Director, Fund Services – Investor Experience

Morgan Stanley

. Partner with the Head of Investor Experience to develop and execute the Investor Experience strategy .

Posted 10/6/2026full-timeNew York City • New York • United StatesLead💰 $95,000 - $190,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Investor Services and Fund Administration, with a strong focus on data analysis, project management, and stakeholder collaboration to enhance the investor experience. Proficient in translating complex data into actionable insights and developing management reporting to drive strategic initiatives.

Highest-signal resume keywords

Investor Services ExperienceData Analysis and VisualizationProject Management SkillsStrong Communication SkillsStrategic Problem-Solving

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisAdvanced ExcelManagement ReportingData VisualizationBusiness Intelligence ToolsAI Tools KnowledgeInvestor Lifecycle UnderstandingRegulatory Compliance KnowledgeOperational Control EnvironmentComplex Data Set Management

Soft Skills

Relationship ManagementCollaboration SkillsIntellectual CuriositySound JudgmentInitiative

Industry Keywords

Alternative Asset ServicingFinancial ServicesInvestor Experience StrategyInvestor Journey ImprovementCross-Functional CollaborationStakeholder EngagementWorkflow ImprovementServicing ModelsInvestor Pain PointsProcess Inefficiencies

About the role

Key responsibilities & impact

Partner with the Head of Investor Experience to develop and execute the Investor Experience strategy
Identify opportunities to improve the end-to-end investor journey, service quality, efficiency and scalability
Develop and maintain a data-driven understanding of the MSFS investor population, including profiles, activity, transaction patterns, behaviors and servicing trends
Build and maintain Investor Experience metrics, statistics, dashboards and management reporting
Translate complex data into actionable insights and recommendations
Source, organize, validate and analyze large and complex data sets from multiple systems
Identify trends, emerging issues and opportunities requiring further action
Develop and execute targeted initiatives for nominee investors, wealth management platforms, intermediaries and other significant investor populations
Engage investor organizations and internal stakeholders to improve workflows, information exchange and servicing models
Partner with Investor Services and collaborate across AML, FATCA/Tax, Documentation, Operations, Technology and other relevant teams
Bring together cross-functional subject-matter experts to address investor pain points and process inefficiencies
Coordinate Investor Experience projects from concept through implementation, including workplans, milestones and success measures
Facilitate working groups, manage dependencies and drive stakeholders toward decisions and execution
Provide hands-on support and coordination for large, complex or strategically important investors when appropriate

Requirements

What you’ll need

Meaningful experience in Investor Services, Fund Administration, alternative asset servicing or a related financial services discipline
Strong understanding of the end-to-end investor lifecycle and the operational, regulatory and control environment supporting alternative investment funds
Demonstrated ability to work with large and complex data sets from multiple sources
Advanced Excel skills
Experience developing management reporting and presentations
Experience with data visualization, business intelligence and analytical tools highly desirable
Working knowledge of AI and generative AI tools is a significant plus
Strong project management and execution skills
Strong strategic and problem-solving capabilities
Excellent written and verbal communication skills
Strong relationship-management and collaboration skills
Demonstrated initiative, intellectual curiosity, sound judgment and ownership

Benefits

Comp & perks

Comprehensive employee benefits and perks
Benefits supporting employees and their families throughout their work-life journey
Opportunities for internal mobility across the business
Incentive compensation
Discretionary bonuses
Other short- and long-term incentive packages
Morgan Stanley-sponsored benefit programs