Wealth Management Operations Client Service Center Vice President jobs in United States
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Morgan Stanley · 13 hours ago

Wealth Management Operations Client Service Center Vice President

Morgan Stanley is a global leader in financial services known for its commitment to innovation and community support. The role of Vice President in Wealth Management Operations Client Service Center involves managing a team that supports cash management products, enhances client relationships, and drives operational improvements.

Asset ManagementFinanceFinancial ServicesLending
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H1B Sponsor Likelynote

Responsibilities

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
Ownership of critical escalations for UHNW relationships and key business partners
Partnership with broader operations team to identify and implement process improvement or automation opportunities

Qualification

Client relationship managementCash management servicesTeam managementProcess improvementOperational risk managementCommercial thinkingCulture carrierVendor relationship managementSeries 99 licenseRelationship building

Required

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
Well rounded understanding of the firm's cash management services including debit cards, checks, internal money movement applications, and digital services such as bill pay, online transfers, mobile check deposits, and Zelle
Ability to partner with and maintain relationships with key vendor contacts
Must obtain Series 99 license if supervising a covered function
At least 6 years' relevant experience would generally be expected to find the skills required for this role

Benefits

Comprehensive employee benefits and perks in the industry

Company

Morgan Stanley

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Morgan Stanley is a financial services company that offers securities, asset management, and credit services.

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 Company
Total Funding
unknown
1997-02-05IPO

Leadership Team

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James Gorman
Chairman and CEO
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Ted Pick
Chief Executive Officer (CEO)
Company data provided by crunchbase