Onboarding Project Manager, AVP

Introducing Morgan Stanley At Work: We know a lot about investing and are certain that there’s no better investment a company can make than in its employees. People don’t just drive a company, they are the company. So 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 and retain top talent. Our end-to-end offering spans 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.

About the Role

The Onboarding Project Manager will be part of the U.S. Public Equity Solutions group within the Morgan Stanley at Work organization. This group is responsible for the engagement, onboarding, and day-to-day service management of corporate clients and their equity administration plan terms and associated service offerings. The candidate will work cross-functionally toward the successful end-to-end delivery of onboarding projects, ensuring timely and accurate completion. The role involves building relationships with both immediate and cross-functional teams and thriving in a fast-paced, evolving environment. This position focuses on all aspects of client readiness and support as they move through the full lifecycle of implementation activities onto the Morgan Stanley at Work equity administration platforms.

This role is responsible for managing several concurrent projects, including the implementation of Stock Plan Administration and Employee Broker Services for corporate clients. The Project Manager will manage the client relationship, ensuring team members understand and perform their responsibilities, maintain high client satisfaction, and continuously assess project risks. This highly visible position involves interacting with individuals internally and externally at all levels of the organization.

Responsibilities

• Serve as the primary contact for assigned corporate clients throughout the onboarding process, maintaining a client-focused yet firm approach.
• Act as the key contact between new clients and internal stakeholders using established tools and processes to establish project requirements and timelines.
• Engage in scoping and requirements gathering, understanding customer requirements, and relaying them to the onboarding technical specialist or software development team where appropriate.
• Establish and meet 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 schedule, processes, risks, and facilitate communication and negotiation.
• Provide regular reporting to applicable managers, the executive team, and the client as required.
• Audit, monitor, and lead the correction process to ensure project and resource data is maintained consistently in accordance with standards and methodologies.
• Actively participate in the resolution of issues and conflicts, internally as well as with clients and other vendors; escalate issues in an appropriate, timely, and tactful manner.

Requirements

• 2+ years’ 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 is preferred.
• PMP Certification or in process of working towards 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: Able to take charge and lead projects with minimal supervision or follow-up. Leads by example and models the way for the broader team.
• Business Knowledge: Exhibits depth of knowledge relative to equity plan administration and recordkeeping software applications.
• Analytical Skills: Utilizes well-developed problem-solving skills necessary to research and troubleshoot inquiries through continual interaction with all departments.
• Decisiveness: Able to make good quality decisions based on a mixture of analysis, wisdom, experience, and judgment.
• Program & Project Management/Support: Shows strong organization skills and project management disciplines. Reflects a strong understanding of project management knowledge areas including scope definition, schedule development, resource planning, quality control, team development, communications, and risk management.
• Communication: Has excellent written and verbal communication skills necessary to interact with external clients and internal stakeholders.
• Client Relationship Building: Demonstrates ability to meet customer needs in a timely manner, building productive customer relationships and taking personal responsibility for customer satisfaction and loyalty.
• Customer Focus: Clearly maintains a customer focus and is dedicated to meeting the expectations and requirements of both internal and external customers.
• Resilience: Able to work under periods of high pressure with tight timeframes. Maintains composure under high-stress situations, a positive demeanor, and can ease tension.
• Shareworks/Equity Edge Online and/or relative administrative software knowledge a plus.
• Salesforce and Jira application knowledge a plus.
• Strong knowledge and use of MS Office (Project, Word, Excel, Visio, PowerPoint, Access & Outlook).

Benefits

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.

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. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.