Vice President, Client Relationship Manager, Morgan Stanley Investment Management, Melbourne

Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 42 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.

Morgan Stanley Investment Management (MSIM), together with its investment advisory affiliates, has over $2 trillion in assets under management or supervision.   With over 40 years of global investment experience, MSIM strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.  MSIM offers its clients the personalized attention and service of a boutique, the intelligence and creativity of some of the brightest professionals in the industry and the global resources of Morgan Stanley.  We show unwavering commitment to investment excellence, diversity of perspective, and differentiated values. We have distinctive and highly complementary strengths in investment management and distribution.

About the Role

The Client Relationship Management (CRM) team sits within MSIM’s Distribution division and plays a core role in the support of client relationships across the full lifecycle — from onboarding through to ongoing servicing and engagement.  The team collaborates with clients and internal partners to anticipate client needs, solve challenges, and unlock the firm’s full capabilities to help them achieve their investment goals. 

We are seeking to hire a Melbourne based Vice President to work in close partnership with the existing team member, to whom the successful candidate will report. The individual will serve as a trusted partner to the Australasia Sales team, helping to deepen and support key client relationships across the region.

The role is highly collaborative and client-facing, requiring close proximity to local Sales colleagues and clients, a strong understanding of local market dynamics and regulatory requirements, and the ability to support complex client needs across segregated mandates, pooled vehicles and multiple asset classes (public and private markets).

This opportunity provides exposure to all aspects of MSIM’s business, and the successful individual will gain access to the full range of MSIM functional teams and business leads, including Investment Teams, Distribution, Legal & Compliance, Operations and Senior Management.  It is an excellent front line opportunity to join a successful team at the centre of servicing MSIM clients whilst gaining exposure to the full remit of MSIM’s products and business operations.

Key Responsibilities:

• All aspects of servicing client relationships throughout the client lifecycle including participation in pitch and due diligence meetings, client onboarding, portfolio review meetings and the resolution of daily questions and queries

• Internal stakeholder management ensuring effective communication and coordination across the organisation, with all levels of seniority

• Ownership for client matters ensuring effective cross-functional coordination, timely and effective execution and problem resolution

• Ownership and project management of client events, including onboarding, transition activities and terminations. This requires close cooperation with and between both internal and external stakeholders across all aspects of the event and multiple functions

• Facilitating client AML and KYC reviews and all other regulatory requirements, working closely with Compliance, Financial Crimes and the CRM Governance team

• Involvement with client facing projects, regulatory events and change management, including undertaking client impact assessments and managing client communications

• Ownership for driving global best practice across the client service organisation

 Qualifications, Skills & Requirements: 

• Direct experience in managing client relationships with a minimum of 3-5 years working in investment management or a related financial services organisation

• Proven ability to interact with clients and internal stakeholders at all levels and across different time zones/regions/cultures

• Strong product knowledge with an understanding of different asset classes and investment vehicles

• Clear understanding of the regulatory environment and ability to apply this to individual client situations and relationships

• High level of initiative and self-motivation with the ability to work autonomously or as part of a team

• Ability to operate effectively in a fast-paced, highly matrixed organisation with a dynamic approach to a variable and evolving workload.

• Ability to maintain discipline and control in challenging situations

• Strong negotiating and influencing skills

• Excellent communication skills, both written and verbal and an ability to distil information into an easily understandable format

• Excellent organizational skills

• Focus on attention to detail

• Familiarity with the use of AI and emerging technologies

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.