Automation Solutions Integration Specialist – Vice President

Morgan Stanley

Senior Integration Specialist executing automated API and SFTP data feed projects for equity compensation. Collaborating with cross-functional teams and managing client/vendor relationships for integration efforts.

Posted 5/1/2026full-timeSandy • Utah • 🇺🇸 United StatesLeadWebsite

About the role

Key responsibilities & impact

Own delivery of all aspects of integration efforts including: Serve as the Shareworks or Equity Edge Online integration SME for automated inbound/outbound feeds supporting employee stock plan administration.
Apply working knowledge of equity compensation concepts (transactions, taxation, reporting, payroll withholding, mobility considerations) to ensure integrations support operational needs
Providing project management support and leadership, managing project milestones, ongoing status updates, and communications to key stakeholders
Creating and maintaining a detailed project plan and open items log for project monitoring purposes.
Interacting closely with cross-functional teams to collect, clarify, and document system requirements
Coordinating and support integration testing activities while identifying integration risks.
Partnering with external client departments (e.g., Payroll, Human Resources, Executive Compensation, Finance, Relationship Management, IT, etc.) to implement automated and integrated solutions
Managing third party engagements (e.g., Service Providers, Payroll Vendors, etc.) with new and existing client base
Provides equity compensation information and knowledge of practices, trends, and programs to clients
Liaises with internal Morgan Stanley at Work business partners (Product, Client Success Management, Implementation) to help create strategic solutions for clients

Requirements

What you’ll need

Bachelor’s Degree in Business, Finance, or related experience is preferred
5+ year of equity compensation administration, payroll management, or related experience
Hands-on experience with API integrations (REST concepts, authentication patterns, request/response payloads) and/or SFTP-based interfaces (encryption/PGP, file naming conventions, scheduling).
Experience in customer service and/or a client-facing role with an aptitude for understanding and responding to client needs with relevant solutions based on knowledge of businesses, products, and services
Strong organizational skills with the ability to multi-task across multiple assignments
Strong leadership skills, supporting other consultants by leading by example and creating an inclusive team environment
Highly effective verbal and written communication skills in a variety of client settings
Ability to proactively identify potential risks and issues and develop courses of action to resolve
Enthusiastic and creative individual who is comfortable with rapidly engaging in new client environments
Self-directed and results oriented by setting clear and realistic goals to address client needs and exceed service delivery expectations
Strong teamwork skills with the ability to problem solve, learn quickly, share knowledge, and adapt to changing priorities
Knowledgeable about equity-related accounting, tax, and legal concepts, both domestic and international in scope
Knowledgeable on Morgan Stanley at Work Stock Plan Platforms and/or other stock plan administration systems
Ability and willingness to travel up to 10%

Benefits

Comp & perks

Health insurance
401(k) matching
Flexible work hours
Paid time off
Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

equity compensation administrationpayroll managementAPI integrationsREST conceptsSFTP-based interfacesencryptionPGPfile naming conventionsproject managementintegration testing

Soft Skills

leadershiporganizational skillscommunication skillsproblem solvingteamworkclient servicemulti-taskingself-directedresults orientedadaptability

Certifications

Bachelor’s Degree in BusinessBachelor’s Degree in Finance