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.
While we thank all applicants for their interest, please note that only those individuals selected for an interview will be contacted.
Onboarding Project Manager, AVP
CE QUE VOUS POUVEZ ATTENDRE DE MORGAN STANLEY:
Chez Morgan Stanley, nous levons, gérons et allouons des capitaux pour nos clients, afin de les aider à atteindre leurs objectifs. Nous le faisons d'une manière qui nous distingue des autres – et cela fait 90 ans que nous procédons ainsi. Nos valeurs – donner la priorité à nos clients, agir de manière intègre, innover grâce à des idées exceptionnelles, s’engager en faveur de la diversité et de l’inclusion, et s’investir dans la société – ne sont pas de simples convictions : elles guident les décisions que nous prenons chaque jour afin d’agir dans l’intérêt de nos clients, de nos communautés et de nos plus de 80 000 collaborateurs répartis dans 1 200 bureaux à travers 42 pays. Chez Morgan Stanley, vous aurez l'occasion de travailler aux côtés des meilleurs et des plus brillants, dans un environnement où vous bénéficierez d'un soutien et d'une grande autonomie. Nos équipes sont composées de collaborateurs infatigables et d'esprits créatifs, qui puisent leur inspiration dans la diversité de leurs parcours et de leurs expériences. Nous sommes fiers d'accompagner nos collaborateurs et leurs familles à chaque étape de leur parcours professionnel, en leur proposant des avantages sociaux et des avantages complémentaires parmi les plus attractifs et les plus complets du secteur. Il existe également de nombreuses possibilités d'évolution au sein de l'entreprise pour ceux qui font preuve de passion et de détermination dans leur travail.
Pour en savoir plus sur nos bureaux à travers le monde, veuillez copier-coller l'adresse https://www.morganstanley.com/about-us/global-offices dans votre navigateur.
