Automation Solutions Project Management, AVP
Morgan Stanley at Work is dedicated to enhancing employee financial confidence and fostering loyalty through comprehensive workplace financial solutions. Our offerings include:
Equity Solutions: Combining cutting-edge technology, outstanding client service, streamlined administration, and global plan management.
Advanced Solutions: Providing support for Stock Plan Administration, data and automation, reporting, tax and legal compliance, and subject matter expertise in equity administration.
Global Intelligence: Offering global legal and tax information related to equity compensation and assisting companies with tax withholding obligations.
Automation Solutions
The Automation Solutions Practice within the Onboarding group of Morgan Stanley at Work focuses on establishing complex automated API or SFTP data feeds between various vendor systems (payroll, HR, and global tax mobility) for client employee stock plans. This role requires a blend of strategic and analytical problem-solving skills, coupled with execution capability.
What You'll Do
In this role, you will:
Own delivery of all aspects of integration efforts, including serving 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 to ensure integrations support operational needs.
Manage 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 to implement automated and integrated solutions.
Provide equity compensation information and knowledge of practices, trends, and programs to clients.
Liaise with internal Morgan Stanley at Work business partners to help create strategic solutions for clients.
What You Bring To The Role
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 and/or SFTP-based interfaces.
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%.
What You Can Expect From Morgan Stanley At
Morgan Stanley is committed to creating a diverse and inclusive workplace where individuals are supported and empowered. We offer competitive benefits and perks, opportunities for professional growth, and a supportive environment for employees and their families. For more information on our commitment to diversity and inclusion, visit our website.