Job Description

Introducing Morgan Stanley at Work:

We know a lot about investing and are certain thatthere’sno better investment a company can makethan inits employees. Peopledon’tjust drive acompany;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 andretaintop talent. Our end-to-endofferingspans 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.

Whatyou’llbe part of – our Morgan Stanley at Work culture:

At Morgan Stanley at Work, wewalkthe talk. We have created a place for our employees to learn,achieveand 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.

Shareworksby Morgan Stanleyand Equity Edge Online® (EEO)are key offerings within our Equity Solutions pillar. These offerings combine cutting-edgetechnology, outstanding client service, streamlined administration, and global plan management.Shareworksprovides 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 ProjectManagerResponsibilities:

The Onboarding ProjectManagerwill be part of theGlobalEquity Solutions group within the MorganStanley atWork organization.The Global Equity Solutions teamis responsible forthe engagementandonboardingof corporate clients and their equity administrationinformationThe 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 ina timelyandaccuratemanner. 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 StanleyatWorkequityadministration platforms.

This positionis responsible forthe successful management of concurrent projects. Projects include the implementation of Stock Plan Administration and Employee Broker Services for corporate clients ina timelyandhigh-qualityfashion. The ProjectManagerwill manage the client relationshipduring the Onboarding period, ensuring that they and other team members understand and perform their responsibilities,maintaina high levelof clientsatisfactionand 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 anda self-starter,be organizedand detail-oriented, and have excellent communication skills.

TheOnboarding ProjectManager

Responsible for the successfulend-to-enddelivery ofClient Onboardingprojects, including but not limited to:

• Serving as the primary contact for assigned corporate clients throughout the onboarding process,maintaininga client-focused, yet firm approach.

• Using establishedtemplates,tools& processes, act as the key contact between new clients and internalstakeholders toestablishprojectmilestonesand timelines  

• Engaging in scoping and requirements gathering, understanding customerneedsand relaying them back to the onboardingtechnicalspecialist andor software development team whereappropriate

• Establishing and meeting goals,assigningand directingthe work of others, and managingmultiple requests with minimal direction.

• Enforcing project schedules,deadlinesand standards.

• Leading project reviews to assess schedule, process, risks andfacilitatecommunication andcoordination

• Providing regularstatus reportsto applicable managers, executive team, and the client,asrequired

• Activelyparticipatingin resolution of issues and conflicts, internally as well as with clients and other vendors whereappropriate; escalating issues inan appropriate,timely, and tactful manner

• Lead client engagements as the front-lineSubject Matter Expert, translating IPO and equitycompensationbestpractices into clear, actionable guidance for corporate stakeholders.

• Leverage AI-enabled capabilities to modernize theProjectManagement toolset, automating routine workflows tooptimizeclient outcomes.

Qualifications:

• BS / BA degree(or equivalent education, training, and experience)

• Minimum oftwoyears’ experience managing software and/or implementation projectswitha high levelof client interaction(or equivalent experience in a Technical Customer Service role)

• Proventrack recordin successfully handling multiple projectswith competing priorities Ability to multi-task and reprioritize activities withminimalsupervision.

• Strongcommunicatorwith excellent written andverbalcommunication skills 

• Proficiencywith MicrosoftExcel,Microsoft Word, MicrosoftPowerpoint

• Proficiencywithequity compensation management software (Equity EdgeOnlineorShareworks).

• Proficiencywith CRMand Project Management toolsets (Salesforce andTaskRay, preferred)

• Equity Compensation Associate (ECA),Certified Equity Professional(CEP) designation,or Project Management Professional (PMP)preferred

• Brokerage IndustryKnowledge, preferred

• Ability to travel up to 10% of the time

While we thank all applicants for their interest, please note that only those individuals selected for an interview will be contacted.

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