Automation Solutions Project Management, AVP
Morgan Stanley at Work
About the role
Within Morgan Stanley at Work Shareworks, Equity Edge Online (EEO), and Global Intelligence are key offerings within our Equity Solutions pillar. These offerings combine cutting-edge technology, outstanding client service, streamlined administration, and global plan management. The Advanced Solutions organization provides key private and public client support, including ongoing Stock Plan Administration client service on both Shareworks and Equity Edge Online, critical function support for equity administration, data and automation, reporting, tax and legal compliance, and subject matter expertise in the respective areas. The Global Intelligence team provides clients with global legal and tax information related to equity compensation and assists companies to manage their tax withholding obligations.
Responsibilities
- 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.
- Provide project management support and leadership, managing project milestones, ongoing status updates, and communications to key stakeholders.
- Create and maintain a detailed project plan and open items log for project monitoring purposes.
- Interact closely with cross-functional teams to collect, clarify, and document system requirements.
- Coordinate and support integration testing activities while identifying integration risks.
- Partner with external client departments (e.g., Payroll, Human Resources, Executive Compensation, Finance, Relationship Management, IT, etc.) to implement automated and integrated solutions.
- Manage third party engagements (e.g., Service Providers, Payroll Vendors, etc.) with new and existing client base.
- Provide equity compensation information and knowledge of practices, trends, and programs to clients.
- Liaise with internal Morgan Stanley at Work business partners (Product, Client Success Management, Implementation) to help create strategic solutions for clients.
Requirements
- Bachelor’s Degree in Business, Finance, or related experience is preferred.
- 1+ 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.
- Highly effective verbal and written communication skills in a variety of client settings.
- Proactive identification of potential risks and issues and development of 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.
- Strong teamwork skills with the ability to problem solve, learn quickly, share knowledge, and adapt to changing priorities.
- Working knowledge of 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.
- Able and willing to travel up to 10%.
Qualifications
- CEP Level 1 preferred.
Skills
- Technical integration subject matter expertise.
- Structured project management.
- Client/vendor leadership.
Benefits
- Comprehensive employee benefits and perks.
- Support for work-life journey.
- Opportunity to move around the business.
Pay
TBD
Schedule
TBD