Vice President, Client Services (Operations Manager) - Parametric at Morgan Stanley

Job description

ABOUT MORGAN STANLEY Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com. ABOUT PARAMETRIC Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what is important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings. This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week. ABOUT THE TEAM The Client Relations Group (CRG) at Parametric builds meaningful relationships with clients by closely collaborating with sales teams and internal partners to deliver exceptional client service for accounts and client activities. CRG is comprised of teams and functions including Client Service (client relationship building and service), Client Experience (special client service initiates to support the client experience), Contract Management (manage contract lifecycle and record retention), and Client Operations (new account workflow, activities, billing, and audit/oversight). ABOUT THE ROLE The VP - Manager, Operations (Client Service) is responsible for leading Parametric's global Client Service function, overseeing a team of approximately 45 professionals across the U.S. and India. This role is accountable for the delivery of a consistent, high-quality client service experience across Parametric's separately managed account platform. The individual will operate as a leader of leaders, driving the strategy, execution, and continuous improvement of the client service model. This includes ownership of team performance, service delivery standards, operational efficiency, and cross-functional alignment. This role is not directly client-facing in a production capacity, but serves as a senior escalation point and is responsible for ensuring the Client Service team delivers best-in-class support to clients and partners. The Manager will partner closely with Sales, Product, and Operations leadership to enhance the client experience, scale the operating model, and support the continued growth of the business. This position is designed for a senior VP-level leader preparing to take on broader executive responsibilities. PRIMARY RESPONSIBILIES Team & Organizational Leadership Lead and develop a global Client Service organization (~45 professionals) across the U.S. and India, including direct oversight of managers and senior team leads Operate effectively within a global structure with dotted line reporting; driving alignment and consistency across regions Build and sustain a high-performance culture focused on accountability, development, and continuous improvement Service Delivery & Operating Model Ownership Own and evolve the client service delivery model, ensuring consistent, scalable support across client segments and strategies Establish and monitor key performance indicators (KPIs) including service levels, quality, and productivity Ensure an effective day-to-day operating environment capable of supporting a growing and increasingly complex business Operational Excellence & Transformation Identify and lead initiatives to improve workflows, enhance efficiency, and reduce operational risk Partner with technology and operations teams to evaluate and implement tool