Institutional Equity Division – Global Head of Investor Services - Morgan Stanley Fund Services (New York)

Morgan Stanley Fund Services (MSFS), part of the Institutional Equities Division, provides fund administration services for $800B+ in assets across more than 350 global hedge funds, private equity firms, and family offices. The business operates with approximately 1,400 professionals across New York, London, Glasgow, Dublin, Mumbai, Bengaluru, and Hong Kong.

MSFS is seeking a Global Head of Investor Services to lead the business’ global Investor Servicing team and platform. The role is responsible for overseeing investor servicing, transfer agency, and investor operations delivered to institutional investors across our client base. A key element of the role is direct client service and communications to attract and retain clients.

The successful candidate will manage a global team of 100+ professionals and be responsible for delivering a scalable, highly controlled, and technology-enabled investor servicing platform. This individual will serve on the MSFS leadership team and will partner closely with senior leaders across operations, technology, product development, and client coverage to support the continued growth and development of the business.

Key Responsibilities
Global Platform Leadership

• Lead and develop a global investor services organization of 100+ professionals across multiple regions.
• Establish strong leadership, governance, and operating discipline across the platform. Identify and enable the success of top talent, build a strong leadership bench.
• Partner very closely with the leadership of the MSFS Accounting client facing and operations teams to high quality, integrated-MSFS service

Investor Servicing & Operations

• Oversee all investor servicing and transfer agency activities including onboarding, AML/KYC, subscriptions, redemptions, capital calls, distributions, and investor reporting

• Ensure consistent delivery of a high-quality service model for institutional investors and fund manager clients

Client Engagement and Problem Solving

• Serve as a senior point of contact for key clients, working directly with fund managers, COOs, CFOs, and Heads of Investor Relations to address complex operational and investor servicing matters.

• Lead resolution of critical client and investor issues, coordinating across operations, technology, legal, and compliance teams as needed

• Partner with clients proactively to identify operational improvements, enhance reporting and

• transparency, and improve the overall investor experience.

• Provide strategic input to clients on best practices in investor servicing, onboarding, and regulatory processes.

• Support client retention and growth by strengthening relationships with senior client stakeholders and delivering a consistently high level of service

Risk, Controls, and Regulatory Oversight

• Maintain a robust global control environment governing investor transactions, documentation, and communications.

• Partner closely with Morgan Stanley Firmwide Legal, Compliance, and Risk to ensure adherence to regulatory and policy requirements, and development deployment of best practices

Technology and Platform Development

• Drive the evolution of investor-facing technology and digital infrastructure, including investor portals and workflow automation

• Define and dead initiatives to improve scale, efficiency, and client experience through automation and AI-enabled processing

Business Leadership

• Serve as a senior escalation point for complex client and investor matters

• Connect the dots with clients to deliver proactive client service for MSFS and the Equities Division, to monetize client relationships

• Establish clear priorities to contribute to strategic initiatives across the MSFS platform as a member of the business leadership team

Qualifications

• 15+ years of experience with hedge funds or private markets

• Ideally, deep knowledge of fund administration, investor services, transfer agency, or investor relations within

• Proven ability to lead large, global teams within complex operational environments

• Strong technical expertise in investor servicing, fund structures, and regulatory requirements including AML/KYC

• Strong executive presence and ability to engage with senior clients, investors, and internal stakeholders

• Track record of driving operational scale, platform transformation, and technology innovation

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.

Expected base pay rates for the role will be between $200,000 and $300,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

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.