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EMEA Client Onboarding Manager - Director/avp

Own end-to-end onboarding of EMEA clients across derivatives and clearing at scale
Glasgow, Scotland, United Kingdom
Senior
16 hours agoBe an early applicant
Morgan Stanley

Morgan Stanley

Global financial services firm providing investment banking, securities, wealth management, and investment management to corporations, governments, and individuals worldwide.

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Client Onboarding Manager

We are seeking an experienced Client Onboarding / Transition Management / Client Implementation professional to join the Operations division. This role focuses on onboarding EMEA clients across Equities products, with particular emphasis on Listed Derivatives and OTC Clearing. You will act as a primary coordinator and problem solver through the end-to-end onboarding lifecycle-partnering with Sales & Trading, Credit, KYC, Legal, Documentation, Regulatory and downstream operations teams-to deliver controlled, timely client launches, strengthen the client experience, and continuously improve processes through data, automation and AI-enabled tooling.

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:

  • 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.
  • 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 either using traditional process improvements or AI tooling.

What you'll bring to the role:

  • Delivery under pressure: proven 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 across the majority of day-to-day responsibilities, escalate effectively, and take accountability for end-to-end delivery.
  • Clear communication: strong written and verbal communication skills, including the ability to translate 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 that balance client needs, operational readiness and control requirements.
  • Continuous improvement mindset: demonstrable interest in improving processes through 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.

The ideal candidate would be expected to have at least 5 years' relevant experience to the role.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that's differentiated – and we've done that for 90 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.

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EMEA Client Onboarding Manager - Director/avp
Glasgow, Scotland, United Kingdom
Customer Success
About Morgan Stanley
Global financial services firm providing investment banking, securities, wealth management, and investment management to corporations, governments, and individuals worldwide.