Job Description

Aug 4, 2025

Morgan Stanley is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services.



Morgan Stanley Private Bank, National Association (MSPBNA) offers banking and lending products and services to Wealth Management's (WM) clients. The Private Banking Group (PBG) business seeks to deliver cash management and lending solutions that offer superior capabilities to our advisors and clients, with a central focus on delivery of business growth and new business development.

Position Summary:

We are seeking a U.S. Banks Business Manager AVP to support the Head of U.S. Banks Mumbai as well as the US based Business Management team. The ideal candidate embodies the firm's core values, is team oriented, will collaborate across the organization, and leads with excellence and innovation. The candidate brings knowledge of operational processes and capabilities, has experience in managing large scale initiatives with multiple stakeholders and can ensure the team progresses towards objectives and deliverables. This individual will primarily execute business management functions for the local Mumbai U.S. Banks teams. In addition, they will provide business management support for the broader U.S. Banks teams, working closely with their counterparts in New York. U.S. Banks Mumbai

Key Responsibilities:

Assist with the set-up, expansion, and management of the function, including recruiting, training, and onboarding of new staff. Work closely with the Head of India US Banks to - Plan and execute business strategies along with Bank's COO team in US Develop, maintain and track KPIs, policies, procedures, and guidelines governing the India Banks and its operations in alignment with strategic goals, regulatory requirements, and industry standards. Facilitate recruitment of employees and interns. Maintain appropriate staffing levels (recruiting, hiring, reassigning at peak times, etc.). Liaise with Finance, IT, HR, Corporate Services, Global COO teams, and WM India team to run the daily tasks Oversee strategic space management planning, budget tracking, and other logistical activities Liaise and manage senior management stakeholders, not limited to visits including key stakeholder introductions, meetings, and programming. Ensure staff receive appropriate training & development, assist in developing training plans & provide coaching where necessary. Create decks and presentations, and prepare management information for senior management Work with teams on Business Continuity Plans, GOC documentation etc. Support HR functions, including onboarding, event planning and workplace planning/business continuity planning Process and submit expense reports and maintaining detailed records for audit purposes Assist in event planning, including leadership staff meetings, speaker series, offsites, town halls, volunteer activities and social engagements

Additional Responsibilities:

Manage and track vendor task order workflow - initiation to execution Coordinate onboarding and off boarding efforts for U.S. Banks vendor staffing Request, approve, and track vendor expense invoices Monthly budget reporting inclusive of actuals and forecasting Assist in WM exercises (e.g., vendor furlough, rotational analyst), support ad hoc analytics and reporting Liaise with key business partners - BU COOs, Finance, Vendor Management, Human Resources, Legal, Product and Support teams

Skills required

6+ years of professional experience Professional experience in the financial services industry, Wealth Management, or management consulting a plus Bachelor's degree in business preferred, advanced degree a plus Expertise in MS Office (Excel and PowerPoint). Strong Excel skills for data analysis and to prepare meaningful reports/summaries from large data sets Experience in business administration, including consultant and employee onboarding, and vendor management Experience in financials and budget management for large and complex organizations with proven ability to track expenses against budget Excellent relationship management, communication, teamwork and influence skills Strong organizational skills with an ability to multitask Effectively prioritize and execute tasks in a timely manner Detail oriented, organized, self-motivated, and able to work independently as well as in a team environment Ability to work with global and cross-functional teams.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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.


Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.