About Morgan Stanley
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethics. We can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Role Details
Client Onboarding & Regulatory Data Services (CORDS) is an Operations division responsible for delivering the firm’s regulatory client onboarding, refresh and screening obligations across the client lifecycle.
KYC Refresh supports critical regulatory requirements across local and global jurisdictions through a rigorous control framework designed to verify client identity, validate business activity and maintain high standards of risk management and data integrity.
Morgan Stanley is seeking a high-calibre, seasoned Executive Director to lead the Population & Schedule Management (PSM) and Event Driven Review (EDR) organisation across Mumbai and Bangalore. This is a significant operational leadership role with accountability for the strategy, performance, control environment and organisational capability of two critical components of the KYC Refresh lifecycle. The successful candidate will set a clear direction, lead through an experienced management team, exercise sound judgement on complex risk and delivery matters, and build a high-performing organisation capable of delivering sustained, controlled outcomes at scale.
In parallel, the role will serve as the Mumbai Executive Director Site Lead for Data & Document Refresh (DDR). The site leadership mandate is to provide visible senior leadership, strengthen connectivity across the Mumbai DDR community, sponsor talent and culture priorities, and ensure local matters are represented and escalated effectively. The role does not own the global DDR governance function.
Morgan Stanley is seeking an experienced and highly credible Executive Director to lead the KYC Refresh Governance function in Mumbai. This role has responsibility for driving disciplined first-line governance across one of the firm's most critical regulatory control programmes. The successful candidate will partner closely with senior stakeholders across Operations, Business Units, Financial Crime and regional leadership teams to strengthen execution transparency, manage regulatory delivery risk and shape the future governance model for KYC Refresh.
The leadership mandate
Set the strategic direction and operating model for PSM and EDR across Mumbai and Bangalore, translating the wider KYC Refresh agenda into clear priorities, accountabilities and measurable outcomes.
Lead, inspire and hold accountable a multi-location organisation through an effective leadership team, creating the conditions for consistently strong delivery, informed decision-making and disciplined execution.
Own the performance and control environment for PSM and EDR, ensuring population management, scheduling and event-driven activity are delivered accurately, transparently and within applicable regulatory and operational requirements.
Act as the senior decision-maker and escalation point for material operational, client, people and control matters, bringing clarity to ambiguity and ensuring risks are contained and resolved at the appropriate level.
Shape the future capability of the functions by simplifying the operating model, strengthening management information, modernising controls and sponsoring automation and data-led transformation.
Build deep leadership and subject-matter capability across both locations through succession planning, targeted development, mobility, cross-training and clear standards for performance and conduct.
What…