Morgan Stanley

Advance Solutions Project Specialist, AVP

Morgan Stanley$80K — $95K *
Sandy, UT 84092In-Person
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in business administration, finance, or related field.
  • 2+ years in equity compensation administration or a comparable role.
  • Proficient in MS Office; knowledge of MS Access is a plus.
  • Experience in client-facing roles with strong customer service skills.
  • Excellent organizational skills to handle multiple projects.
  • Strong verbal and written English communication; other languages are a plus.
  • Familiarity with equity-related accounting and compliance is beneficial.

Responsibilities

  • Execute projects across Automation, Data Analysis, Corporate Action, and Administrative support.
  • Provide expertise on equity compensation practices and trends to clients.
  • Deliver timely, accurate responses to client inquiries and requests.
  • Collaborate with internal teams and external vendors to implement solutions for clients' equity compensation plans.
  • Drive successful project outcomes and contribute to product development.

Benefits

  • Work in a dynamic and fast-paced environment with opportunities for growth.
  • Collaborate with a diverse team of professionals.
  • Engage in continuous improvement and learning.
  • Opportunity to develop expertise in equity compensation and related fields.
Full Job Description
Advanced Solutions Project Specialist role:

The Project Specialist will play a pivotal role in the Advanced Solutions organization. The role is responsible for managing end-to-end projects for corporate clients and internal partners, focusing on operational support across equity administration platforms (EEO and SW).

Reporting to an Advanced Solutions Manager, the Project Specialist ensures efficient and accurate execution of various projects (dependent on team services): automation, data conversion, process management, administration, or execution of assigned clients' equity compensation programs. The role will require the rapid understanding of each client's equity compensation plans to provide best in class services while on assignment.

The ideal candidate is technically proficient and possesses strong project management and communication skills. They excel in building relationships with clients, colleagues, and stakeholders, driving successful project outcomes and contributing to process enhancement and product development. With a focus on adaptability and continuous improvement, the Project Specialist thrives in a fast-paced environment and takes ownership of their responsibilities to ensure client success and satisfaction.

Responsibilities:

  • Successful execution of assigned projects across various disciplines such as Automation, Data Analysis, Corporate Action, and Administrative support.
  • Provide expertise in equity compensation practices, trends, and programs to clients.
  • Support client relationship and service management by delivering timely and accurate responses to requests for information.
  • Collaborate with internal stakeholders (Product, Onboarding, Client Success Management, Implementation, etc) and external (e.g. Third Party vendors and channel Partners) to implement automated and integrated solutions in support of client requirements for their equity compensation plans.


Qualifications:

  • Bachelor's degree in business administration, finance, or a related field.
  • Minimum 2+ years of experience in equity compensation administration or a related field.
  • Solid Proficiency in software and web applications, including MS Office suite (Word, Excel, PowerPoint), with a willingness to learn new tools as necessary. Familiarity with MS Access is a plus.
  • Experience in customer service or client-facing roles, demonstrating the ability to understand and address client needs effectively.
  • Strong organizational skills with the ability to multitask and manage multiple projects simultaneously.
  • Excellent verbal and written communication skills in English, with additional languages as an asset.
  • Familiarity with equity-related accounting, tax, and legal concepts, with a willingness to learn and comply with international regulations.
  • Ability to work effectively in a team environment, collaborate with colleagues, and adapt to changing priorities.
  • Enthusiastic and flexible individual comfortable with learning and working in a fast-paced environment.
  • Familiarity with stock plan administration systems such as Equity Edge Online, Shareworks or Global Intelligence is preferred but not required.
  • Certification such as CEP Level 1 is desirable but not required.


While we thank all applicants for their interest in a career with Morgan Stanley at Work, please note that only those individuals selected for an interview will be contacted.

About Morgan Stanley

Morgan Stanley Investment Management are active managers of capital, working to outperform the market and deliver results for their clients. Morgan Stanley Investment Management's long-tenured professionals apply their experience and expertise across public and private markets, in single-sector, multi-asset and custom solutions.

Morgan Stanley Careers

Joining Morgan Stanley today means becoming part of a global team dedicated to strengthening communities, pioneering innovation, and fostering diversity. As a leading global financial services firm, Morgan Stanley offers unparalleled job opportunities, career growth, and a culture of leadership that together create an exceptional employment experience. Work You’ll Do At Morgan Stanley, you will collaborate with knowledgeable professionals to drive innovation and deliver solutions in financial services. Our team is composed of diverse, talented individuals who bring their unique skills and perspectives to work every day, setting the standard for leadership in the global market. Morgan Stanley is not just a company; it's a place where ambitious, creative, and skilled individuals can build a rewarding career. Here, you can experience the benefits of a vibrant culture dedicated to professional growth and diversity training. Internship Programs Kickstart your career with Morgan Stanley’s internship programs. These positions offer invaluable industry insights and professional experience to students and recent graduates. Interns at Morgan Stanley gain hands-on experience, working alongside seasoned experts in a dynamic, supportive environment. Innovation and Professional Growth We believe in the power of innovation to solve complex problems and encourage our team to think differently and act boldly. Morgan Stanley supports your career development through comprehensive training, development programs, and leadership workshops, ensuring that every employee has the tools they need to succeed. Join Our Team Explore the various job opportunities at Morgan Stanley, from entry-level positions to executive roles. We are hiring individuals who are passionate about finance and eager to contribute to a team that values integrity, excellence, and a forward-thinking mindset. Enhance your skills through our networking events, mentorship opportunities, and ongoing professional development. Stay Connected Keep up to date with the latest from Morgan Stanley Careers by subscribing to our job alert emails. Tailor your preferences to receive updates about new postings, career tips, and exclusive insights from our team leaders. Apply Now Ready to take the next step in your career? Search open positions that match your skills and interests on the Morgan Stanley Jobs portal. Prepare your resume, refine your interview techniques, and join a company that values innovation and leadership. At Morgan Stanley, we’re not just building careers—we’re developing leaders. Discover how far your talents can take you by joining our team today.
Learn more about Morgan Stanley
Size
77,000 employees
Market Cap
$144.1 billion
Industry
Net Income
$10.9 billion
Founded
1935
5 Year Trend
+10%
Revenue
$52 billion
NASDAQ

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