Morgan Stanley

Onboarding Project Manager – AVP

Morgan Stanley

full-time

Posted on:

Location Type: Office

Location: Alpharetta • Utah • 🇺🇸 United States

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Job Level

Lead

About the role

  • The Onboarding Project Manager will be part of the Global Equity Solutions group within the Morgan Stanley at Work organization.
  • Work cross-functionally towards a goal of successful end-to-end delivery of onboarding projects.
  • Build exceptional relationships with both immediate and cross-functional teams.
  • Focus on all aspects of client readiness and support for clients during the implementation activities.
  • Manage several concurrent projects including Stock Plan Administration and Employee Broker Services for corporate clients.
  • Ensure high level of client satisfaction and continuously assess project risks.
  • Act as the primary contact for assigned corporate clients throughout the onboarding process.

Requirements

  • 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
  • Strong communicator with excellent written and verbal communication skills
  • Proficiency with Microsoft Excel and Microsoft Word
  • Proficiency with equity compensation management software (Equity Edge Online or Shareworks), Salesforce and/or TaskRay, preferred
  • Equity Compensation Associate (ECA) or Certified Equity Professional (CEP) designation, preferred
  • Brokerage Industry Knowledge, preferred
Benefits
  • Comprehensive employee benefits and perks
  • Financial empowerment tools and support

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
project managementclient interactionimplementation projectsequity compensation management softwareMicrosoft ExcelMicrosoft WordSalesforceTaskRay
Soft skills
communicationrelationship buildingclient satisfactionrisk assessmentmulti-project management
Certifications
Equity Compensation Associate (ECA)Certified Equity Professional (CEP)