ABOUT MORGAN STANLEY

　　Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com.

　　ABOUT PARAMETRIC

　　Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings.

　　This role is part of Parametric's hybrid working model, which includes working in the office 2-3 days a week and choosing to work remotely or in the office the remaining days of the week.

　　ABOUT THE TEAM

　　Client Relations Group (CRG) is a department within Parametric's Operations division. CRG?s mission is to seamlessly manage all operational aspects of client instructions: from opening an account to all the subsequent account processing.

　　The department works closely with all areas within Parametric to deliver client service excellence, notably Sales, Trading, Portfolio Managers, Technology, and other Operations teams. The department is approximately 120 staff members working in 3 main groups called Client Operations, Client Service, and Contracts.

　　ABOUT THE ROLE

　　The primary responsibility of the Mumbai Manager, Client Relations Group (CRG) is to lead and supervise the local Client Service and Client Operations staff, monitoring performance and coaching, and developing tactical & strategic solutions to ensure the long-term success of the department.

　　The local CRG team will consist of approximately 6 client operations and client service staff, with the central goal to achieve operational excellence as part of the broader CRG department based in the USA. The Manager will also work closely with other Operations teams across the organization on several key operational initiatives. Additionally, this position will work closely with the broader CRG management team on all aspects of operational performance.

　　PRIMARY RESPONSIBILITIES

　　Lead an effective day to day business operating environment capable of supporting a growing and complex business model.

　　Act as a point of escalation for Mumbai CRG team members on all related processes

　　Develop a full working knowledge of the firm's structure, key personnel and organizational policies and procedures, in addition to a functional knowledge of a professional services environment.

　　Coordinate error resolutions with the Operations, Portfolio Management and Trading teams.

　　Develop and implement necessary workflow/process enhancements to drive more leverage and efficiency within the business model.

　　Review existing level of technology support for the team; determine and coordinate implementation of improvements.

　　Ensure all compliance controls are in place and rigorously enforced. Work closely with the broader CRG management team to better ensure adherence to all regulations.

　　Provide coaching and mentoring to team members.

　　Facilitate workload distribution.

　　Partner with other departments to build a working relationship and improve business model.

　　Hire, supervise and evaluate the performance of the team

　　QUALIFICATIONS

　　JOB REQUIREMENTS

　　Skill Set: Required Experience: 9+ years / 3-5 years supervisory experience / financial services industry

　　Primary Skills

　　Bachelor's (4-year) degree with concentration in finance, accounting, or similar field preferred

　　9+ years of related Operations experience in a financial services organization with 3-5 years of managing teams of at least five or more employees.

　　Proficient with MS Office and the ability to learn additional software programs.

　　Strong organizational skills.

　　Ability to multi-task.

　　Strong Experience in strategic planning and execution.

　　Strong communicator with exemplary interpersonal, management, writing, and editing skills.

　　Strong attention to detail and accuracy.

　　Pragmatic and well-grounded while also exhibiting creativity and resourcefulness.

　　Strong project management and influencing skills.

　　Collaborative in their interaction with colleagues across the firm regardless of function or level; a team player.

　　Highly motivated and hardworking, with a passion for excellence.

　　Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services.

　　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).