Company Profile: Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Morgan Stanley Wealth Management (MSWM) has over 7 trillion under management and is one of the worlds largest networks of Financial Advisors. The Digital Solutions group within MSWM is responsible for transformational platform strategies that provide better tools for our Financial Advisors, support staff, and our clients. 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. Division Profile: The Wealth Management Platforms organization manages digital platforms and experiences across the Advisor, Workplace and Direct channels, ensuring that our capabilities lead the industry and are delivered and integrated seamlessly. Position Summary: 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. JOB DESCRIPTION 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
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