Morgan Stanley

Participation Education Consultant, AVP

Morgan Stanley • $88K — $105K *
Alpharetta, GA 30022In-Person
Finance & Insurance
Less than 5 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent
  • 2-5 years in stock plan equity, program coordination, or project management
  • Proven ability to manage high-volume requests and deadlines
  • Exceptional organizational and project management skills
  • Excellent written and verbal communication skills
  • Experience with webinar platforms like Zoom or Webex (preferred)
  • Strong reporting and analytical capabilities

Responsibilities

  • Oversee intake and triage of education requests for the Education team
  • Manage education assignments and workflow to ensure timely execution
  • Serve as primary point of contact for scheduling webinars
  • Submit session creation requests with accurate details to Shared Support Services
  • Communicate schedule changes and updates to stakeholders
  • Support operational education tools and monitor performance
  • Identify opportunities for process optimization and efficiency

Benefits

  • Collaborative work environment focused on process improvement
  • Opportunities for professional development and training
  • Exposure to a wide range of stakeholders and roles within the company
  • Engagement with multi-client programs that enhance educational outreach
  • Dynamic work pace that stimulates growth and adaptability
Full Job Description
The AVP, Participant Education Consultant reports into the Morgan Stanley at Work Participant Education Manager. This role serves as the primary point of contact (POC) and is responsible for managing the end-to-end coordination of education requests including serving as the key point of contact for webinar scheduling and broad-based multi-client education programs, partnering closely with internal teams and business stakeholders to drive timely execution, clear communication, and continuous process improvement. The candidate should be highly organized, proactive, and process-oriented with strong communication skills and the ability to manage multiple priorities in a dynamic environment.

RESPONSIBILITIES
  • Oversee the intake and triage of education requests for the Education team, including coordinating follow-ups with stakeholders and proactively obtaining missing or incomplete information
  • Manage the education assignments and workflow, ensuring timelines, milestones, materials, and logistics are tracked and executed effectively
  • Serve as the primary point of contact (POC) for webinar scheduling / re-scheduling for all education requests and primary owner of the broad-based multi-client programs
  • Submit team session creation requests to Shared Support Services (SSS) upon date/time confirmation, ensuring all required details are complete, accurate, and aligned to established intake standards
  • Proactively communicate schedule changes, updates, and potential risks to the Education team and relevant business partners, ensuring timely alignment and smooth execution
  • Own and support operational education "agents" and enablement tools (e.g., post-event reporting, reporting analyst outputs, deck generation, templates), including monitoring performance, gathering enhancement requests, prioritizing updates, and coordinating change implementation with Shared Services and other partners
  • Collaborate with the team to continuously identify opportunities to streamline, standardize, and optimize processes to improve efficiency, quality, and stakeholder experience


REQUIREMENTS
  • Bachelor's degree, or equivalent
  • 2-5 years of relevant experience in stock plan equity, program coordination/scheduling, project management, or a related consultant role
  • Demonstrated ability to manage high-volume intake processes, prioritize competing requests, and drive work to completion under deadlines
  • Strong organizational and project management skills with exceptional attention to detail
  • Excellent written and verbal communication skills; ability to coordinate across stakeholders, drive follow-ups, and escalate risks appropriately
  • Experience supporting webinar platforms (e.g., Zoom Webinars, Webex, Teams Live Events or similar), including troubleshooting and advising on best practices (preferred)
  • Strong reporting and analytical skills, including experience producing recurring weekly/monthly reporting packages and responding to ad hoc requests
  • Proven ability to identify process gaps and implement workflow improvements that increase efficiency and consistency
  • Comfortable working in a fast-paced, evolving environment; self-starter with strong problem-solving skills


To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

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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