Field Service Manager, Client Segments, Vice President, Wealth Management

The Field Service Team Manager will provide onsite leadership to a department comprised of employees who are responsible for creating and administering learning and development content, preparing metrics and analysis for various business functions and approving transactions on behalf of Wealth Management branches such as employee travel and client entertainment reimbursable costs and client asset movement requests.  This manager will work closely with the onshore manager, leveraging their specialized expertise and providing essential supervision for certain functions.   The role will report directly to the Head of WM Client Segments India.

DUTIES and RESPONSIBILITIES:

Key responsibilities may include but will not be limited to the following:

• Provide onsite leadership to team members within department, including regular performance and career conversations 
• Recruit and onboard new team members as needed
• Build key relationships with business partners onsite and onshore, specifically leadership counterparts
• Ensure team members adhere to policies and written supervisory procedures associated with their functions
• Optimize efficiency and productivity within the team and share opportunities to improve with business partners (e.g., technology improvement opportunities) 
• Ensure team members are meeting performance and quality objectives
• Complete various projects and/or assignments as needed
• Stay current on all policies and procedure changes
• Drive employee engagement and a culture of teambuilding and inclusion

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

• High School Diploma/Equivalency
• College degree preferred
• 5+ years of work experience in a field relevant to the position preferred

Knowledge/Skills

• Evidence of strong leadership capabilities or previous supervisory experience
• Excellent interpersonal and client service skills
• Effective problem solver
• Strong communication skills, written and verbal
• Detail orientated with superior organizational skills and ability to prioritize
• Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
• Strong time management skills
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced, evolving environment across multiple time zones
• Adaptable and ability to multitask
• Goal oriented, self-motivated and results driven

Reports To

• Head of WM Client Segments India

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.

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Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.