Director (AVP) - Mutual Fund Services Operations jobs in United States
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Morgan Stanley · 23 hours ago

Director (AVP) - Mutual Fund Services Operations

positionBoston, MA
timeFull-time
remoteOnsite
seniorityMid Level
money$80K/yr - $115K/yr
date4+ years exp

Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. The role involves overseeing the Mutual Fund Services call center functions, managing client relationships, and ensuring exceptional service delivery to mutual fund clients.

Asset ManagementFinanceFinancial ServicesLending
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H1B Sponsor Likelynote

Responsibilities

Serve as the primary supervisor within specific line or project area with accountability to associated risks
Manage direct reports, leading 1:1s and career development, attracting and retaining high quality talent in line with our leadership commitments
Review resources to ensure adequate coverage to deliver BAU commitments, highlighting current and future needs to manager
Evaluate call quality, and monitor service levels, workloads, and staffing schedules to ensure optimal service delivery
Handle escalated shareholder and intermediary requests, offering solutions for complex financial transactions, account registration issues, and exceptions

Qualification

FINRA licensesClient relationship managementProblem-solvingDecision-makingTeam leadershipActive listeningAdaptability

Required

Ability to lead by example, work with drive and determination, adapt management style to suit individuals and ensure team is well supported with a sense of purpose
Prepared to challenge the status quo, raise concerns and/or needs of their team members
Ability to pitch communication appropriately according to the audience and demonstrate active listening skills
Culture carrier across Operations, embracing the Firm's core values and acting as a role model
Excellent problem-solving and decision-making abilities
Ability to manage multiple priorities in a fast-paced environment
At least 4 years relevant experience would generally be expected to find the skills required for this role

Preferred

FINRA licenses preferred within first year: SIE and Series 7

Benefits

Commission earnings
Incentive compensation
Discretionary bonuses
Other short and long-term incentive packages
Other Morgan Stanley sponsored benefit programs

Company

Morgan Stanley

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Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
dateFounded in 1935
location
New York, New York, USA
people-size10001+ employees
web-link
http://www.morganstanley.com

H1B Sponsorship

Morgan Stanley has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (222)
2024 (195)
2023 (173)
2022 (153)
2021 (165)
2020 (173)

Funding

Current Stage
Public Company
Total Funding
unknown
1997-02-05IPO

Leadership Team

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James Gorman
Chairman and CEO
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Wei Christianson
Co-CEO Asia Pacific
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