JOB LEVEL

Associate (Professional)

TIER

P2

We are seeking a detail-oriented and collaborative professional to join our Forms Governance Team. This team is responsible for managing the lifecycle of client-facing forms and servicing content across the National New Accounts (NNA) platform. The role supports quarterly release cycles, ensures compliance with governance standards, and drives operational efficiency through structured content management.

In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is a Team Specialist position at the Director level within Client Service & Relationship Management, which is responsible for managing internal and external client relationships. We do this by engaging in client service activities, optimizing the client experience, and managing vendor/external business partner relationships.

Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

What you'll do in the role:

• Content Lifecycle Management

• Manage quarterly release cycles for forms and servicing content.

• Track and execute updates across 70 items per release.

• Collaborate with product support teams to approve revisions and enhancements.

• Governance and Compliance

• Maintain oversight of form modifications, field changes, and system settings.

• Ensure alignment with firmwide branding, security, and access protocols.

• Support risk reduction initiatives through automation and simplification.

• Stakeholder Collaboration

• Liaise with servicing teams, technical support, and leadership to coordinate updates.

• Facilitate onboarding and role transitions within servicing groups.

• Partner with transformation champions to optimize workflows and transcription processes.

• Operational Support

• Provide guidance on technical resource approvals.

• Monitor and resolve directory and cost center discrepancies.

• Coordinate team meetings and feedback loops.

What you'll bring to the role:

• 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

• Strong interpersonal, verbal, and written communication skills, with an ability to work effectively with all levels of staff and management

• Advanced problem identification, analytical and resolution skills required to support escalated issue resolution and/or oversight requirements associated with complex processes

• Strong accountability mindset taking responsibility for all work activities and personal actions

• ​Strong understanding of form governance and operational workflows.

• Experience with workflow management platforms (e.g., Workfront, Fusion) preferred.

• Excellent communication and stakeholder management skills.

• Ability to manage multiple priorities in a fast-paced environment.

• Familiarity with compliance standards and servicing protocols in financial services.

• Project management and release coordination.

• Technical aptitude in form systems and servicing platforms.

• Change management and team structuring experience.

• Proficiency in MS Office Suite and internal collaboration tools.

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.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.

For Baltimore, MD Candidates: Salary range for the position: $51,000-$83,000/ Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Internal Applicants

Internal mobility can be a way to grow your career and realize your professional potential. Typically, you must be in your position for at least 18 months and performing satisfactorily before applying for another job at the Firm. Internal applicants can find out more regarding career navigation, mobility guidelines and policy on our employee portal by clicking here.