Alternative Investment Operations Service Team Manager-VP

Morgan Stanley

Columbus (OH)

On-site

USD 150,000 - 230,000

Full time

14 days+
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Benefits offered by this job

Comprehensive employee benefits
Career progression opportunities
Community service involvement

Job summary

A leading financial services firm in Columbus is seeking an experienced Alternative Investment Operations Service Team Manager (VP). In this role, you'll oversee operational execution, risk management, and service delivery for alternative investment products. This position requires strong leadership skills, a bachelor's degree, and 10+ years of relevant experience. Join a dynamic team focused on collaboration and excellence in service delivery.

Qualifications

  • At least 10+ years of relevant experience expected.
  • Proven ability to effectively manage and lead team members.
  • Capacity to maintain professionalism through adverse situations.
  • Proficient in Microsoft Office (Excel, PowerPoint, Word).
  • Strong written and verbal communication skills.

Responsibilities

  • Develop staff and lead projects, owning management tools.
  • Build and manage relationships with business unit partners.
  • Deliver presentations to senior management regularly.
  • Build and manage relationships with business unit partners, other Morgan Stanley infrastructure departments, and external contact points in Client or Market organizations
  • Responsible for multiple processes across Service Operations
  • Oversee complex process management
  • Deliver PowerPoint presentations to senior management on a regular basis
  • At least 10+ years of relevant experience would generally be expected to find the skills required for this role
  • Proven ability to effectively manage and lead team members, fostering a collaborative and productive work environment

Skills

Leadership
Risk management
Communication
Collaboration
Detail-oriented
Communication
Process improvement
Budget awareness

Education

Bachelor's degree

Tools

Microsoft Excel
Microsoft PowerPoint
Microsoft Word

Job description

Overview

Alternative Investment Operations Service Team Manager-VP

Join to apply for the Alternative Investment Operations Service Team Manager-VP role at Morgan Stanley

We are seeking someone to join our team as Department Service Manager in Alternative Investments Operations. The Department Service Manager of Alternative Investments Operations plays a strategic leadership role within Wealth Management Operations, overseeing the operational execution, risk management, and service delivery for a diverse portfolio of alternative investment products. This includes hedge funds, private equity, real estate, exchange funds, and managed futures. Serving as a key liaison between Financial Advisors (FAs), clients, and internal stakeholders, ensuring seamless support and operational excellence.

In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships, driving strategic automation solutions by embracing a transformation mindset and challenging the status quo.

This is a VP Department Manager position at the P5 level within Client Service & Relationship Management, which is responsible for managing internal and external client relationships. We do this by engaging in client service activities, optimizing the client experience, and managing vendor/external business partner relationships.

Morgan 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.

At Morgan Stanley Columbus, we support the Firm’s global Wealth Management, Private Banking, Operations and Technology divisions. Morgan Stanley has been rooted in the Columbus community since 2003. We offer best-in-class centers of excellence to support our clients with various call centers achieving J.D. Power certification since 2018. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. There’s ample opportunity for innovation, deep learning and career progression for those who show passion and grit in their work. And we proudly give back to local nonprofit organizations in the Columbus community by offering up our unique skillsets, thousands of volunteer hours and dedicated financial support.

What You’ll Do In The Role

  • 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
  • Responsible for multiple processes across Service Operations
  • Oversee complex process management
  • Deliver PowerPoint presentations to senior management on a regular basis
  • At least 10+ years of relevant experience would generally be expected to find the skills required for this role
  • Proven ability to effectively manage and lead team members, fostering a collaborative and productive work environment
  • Bachelor\'s degree required
  • Series 99 required within 1 year of hire
  • Capacity to maintain professionalism through adverse situations
  • Ability to thrive in a fast paced and changing environment
  • Excellent written and verbal communication skills
  • Excellent reading comprehension skills
  • Excellent attention to detail and follow-up
  • Proficient in the Microsoft suite of products (Excel, PowerPoint, Word)
  • 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 in an inclusive manner
  • Influence stakeholders as needed to move forward key initiatives

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. Our Firm is differentiated by the caliber of our diverse team, while our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity 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.

Morgan Stanley\'s goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. United States (All States) It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Asia and India Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

What You Can Expect From Morgan Stanley

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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\'s goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Seniority level
  • Executive
Employment type
  • Full-time
Job function
  • Other

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