E*TRADE from Morgan Stanley · 8 hours ago
Client Integration Manager – MSIM Office of COO – Vice President
New York, New York, United States of America
Full-time
Onsite
Mid, Senior Level
$115K/yr - $225K/yrMorgan Stanley Investment Management is a leader in financial services, managing over $1.7 trillion in assets. The Vice President – Client Integration Manager will play a key role in servicing clients, managing client events, and ensuring smooth transitions for new business and account terminations.
BankingFinanceFinancial Services
Responsibilities
Manage North America client events including, on-boarding of new business, account transitions and client terminations for Separately Managed Accounts and Funds business
Act as single point of contact for both internal and external parties, including, clients, sales, portfolio managers, legal, compliance, risk, operations, custodians and other appointed client service providers
Responsible for the facilitation of all client events including client on-boarding, terminations, custody transfers, in-specie transfers and other related transition activities
Facilitating regular internal client event meetings, ensuring all functional groups have the appropriate level of information and that they are performing the required tasks
Close liaison with sales and the client to ensure that client expectations are understood and accomplished
Strong relationship with legal and compliance to understand the requirements of, and provide feedback on, investment management agreements and all other associated documentation
Work with Product Development, Fund Administration and the Funds Client Service group to set up new MSIM proprietary vehicles
Coordinating support on North America pipeline from team in India and discharging outsourcing oversight responsibilities
Joint oversight of State Street Transitions team
Assisting with strategic priorities of the T3 platform and ownership of initiatives assigned
Co-responsibility with global
Achieve Global consistency and ensure T3 checklists/PEGA and desktop & supervisory procedures are kept up to date with current responsibilities
Ensuring all procedural documentation is up to date and accurate
Provide and implement recommendations for process improvements, including workflow and technology
Working proactively with counterparts on a global basis, in making recommendation for process improvement and consistency
Using strong business sense and judgment to identify potential risk areas; making appropriate recommendations and highlighting those risks via the appropriate escalation channels
Qualification
Required
Working background in all aspects of Investment Management functions, preferably with a focus upon transition events
Strong attention to detail
Excellent organizational and project management skills
Strong business sense and excellent judgment
Good knowledge of the operational environment
Stakeholder management
Strong risk awareness and communication skills
Has proven ability to interact with multiple internal and external functions including clients, legal, compliance, fund managers, sales, client service and other functional operations teams
Comfortable dealing with senior individuals and management across these functions
Benefits
Commission earnings
Incentive compensation
Discretionary bonuses
Other short and long-term incentive packages
Other Morgan Stanley sponsored benefit programs
Company
E*TRADE from Morgan Stanley
E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.
Founded in 1982
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2020-02-20Acquired
1996-08-16IPO
Leadership Team
Julia Miller
Executive Director, Creative Services
Recent News
2025-11-07
2025-10-14
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