We're seeking someone to join our team as a Vice President in Wealth Management Operations to lead a large, on-site loan processing organization where you'll drive modernization, partner directly with the Business, and own end-to-end execution while transforming how mortgage operations deliver for clients.
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 Manager position at Vice President level within the Product Support & Services, which is responsible for providing transaction support and managing post execution processes.
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.
This role provides on-site leadership for loan processing operations, overseeing a team of approximately 20+ mortgage loan processors with a clear mandate to drive modernization and continuous improvement-not simply maintain traditional mortgage practices. The leader partners closely with Business stakeholders to consistently exceed client expectations.
The individual is accountable for end-to-end execution across the loan processing lifecycle, from intake through document collection, condition clearing, and pipeline management. The role emphasizes efficient workflows, strong service-level performance, and consistent adherence to established procedures, while actively challenging legacy ways of working.
Responsibilities include coaching and performance management, coverage planning, and oversight of Order Services (OS) and Conditions Support Tasks (CST), while serving as a primary escalation point. In partnership with internal stakeholders, the role supports resolution of complex files, Quality Control issues, and risk and compliance expectations, while reinforcing a strong, accountable site culture.
What you'll do in the role:
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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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Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
Morgan Stanley is a global financial services firm offering a complete range of financial services to a large and diversified group of clients and customers, including governments, corporations, institutions and individuals throughout the world. The talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity and excellence. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and to grow.