Head Investment Solutions - Executive Director - Wealth Management - Mumbai

Morgan Stanley; Mumbai; On-site; INR 3,500,000 - 10,000,000; Full time

Job summary

Morgan Stanley in Mumbai seeks an experienced executive to lead the Investment Solutions function within Wealth Management. You will build and manage a high-performing team, oversee day-to-day delivery, risk controls and compliance, and align with global standards.

Collaborating with senior stakeholders across functions, you will drive governance, process improvements, and scalable operations to deliver comprehensive wealth solutions for clients and financial advisors.

Qualifications

• 15+ years in financial services, preferably Wealth Management.
• Strong knowledge of wealth products, advisory platforms, and global markets.
• Proven experience building and scaling cross-functional teams.
• Excellent stakeholder management and communication skills.
• MBA, CFA, CAIA or equivalent preferred but not required.

Responsibilities

• Lead the Investment Solutions function in Mumbai, with team hiring, onboarding, and development.
• Oversee day-to-day delivery, risk management, and regulatory compliance.
• Drive governance, controls, and continuous improvement across processes.
• Collaborate with senior leaders across regions to align priorities.

Skills

Leadership & People Management

Wealth Management

Stakeholder Management

Risk & Controls

Regulatory Compliance

Strategic Planning

Communication

Global Collaboration

Education

MBA

CFA / CAIA

Job description

About Us:

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management, and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve, and grow. A philosophy that balances personal lifestyles, perspectives, and needs is an important part of our culture.

Position Summary

We are seeking an experienced executive to lead the Investment Solutions function in Mumbai, India. This individual will be responsible for building, leading, and managing a high-performing team that supports the Wealth Management business. The role will oversee day-to-day execution, service delivery, operational controls, risk management, regulatory compliance, and adherence to internal policies and procedures.

Investment Solutions, within Wealth Management, is responsible for delivering a broad investment platform, product capabilities, portfolio solutions, and implementation support that help Financial Advisors and clients build, manage, and monitor wealth strategies. The business brings together investment products, advisory platforms, research, portfolio management tools, and digital capabilities to support clients across a range of needs, from self-directed investing to comprehensive financial planning and ongoing portfolio management.

The successful candidate will partner closely with senior stakeholders across Investment Solutions, Due Diligence, Client Solutions, Product Management, Capital Markets, Business Development, Risk, Legal, Compliance, Operations, and Technology to ensure effective execution, strong governance, and continuous improvement.

Key Responsibilities

• Lead the build-out and ongoing management of the Investment Solutions function in Mumbai, including team structure, hiring, onboarding, training, performance management, and succession planning.
• Provide day-to-day oversight of the team and ensure timely, accurate, and high-quality delivery of agreed services and deliverables.
• Serve as the primary escalation point for Investment Solutions-related issues in Mumbai and drive timely resolution in partnership with relevant stakeholders.
• Establish, maintain, and enhance operating procedures, controls, and governance routines aligned with applicable regulatory requirements, industry standards, and internal policies.
• Oversee execution supervisory review, reporting, and control processes, as applicable to the function’s remit.
• Drive continuous improvement across systems, processes, controls, and workflows to increase efficiency, strengthen quality, and enhance scalability.
• Build and maintain strong relationships with senior stakeholders across global teams, ensuring clear communication, transparency, and alignment on priorities.
• Develop team capability through structured training, coaching, feedback, and career development.
• Foster a collaborative, inclusive, and high-performance culture focused on accountability, quality, risk awareness, and continuous improvement.

Required Skills and Experience

• 15+ years of experience in financial services, preferably within Wealth Management.
• Strong understanding of Wealth Management products, advisory platforms, investment solutions, and global financial markets.
• Proven experience leading high-performing teams in a global, cross-functional environment.
• Demonstrated ability to build and scale teams, manage change, and drive operational excellence.
• Strong risk and control mindset, with experience operating in a regulated financial services environment.
• Excellent stakeholder management skills, including the ability to engage effectively with senior leaders across regions and functions.
• Strong analytical, critical reasoning, and problem-solving skills, with sound judgment and attention to detail.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities, navigate ambiguity, and deliver results in a fast-paced environment.
• MBA, CFA, CAIA, or equivalent professional qualification preferred, but not required.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.