Morgan Stanley

Onboarding Project Manager, AVP

Morgan Stanley • $90K — $120K *
Calgary, AB T1Y 7M8In-Person
Finance & Insurance
Less than 5 years of experience
1 month ago
Job Overview by Ladders

Qualifications

  • BS/BA degree or equivalent experience
  • At least 2 years managing software/implementation projects with client interaction
  • Track record of managing multiple projects with competing priorities
  • Strong written and verbal communication skills
  • Proficient in Microsoft Excel, Word, and PowerPoint
  • Experience with equity compensation management software
  • Familiarity with CRM and Project Management tools

Responsibilities

  • Serve as the primary contact for corporate clients throughout onboarding
  • Act as the key liaison between clients and internal stakeholders to set project timelines
  • Engage in requirements gathering to understand and relay customer needs
  • Establish goals, direct work, and manage multiple requests with minimal direction
  • Enforce project schedules and standards
  • Lead project reviews to assess progress, risks, and communication
  • Provide regular status updates to management and clients
  • Participate in issue resolution and escalation as necessary
  • Lead client engagements as a Subject Matter Expert on equity compensation
  • Utilize AI capabilities to enhance project management and optimize client outcomes

Benefits

  • Opportunity to work in a fast-paced, evolving environment
  • Engage with cross-functional teams and various organizational levels
  • Participate in impactful client onboarding processes
  • Work with innovative technologies in equity administration
  • Gain visibility and recognition within a reputable financial institution
Full Job Description
Onboarding Project Manager Responsibilities:

The Onboarding Project Manager will be part of the Global Equity Solutions group within the Morgan Stanley at Work organization. The Global Equity Solutions team is responsible for the engagement and onboarding of corporate clients and their equity administration information. The candidate will work cross-functionally towards a goal of successful end-to-end delivery of onboarding projects, bringing a willingness to do what it takes to get onboarding projects done in a timely and accurate manner. The candidate will build exceptional relationships with both immediate and cross-functional teams and thrive in a fast-paced and evolving environment focusing on all aspects of client readiness and support for clients as they move through the full lifecycle of implementation activities onto the Morgan Stanley at Work equity administration platforms.

This position is responsible for the successful management of concurrent projects. Projects include the implementation of Stock Plan Administration and Employee Broker Services for corporate clients in a timely and high-quality fashion. The Project Manager will manage the client relationship during the Onboarding period, ensuring that they and other team members understand and perform their responsibilities, maintain a high level of client satisfaction and continuously assess project risks.

This highly visible position involves interacting with a variety of individuals internally and externally and at all levels of the organization. Candidate must be driven and a self-starter, be organized and detail-oriented, and have excellent communication skills.

The Onboarding Project Manager:

Responsible for the successful end-to-end delivery of Client Onboarding projects, including but not limited to:

  • Serving as the primary contact for assigned corporate clients throughout the onboarding process, maintaining a client-focused, yet firm approach.


  • Using established templates, tools & processes, act as the key contact between new clients and internal stakeholders to establish project milestones and timelines.


  • Engaging in scoping and requirements gathering, understanding customer needs and relaying them back to the onboarding technical specialist and / or software development team where appropriate.


  • Establishing and meeting goals, assigning and directing the work of others, and managing multiple requests with minimal direction.


  • Enforcing project schedules, deadlines and standards.


  • Leading project reviews to assess schedule, process, risks and facilitate communication and coordination.


  • Providing regular status reports to applicable managers, executive team, and the client, as required.


  • Actively participating in resolution of issues and conflicts, internally as well as with clients and other vendors where appropriate; escalating issues in an appropriate, timely, and tactful manner.


  • Lead client engagements as the front-line Subject Matter Expert, translating IPO and equity compensation best practices into clear, actionable guidance for corporate stakeholders.


  • Leverage AI-enabled capabilities to modernize the Project Management toolset, automating routine workflows to optimize client outcomes.


Qualifications:

  • BS / BA degree (or equivalent education, training, and experience).


  • Minimum of two years' experience managing software and/or implementation projects with a high level of client interaction (or equivalent experience in a Technical Customer Service role).


  • Proven track record in successfully handling multiple projects with competing priorities. Ability to multi-task and reprioritize activities with minimal supervision.


  • Strong communicator with excellent written and verbal communication skills.


  • Proficiency with Microsoft Excel, Microsoft Word, Microsoft Powerpoint.


  • Proficiency with equity compensation management software (Equity Edge Online or Shareworks).


  • Proficiency with CRM and Project Management toolsets (Salesforce and TaskRay, preferred).


  • Equity Compensation Associate (ECA), Certified Equity Professional (CEP) designation, or Project Management Professional (PMP) preferred.


  • Brokerage Industry Knowledge, preferred.


  • Ability to travel up to 10% of the time.

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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