EMEA Client Onboarding Manager - Director/AVP
CompanyMorgan Stanley
Location
Glasgow, Scotland, United Kingdom
Employment TypeFull-time
Posted At6/4/2026
UK Visa Sponsorship Analytics
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Occupation TypeFinancial accounts managers
Occupation Code Skill LevelHigher Skilled
Sponsorship Salary Threshold
£44,700
(£22.92 per hour)
Occupation rate applies
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Description
We are seeking an experienced Client Onboarding / Transition Management / Client Implementation professional to join the Operations division as a Client Onboarding Manager. This role sits within the Client Onboarding team and 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.
Operations partners with business units across the Firm to support financial transactions, devise and implement effective controls, and develop trusted client relationships. Within this, Client Operations supports key franchises including commercial Derivatives Clearing, Prime Brokerage, ISG Margin and broader Institutional Securities-enabling the Firm's largest and most sophisticated clients to access new products, markets and services. We work closely with Sales & Trading stakeholders and Technology and Data partners to plan capacity, deliver bespoke solutions and raise service standards. A strong onboarding experience is central to winning and retaining business, and this role is pivotal in ensuring new and expanding client relationships launch smoothly, safely and on schedule.
The Clearing Client Onboarding team partners closely with Institutional Equity Derivatives Sales & Trading and our clients to deliver daily onboarding activity, implement new products and services, and reduce risk through well-designed processes and controls. We coordinate the many building blocks required to onboard and support cleared and listed derivatives business-spanning legal and documentation setup, credit and risk assessments, client identification and due diligence, market and regulatory readiness, operational and technology entitlements, downstream static data, reporting and client communications. As a Director-level Team Specialist, you will be expected to take ownership of complex onboarding outcomes, guide teammates, and proactively identify opportunities to simplify and transform how we deliver onboarding at scale.
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
Operations partners with business units across the Firm to support financial transactions, devise and implement effective controls, and develop trusted client relationships. Within this, Client Operations supports key franchises including commercial Derivatives Clearing, Prime Brokerage, ISG Margin and broader Institutional Securities-enabling the Firm's largest and most sophisticated clients to access new products, markets and services. We work closely with Sales & Trading stakeholders and Technology and Data partners to plan capacity, deliver bespoke solutions and raise service standards. A strong onboarding experience is central to winning and retaining business, and this role is pivotal in ensuring new and expanding client relationships launch smoothly, safely and on schedule.
The Clearing Client Onboarding team partners closely with Institutional Equity Derivatives Sales & Trading and our clients to deliver daily onboarding activity, implement new products and services, and reduce risk through well-designed processes and controls. We coordinate the many building blocks required to onboard and support cleared and listed derivatives business-spanning legal and documentation setup, credit and risk assessments, client identification and due diligence, market and regulatory readiness, operational and technology entitlements, downstream static data, reporting and client communications. As a Director-level Team Specialist, you will be expected to take ownership of complex onboarding outcomes, guide teammates, and proactively identify opportunities to simplify and transform how we deliver onboarding at scale.
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.
> Understanding existing onboarding scope and requirements (products, markets, entities, account structures and operating model choices).
> 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.
What you'll bring to the role;
> Experience onboarding complex institutional clients (e.g., multi-entity structures, multiple trading venues/clearing relationships, or cross-product expansions).
> Familiarity with operating models spanning front-to-back workflows, including handoffs to downstream teams and ongoing service management.
> Experience producing and presenting onboarding MI (e.g., pipelines, KPIs, risk and exception reporting) to management audiences.
> Experience contributing to change initiatives such as new product/market launches, regulatory programmes, control uplift, or workflow automation.
> The ideal candidate would be expected to have at least 5 years' relevant experience to the role
What You Can Expect From Morgan Stanley
> Understanding existing onboarding scope and requirements (products, markets, entities, account structures and operating model choices).
> 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.
What you'll bring to the role;
> Experience onboarding complex institutional clients (e.g., multi-entity structures, multiple trading venues/clearing relationships, or cross-product expansions).
> Familiarity with operating models spanning front-to-back workflows, including handoffs to downstream teams and ongoing service management.
> Experience producing and presenting onboarding MI (e.g., pipelines, KPIs, risk and exception reporting) to management audiences.
> Experience contributing to change initiatives such as new product/market launches, regulatory programmes, control uplift, or workflow automation.
> 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.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Certified Persons Regulatory Requirements
If this role is deemed a Certified role and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.
Flexible work statement
Interested in flexible working opportunities? Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more.
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.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Certified Persons Regulatory Requirements
If this role is deemed a Certified role and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.
Flexible work statement
Interested in flexible working opportunities? Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more.
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.