DAVID MUIR
Glasgow
Summary
Accomplished professional with expertise in customer success and strategy, specialising in client partnerships, stakeholder management, and change management. Proficient in technology and AI integration, with strong skills in data platforms, SQL, and Python to optimise usage. Demonstrates leadership through cross-functional collaboration and programme delivery, excelling in problem-solving as a team player. Committed to leveraging these competencies to drive innovation and efficiency within dynamic environments.
Overview
8
8
years of professional experience
4
4
years of post-secondary education
Work history
Regulatory Disclosure Specialist, Vice President
BlackRock
Edinburgh
2022.04 - Current
- Serve as trusted advisor to EMEA clients, building strategic, long-term partnerships and aligning solutions to organisational goals.
- Lead communication strategy, translating complex regulatory and technical outputs into clear, actionable insights for diverse stakeholders.
- Deliver cross-functional programmes across operations, technology, and product teams.
- Integrated AI tooling into core data platforms; finalist in EMEA AI innovation challenge.
- Built and scaled an offshore team in Mumbai, establishing training, quality standards, and delivery governance.
- Contribute to strategic planning processes within governance forums and steering committees to ensure effective decision-making and alignment of organisational goals.
- Drive social impact initiatives in financial literacy and STEM education via the Blackrock Network to empower communities and foster future innovation.
EMEA Regulatory Client Service Manager
Morgan Stanley
Glasgow
2018.08 - 2022.04
- Managed EMEA client relationships as primary contact for regulatory services, ensuring high-touch, proactive engagement.
- Led regulatory onboarding and change management for new clients, supporting adoption of complex systems.
- Partnered with technology teams to enhance client systems and user experience.
- Managed escalations with a consultative, solutions-oriented approach.
- Achievement: Led onboarding of a major client, contributing to a #1 broker ranking for onboarding experience.
Education
Bachelor of Arts - Finance and Economics
University of Strathclyde
Glasgow 2014.08 - 2018.07
Skills
- Customer Success & Strategy: Client partnerships, stakeholder management, change management,
- Technology & AI: AI integration, data platforms, SQL, Python, usage optimisation
- Leadership & Delivery: Cross-functional collaboration, programme delivery, problem solving, team player
Websites
ADDITIONAL INFORMATION
- Strong interest in ethical AI and mission-driven technology.
- Experience supporting financial inclusion and STEM education initiatives.
- Hands-on, proactive approach; thrives in fast-paced, ambiguous environments.
Affiliations
- Keen Golfer
- Interest in new technologies (AI)
Timeline
Regulatory Disclosure Specialist, Vice President
BlackRock
2022.04 - Current
EMEA Regulatory Client Service Manager
Morgan Stanley
2018.08 - 2022.04
Bachelor of Arts - Finance and Economics
University of Strathclyde
2014.08 - 2018.07