Full-Time

Director – Client Onboarding and Regulatory Services

Change, Analytics & Strategy

Posted on 8/1/2025

Deadline 9/30/25
Morgan Stanley

Morgan Stanley

10,001+ employees

Global financial services; wealth management

No salary listed

Mumbai, Maharashtra, India

In Person

Category
Legal & Compliance (1)
Required Skills
Agile
SCRUM
Data Analysis
Requirements
  • Experience of managing projects, or exposure to the end-to-end project lifecycle, or managing substantial parts of the project lifecycle
  • Knowledge and experience of working within a structured project management framework
  • Experience in Agile Scrum Development preferred. Have a knowledge of testing life cycle
  • Strong verbal and written communications skills with an ability to express complex technical concepts in business terms and to report to management
  • Strong analytical and problem-solving skills
  • Organizational effectiveness – establish relationships and manage stakeholder groups
  • Strong prioritization skills to balance key priorities and arrive at decisions to balance cost vs benefits
  • Intellectually curious, growth mindset
  • Strong experience working in an agile team
  • Certification either as a Product Owner or Scrum Master
Responsibilities
  • Guide a squad to deliver system and functional changes in timely and efficient manner, and in-line with the team strategy
  • Develop and maintain plans that include the end state vision, strategic and tactical initiatives, and product backlogs
  • Manage sprints from idea creation through deployment including identifying client need, designing and validating concepts, developing epics and user stories, and managing to a budget
  • Develop comprehensive user stories documentation and lead overall execution with Technology and Testing partners
  • Participate in requirements elaboration and design sessions with Operations and technology partners. And socialize requirements with stakeholders across the organization and escalate issues as needed
  • Ensure the complete and accurate documentation of processes & procedures related to the changes delivered by the squad
  • Build relationships and gain consensus with key partners and clients
  • Develop and deliver effective presentations to senior management, product teams, and project teams
  • Develop metrics to measure KPIs, usage patterns, and other relevant analytics
Desired Qualifications
  • Experience in Agile Scrum Development preferred.

Morgan Stanley is a global financial services firm offering investment banking, securities, wealth management, and investment management services to individuals, families, institutions, and governments. It helps clients raise, manage, and distribute capital through advisory services, asset management, trading, and financing activities, with revenue from advisory fees, asset management fees, trading commissions, and interest income. The company differentiates itself through its large, worldwide platform that provides a full suite of services across markets and client segments, a focus on client needs and long-term relationships, and a strong emphasis on institutional expertise and capital markets capabilities. Its goal is to help clients achieve their financial objectives by delivering tailored financial solutions and maintaining enduring client partnerships.

Company Size

10,001+

Company Stage

IPO

Headquarters

New York City, New York

Founded

1935

Simplify Jobs

Simplify's Take

What believers are saying

  • AI automation can deepen client stickiness in equity compensation administration workflows.
  • The workplace strategy covers $1.2 trillion in assets, supporting cross-sell opportunities.
  • Direct AI connectivity can reduce client operating costs and speed adoption.

What critics are saying

  • External AI agents increase data-exposure and unauthorized-action risk across workplace platforms.
  • A compromised rollout would damage trust and slow adoption across administration clients.
  • Public analyst misses on Dell and NetApp weaken Morgan Stanley research credibility.

What makes Morgan Stanley unique

  • Morgan Stanley combines investment banking, wealth management, and workplace stock-plan administration.
  • Its workplace platform spans ShareWorks and Equity Edge for 3,400 administration clients.
  • The firm is opening these platforms to external AI agents using MCP.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Health Savings Account/Flexible Spending Account

Unlimited Paid Time Off

Paid Vacation

Paid Sick Leave

Paid Holidays

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Mental Health Support

Wellness Program

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