We are seeking an experienced Client Onboarding / Transition Management / Client Implementation professional to join the Operations division as a Client Onboarding Manager. This role focuses on onboarding EMEA clients across Equities products, with particular emphasis on Listed Derivatives and OTC Clearing. The primary responsibility is to coordinate and problem‑solve the end‑to‑end onboarding lifecycle, partnering with cross‑functional teams to deliver controlled, timely client launches, strengthen the client experience, and continuously improve processes through data, automation and AI‑enabled tooling.
What You’ll Do in the Role
* Act as primary point of contact for Organic and SRM clients onboarding to Listed Derivatives and OTC Clearing, owning the end‑to‑end onboarding lifecycle from kickoff through go‑live.
* Understand existing onboarding scope and requirements (products, markets, entities, account structures and operating model choices).
* Coordinate account and client setup across systems and downstream functions (static data, entitlements, reporting and operational workflows), ensuring accuracy and validation prior to implementation.
* Partner with Sales & Trading, Credit, Risk, Legal and Documentation teams and other stakeholders to align client expectations, confirm target launch dates, and drive predictable delivery.
* Plan and oversee client launch communications (connectivity, reporting, allocations and post‑trade flows where applicable), resolving issues and escalating early.
* Embed strong operational risk discipline: identify and mitigate risks, document decisions/exceptions, maintain evidence, and continuously strengthen controls, checklists and handover practices.
* Engage in continuous process improvements using traditional process improvements or AI tooling.
What You’ll Bring to the Role
* Proven delivery under pressure: ability to manage multiple onboarding workstreams with tight deadlines, maintain control of details, and drive outcomes without compromising risk discipline.
* Prioritisation and ownership: ability to work independently on major day‑to‑day responsibilities, elevate issues effectively, and take accountability for end‑to‑end delivery.
* Clear communication: strong written and verbal communication skills, translating complex operational topics into concise updates for senior stakeholders and clients.
* Project and stakeholder management: ability to build structured onboarding plans, manage dependencies, and coordinate across cross‑functional teams to deliver milestones on time.
* Problem solving: strong analytical approach to identifying root cause, evaluating options, and implementing pragmatic solutions balancing client needs, operational readiness and control requirements.
* Continuous improvement mindset: interest in improving processes via data, automation and AI‑enabled tools; comfortable partnering with Technology and Data teams to evolve ways of working.
* Leadership and culture: ability to lead by example, provide constructive challenge, coach others, and act as a culture carrier by embracing the firm’s core values.
Experience and Qualifications
* At least 5 years of relevant experience in client onboarding for complex institutional clients (e.g., multi‑entity structures, multiple trading venues/clearing relationships, or cross‑product expansions).
* Familiarity with operating models spanning front‑to‑back workflows, including handoffs to downstream teams and ongoing service management.
* Experience producing and presenting onboarding MI (e.g., pipelines, KPIs, risk and exception reporting) to management audiences.
* Experience contributing to change initiatives such as new product/market launches, regulatory programmes, control uplift, or workflow automation.
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.
#J-18808-Ljbffr