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. This position is responsible for the successful management of several 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 or software development team where appropriate. Establishing and meeting goals, assign and direct the work of others, and manage multiple requests with minimal direction. Enforcing project schedules, deadlines and standards. Leading project reviews to assess schedule, processes, risks and facilitate communication and negotiation. 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. 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 and Microsoft Word Proficiency with equity compensation management software (Equity Edge Online or Shareworks), Salesforce and/or TaskRay, preferred Equity Compensation Associate (ECA) or Certified Equity Professional (CEP) designation, preferred Brokerage Industry Knowledge, preferred Ability to travel up to 10% of the time. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
