Digital Assets Vendor & Fiduciary Oversight Associate

The Digital Assets Vendor and Fiduciary Oversight Associate is a front‑line operations professional responsible for daily operations, vendor coordination, and governance for digital asset workflows. The role safeguards client experience and firm risk by executing well‑defined procedures, maintaining strong controls, and coordinating across WM Operations, Client Service, and our vendor partners.

Key Responsibilities

Oversight & Exception Management

• Oversee daily digital assets oversight support activities, including lifecycle management, reconciliations, and exception resolution.
• Maintain accurate booking and audit trails in line with WM Operations standards.

Asset Movement & Safekeeping Oversight

• Perform controls and validations related to deposits, withdrawals, wallet segregation, blockchain monitoring and key management
• Perform daily reconciliations to ensure proper safekeeping and custody of Assets, Wallets and client recordkeeping

Client Service & Escalations

• Manage client service cases escalated ensuring timely resolution and clear documentation.
• Act as liaison with internal teams and vendor partners for complex inquiries and operational issues.
• Collaborate with WM Operations, Client Service, Risk, Technology, and Finance teams; serve as operational point of contact for vendor interactions.

Risk & Control Governance

• Adhere to documented procedures and control frameworks; escalate incidents and partner with Risk/Compliance on governance requirements.
• Support business continuity activities and confirm operational readiness during BCP events.

Preferred

• Exposure to blockchain/on‑chain transactions , custody/wallet concepts, and crypto data structures.
• Experience with case management; knowledge of Power BI/Alteryx for process insight/automation (a plus).
• Background in Operations disciplines (e.g., reconciliations, money movement, SLA monitoring, metrics reporting, and outage support).

Required Skills

• Bachelor’s degree (Finance, Business, Operations, or related) or equivalent practical experience.
• 1–3 years in financial operations or reconciliation
• Strong analytical skills with a controls mindset ; demonstrated ability to investigate breaks and resolve exceptions under time pressure.
• Clear written/verbal communication; comfort engaging cross‑functional teams and documenting outcomes.
• Proficiency in Excel and case/ticketing tools; familiarity with vendor portals and operational reporting.

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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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.

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