Morgan Stanley

Automation Solutions Project Management, VP

Morgan Stanley • $150K — $180K *
Alpharetta, GA 30022In-Person
Finance & Insurance
5 - 7 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • Bachelor's Degree in Business, Finance, or related experience preferred
  • 5+ years of experience in equity compensation administration or payroll management
  • Hands-on experience with API integrations and/or SFTP-based interfaces
  • Background in customer service or a client-facing role
  • Strong organizational skills with multitasking abilities
  • Excellent verbal and written communication skills
  • Ability to identify and proactively resolve potential risks
  • Knowledge of equity-related accounting, tax, and legal concepts

Responsibilities

  • Own delivery of integration efforts for automated personnel data feeds
  • Serve as SME for equity management systems like Shareworks and Equity Edge Online
  • Provide project management support managing milestones and stakeholder communications
  • Create and maintain detailed project plans and status logs
  • Interact closely with cross-functional teams to document system requirements
  • Coordinate integration testing and identify potential integration risks
  • Manage relationships with third-party vendors and client departments

Benefits

  • Opportunity to work within a specialized Automation Solutions Practice
  • Exposure to high-level client interactions and strategic problem-solving
  • Collaborative role involving cross-functional teamwork
  • Work with leading customization technologies in equity compensation administration
  • Potential for travel to client sites within the industry
Full Job Description
Automation Solutions Project Maanagement Role:

This role is part of the Automation Solutions Practice within the Onboarding group of the Morgan Stanley at Work organization. The project management role executes projects to establish complex automated API or SFTP data feeds using between various vendor systems (payroll, HR, and global tax mobility) for client employee stock plans and requires a combination of strategic and analytical problem solving, coupled with execution capability. Success in this role requires a blend of technical integration subject matter expertise, structured project management, and client/vendor leadership. The ideal candidate is a self-starter who can translate business requirements into integration designs, manage cross-functional delivery, and drive issues to resolution in a fast-paced, client-facing environment.

What you'll do in the role:

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.
  • Providing project management support and leadership, managing project milestones, ongoing status updates, and communications to key stakeholders
  • Creating and maintaining a detailed project plan and open items log for project monitoring purposes.
  • Interacting closely with cross-functional teams to collect, clarify, and document system requirements
  • Coordinating and support integration testing activities while identifying integration risks.
  • Partnering with external client departments (e.g., Payroll, Human Resources, Executive Compensation, Finance, Relationship Management, IT, etc.) to implement automated and integrated solutions
  • Managing third party engagements (e.g., Service Providers, Payroll Vendors, etc.) with new and existing client base
  • Provides equity compensation information and knowledge of practices, trends, and programs to clients
  • Liaises with internal Morgan Stanley at Work business partners (Product, Client Success Management, Implementation) to help create strategic solutions for clients


What you bring to the role:
  • Bachelor's Degree in Business, Finance, or related experience is preferred
  • 5+ 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
  • Ability to proactively identify potential risks and issues and develop 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
  • Ability and willingness to travel up to 10%
  • CEP Level 1 preferred


While we thank all applicants for their interest, 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
Finance & Insurance
Net Income
$10.9 billion
Founded
1935
5 Year Trend
+10%
Revenue
$52 billion
NASDAQ
MS
* Ladders Estimates

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