Director (AVP) - Voluntary Corporate Actions Operations

We are seeking a Voluntary Corporate Actions Director to join our team. This role is critical in managing and controlling the high levels of risk and liability inherent in voluntary corporate actions. The Team Leader will oversee custody functions for US, Canadian, and Latin American securities, ensuring accurate processing of complex, high-volume events and compliance with market deadlines.

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 an Advanced Specialist position at Director level within Core Services, which is responsible for performing and managing product-agnostic and centralized operational services across several businesses and products

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:

• Interpret and notify voluntary corporate action events daily.
• Reconcile, monitor, and post entitlements to books and records.
• Oversee solicitation of responses from client service teams, investment managers, and trading assistants.
• Ensure accurate balancing of instructions with depositories, agents, and brokers prior to deadlines.
• Utilize multiple systems for: Announcement validation, Client instruction management, Posting cash and security transactions
• Perform daily reconciliations for cash, securities, and suspense transactions.
• Respond promptly to internal and external inquiries.
• Provide guidance, training, and support to team members; act as primary resource for the Team Manager.
• Take ownership of complex or high-risk events and escalate risks when necessary.
• Understand and articulate processes and procedures clearly to the team.

What you'll bring to the role:

• Minimum 3 years in Corporate Actions.
• Skills & Competencies:
• Detail-oriented, organized, and able to multitask in a fast-paced, deadline-driven environment.
• Strong customer service skills with excellent written and verbal communication.
• Proficiency in Microsoft Office (Excel, Outlook, Word, Alteryx, UiPath).
• Analytical and mathematical aptitude.
• Expertise in DTC (Depository Trust Company) and Swift messaging for voluntary corporate actions.
• Attributes:
• Ability to verify information, exercise discretion, and make sound decisions.
• Insightful and proactive in identifying and escalating issues.
• Preferred: Series 99 Operations Professional qualification.
• At least 6 years' relevant experience would generally be expected to find the skills required for this 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.

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Expected base pay rates for the role will be between $120,000 and $172,5000 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's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).