Onboarding Project Manager, AVP

About the Role

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 and retain top talent. Our end-to-end offering spans Equity, Financial Wellness, and Retirement Solutions, along with Financial Empowerment tools to support employees in maximizing their workplace financial benefits.

The Onboarding Project Manager will be part of the U.S. Public Equity Solutions group, responsible for the engagement, onboarding, and day-to-day service management of corporate clients and their equity administration plan terms. This role focuses on the successful end-to-end delivery of onboarding projects, working cross-functionally to ensure timely and accurate implementation of Stock Plan Administration and Employee Broker Services. The position involves managing client relationships, maintaining high client satisfaction, and assessing project risks in a fast-paced, evolving environment.

Responsibilities

• Serve as the primary contact for assigned corporate clients throughout the onboarding process, maintaining a client-focused approach.
• Act as the key contact between new clients and internal stakeholders to establish project requirements and timelines using established tools and processes.
• Engage in scoping and requirements gathering, understanding customer needs and relaying them to technical specialists or software development teams.
• Establish and meet project goals, assign and direct the work of others, and manage multiple requests with minimal direction.
• Enforce project schedules, deadlines, and standards.
• Lead project reviews to assess schedules, processes, risks, and facilitate communication and negotiation.
• Provide regular reporting to managers, the executive team, and clients as required.
• Audit, monitor, and lead correction processes to ensure project and resource data aligns with standards and methodologies.
• Actively participate in resolving issues and conflicts internally, with clients, and with other vendors; escalate issues appropriately and tactfully.

Requirements

• 2+ years of experience in stock plan benefits and/or financial services.
• Strong client engagement skills with Fortune 500 companies.
• Bachelor’s degree in Business, Finance, or a similar field (preferred).
• PMP Certification or in process of working toward its completion.
• Certified Equity Professional designation (strongly preferred).
• In-depth knowledge of Equity Compensation.
• Brokerage Industry Knowledge (preferred).
• Ability to travel up to 10% of the time.

Skills

• Leadership: Ability to take charge and lead projects with minimal supervision; leads by example.
• Business Knowledge: Exhibits depth of knowledge in equity plan administration and recordkeeping software applications.
• Analytical Skills: Utilizes well-developed problem-solving skills to research and troubleshoot inquiries through interaction with all departments.
• Decisiveness: Makes high-quality decisions based on analysis, wisdom, experience, and judgment.
• Program & Project Management: Demonstrates strong organizational skills and project management disciplines, including scope definition, schedule development, resource planning, quality control, team development, communications, and risk management.
• Communication: Excellent written and verbal communication skills for interacting with external clients and internal stakeholders.
• Client Relationship Building: Ability to meet customer needs in a timely manner, build productive relationships, and take personal responsibility for satisfaction and loyalty.
• Customer Focus: Dedicated to meeting the expectations and requirements of both internal and external customers.
• Resilience: Works effectively under high pressure with tight timeframes, maintains composure in stressful situations, and eases tension.
• Knowledge of Shareworks/Equity Edge Online and/or related administrative software (a plus).
• Salesforce and Jira application knowledge (a plus).
• Strong proficiency in MS Office (Project, Word, Excel, Visio, PowerPoint, Access, and Outlook).

Benefits

At Morgan Stanley, we offer some of the most attractive and comprehensive employee benefits and perks in the industry, supporting employees and their families at every point along their work-life journey. There is also ample opportunity to move within the business for those who demonstrate passion and grit in their work.

Pay

For New York only: Expected base pay rates for the role will be between $100,000 to $140,000 per year at the commencement of employment. Base pay is determined on an individualized basis and is part of a total compensation package that may also include commission earnings, incentive compensation, discretionary bonuses, other short- and long-term incentive packages, and other Morgan Stanley-sponsored benefit programs.