Onboarding Project Manager, AVP

We know a lot about investing and are certain that there’s no better investment a company can make than in its employees. People don’t just drive a company; they are the company. When people work at their best, companies do too. Morgan Stanley at Work, a division of Morgan Stanley Wealth Management, provides workplace financial solutions that build employee financial confidence, foster loyalty, and help our corporate clients attract and retain top talent. Our end-to-end offering spans Equity, Financial Wellness, and Retirement Solutions. Plus, we provide all employees with Financial Empowerment, so they have the knowledge, tools, and support needed to make the most of their workplace financial benefits.

What you’ll be part of – our Morgan Stanley at Work culture:

At Morgan Stanley at Work, we walk the talk. We have created a place for our employees to learn, achieve and grow – a place for people to build a career where you can thrive both personally and professionally. We are passionate about exceeding our clients’ expectations and helping them succeed. We are fearless in taking on new challenges that deliver exceptional results. We believe amazing things can happen when we work together in an environment where everybody has a true sense of belonging and their ideas are heard. 

We value differences and are committed to providing a work environment where our people can do their best work. We look for people who are problem solvers, empathetic listeners, team players, and inclusive leaders. We are committed to your growth and development, and your entire employee experience. We recognize that our people and culture are the keys to our success. We invite you to explore how you can be an integral part of our team.

Shareworks by Morgan Stanley and Equity Edge Online® (EEO) are key offerings within our Equity Solutions pillar. These offerings combine cutting-edge technology, outstanding client service, streamlined administration, and global plan management. Shareworks provides clear and actionable ways to make equity plans more personal, so employees at all levels of a company can fully experience the many benefits of shared ownership. It simplifies the complexities of equity plan management, while helping employees realize the full potential of their benefits. As its name implies, Equity Edge Online gives companies an edge in equity plan management. It delivers powerful functionality that elevates performance and efficiency, motivating workforces to realize the full value of their awards and benefits – no matter where they are on their financial journey.

Onboarding Project Manager Responsibilities

The Onboarding Project Manager will be part of the Global Equity Solutions group within the Morgan Stanley at Work organization. The Global Equity Solutions team is responsible for the engagement and onboarding of corporate clients and their equity administration information. The candidate will work cross-functionally towards a goal of successful end-to-end delivery of onboarding projects, bringing a willingness to do what it takes to get onboarding projects done in a timely and accurate manner. The candidate will build exceptional relationships with both immediate and cross-functional teams and thrive in a fast-paced and evolving environment focusing on all aspects of client readiness and support for clients as they move through the full lifecycle of implementation activities onto the Morgan Stanley at Work equity administration platforms.

This position is responsible for the successful management of concurrent projects. Projects include the implementation of Stock Plan Administration and Employee Broker Services for corporate clients in a timely and high-quality fashion. The Project Manager will manage the client relationship during the Onboarding period, ensuring that they and other team members understand and perform their responsibilities, maintain a high level of client satisfaction and continuously assess project risks. 

This highly visible position involves interacting with a variety of individuals internally and externally and at all levels of the organization. Candidate must be driven and a self-starter, be organized and detail-oriented, and have excellent communication skills.

The Onboarding Project Manager

Responsible for the successful end-to-end delivery of Client Onboarding projects, including but not limited to:

• Serving as the primary contact for assigned corporate clients throughout the onboarding process, maintaining a client-focused, yet firm approach.
• Using established templates, tools & processes, act as the key contact between new clients and internal stakeholders to establish project milestones and timelines.   
• Engaging in scoping and requirements gathering, understanding customer needs and relaying them back to the onboarding technical specialist and / or software development team where appropriate.
• Establishing and meeting goals, assigning and directing the work of others, and managing multiple requests with minimal direction.
• Enforcing project schedules, deadlines and standards.
• Leading project reviews to assess schedule, process, risks and facilitate communication and coordination.
• Providing regular status reports to applicable managers, executive team, and the client, as required.
• Actively participating in resolution of issues and conflicts, internally as well as with clients and other vendors where appropriate; escalating issues in an appropriate, timely, and tactful manner.
• Lead client engagements as the front-line Subject Matter Expert, translating IPO and equity compensation best practices into clear, actionable guidance for corporate stakeholders.
• Leverage AI-enabled capabilities to modernize the Project Management toolset, automating routine workflows to optimize client outcomes.

• BS / BA degree (or equivalent education, training, and experience).
• Minimum of two years’ experience managing software and/or implementation projects with a high level of client interaction (or equivalent experience in a Technical Customer Service role).
• Proven track record in successfully handling multiple projects with competing priorities. Ability to multi-task and reprioritize activities with minimal supervision.
• Strong communicator with excellent written and verbal communication skills. 
• Proficiency with Microsoft Excel, Microsoft Word, Microsoft Powerpoint.
• Proficiency with equity compensation management software (Equity Edge Online or Shareworks).
• Proficiency with CRM and Project Management toolsets (Salesforce and TaskRay, preferred).
• Equity Compensation Associate (ECA), Certified Equity Professional (CEP) designation, or Project Management Professional (PMP) preferred.
• Brokerage Industry Knowledge, preferred.
• Ability to travel up to 10% of the time.

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.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

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.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.