) and present regularly to senior management
Qualification
Required
12+ years of experience in trade support, operations, or middle office functions within Asset Management, Investment Banking, or a related financial institution
Proven leadership experience at Director/Executive Director level, with responsibility for managing large, global teams (25+ FTEs)
Expertise across trade support processes including SSI management, trade confirmation, pre-settlement matching, fails management, and broker setup
Strong understanding of global markets, settlement cycles, and regulatory requirements (with focus on T+1 implementation)
Demonstrated ability to identify inefficiencies and implement process improvements using automation and emerging technologies
Excellent management skills with brokers, custodians, and internal stakeholders
Strong reporting and analytical skills, with experience managing KPIs/SLAs
Familiarity with OMS, EMS, trade matching, and settlement platforms (e.g., CTM, ALERT, SWIFT), as well as Payments Utilities
Bachelor's degree in finance, Economics, Business, or related field
Preferred
Advanced degree or CFA/CAIA a plus
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