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Head of Client Service Center – Site Lead – Wealth Management Operations
Head of Client Service Center – Site Lead – Wealth Management Operations-March 2024
Columbus
Mar 21, 2025
ABOUT MORGAN STANLEY
Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals.
10,000+ employees
Financial Services, Technology
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About Head of Client Service Center – Site Lead – Wealth Management Operations

  Company ProfileMorgan 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.

  Department ProfileOperations is one of the largest divisions in the firm and has diverse responsibilities, including correctly settling and recording millions of transactions per day, identifying and mitigating all operational risks, developing strong client relationships and partnering with technology to realize the full potential of IT and e-solutions. Throughout, the Operations department continually seeks ways to improve while actively supporting the development of new businesses, structures and markets.

  Background on the TeamGlobal Wealth Management Operations provides brokerage, investment and financial services to hundreds of thousands of individual investors. We apply our expertise in serving institutional clients to create new opportunities for people to achieve their personal financial goals. Morgan Stanley has one of the largest retail brokerage networks, with numerous worldwide representatives and retail locations. Our services are tailored to each client's investment objectives, risk tolerance, and financial needs. Products include mutual funds, stocks, bonds, and alternative investments where appropriate, as well as banking, mortgages, insurance and annuities.

  Background on the PositionLead the Wealth Management Client Services Center Columbus, OH location that supports multiple businesses: - Banking Service support: cash management, cards and lending - Online Services: mobile and online applications - Tech Training: financial advisor applications, entitlements, social media support- Manage site with 150 employees and temps

  Responsibilities- Create targeted and proactive service solutions to support the Advisor client relationship - Partner across Wealth Management and Operations to integrate established service practices- Design processes to improve first contact resolution, enhance client satisfaction, and meet clients evolving expectations- Manage day to day budget and financial landscape, identifying trends and strategic responses- Manage appropriate risk framework and control environment- Evaluate technology opportunities and expansion of delivery channels- Develop comprehensive talent initiatives that focus on all levels within service teams, including recognition programs, coaching and mentoring, and career and skills development- Partner with the Change the Bank and IT teams to drive innovation and challenge the status quo

  Qualifications-15 years management experience- A diverse leadership background in Wealth Management / Financial Services environment is strongly preferred - Deep service and operational experience, leadership and commercial insight. - Strong people leadership and results oriented- Continuous process improvement - Proven record of leading a large organization, challenging the status quo, collaboration, and people development- FINRA SIE and Series 99 preferred (required within six months of start date)

  Role is Hybrid and will require in office attendance 3x days/week.

  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).

  Job: *Other

  Title: Head of Client Service Center – Site Lead – Wealth Management Operations

  Location: Ohio-Columbus

  Requisition ID: 3244971

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