Onboarding Project Manager, AVP

Introducing Morgan Stanley at Work:

We know a lot about investing and are certain thattheresno better investment a company can makethan inits employees. Peopledontjust drive acompany;they are the company.When people work at their best companies do too.Morgan Stanley at Work a division of Morgan Stanley Wealth Management provides workplace financial solutions that build employee financial confidence foster loyaltyand help our corporate clients attract andretaintop talent. Our end-to-endofferingspans Equity Financial Wellnessand Retirement Solutions. Plus we provide all employees with Financial Empowerment so they have the knowledge toolsand support needed to make the most of their workplace financial benefits.

Whatyoullbe part of our Morgan Stanley at Work culture:

At Morgan Stanley at Work wewalkthe talk. We have created a place for our employees to learnachieveand grow a place for people to build a career where you can thrive both personally and professionally. We are passionate about exceeding our clients expectations and helping them are fearless in taking on new challenges that deliver exceptional believe amazing things can happen when we work together in an environment where everybody has a true sense of belonging and their ideas are heard.

We value differences and are committed to providing a work environment where our people can do their best work. We look for people who are problem solvers empathetic listeners team playersand inclusive are committed to your growth and development and your entire employee experience. We recognize that our people and culture are the keys to our success. We invite you to explore how you can be an integral part of our team.

Shareworksby Morgan StanleyandEquity Edge Online (EEO)are key offerings within our Equity Solutions pillar. These offerings combinecutting-edgetechnology outstanding client service streamlined administration and global plan management.Shareworksprovides clear and actionable ways to make equity plans more personal so employees at all levels of a company can fully experience the many benefits of shared ownership. It simplifies the complexities of equity plan management while helping employees realize the full potential of their benefits. As its name implies Equity Edge Online gives companies an edge in equity plan management. It delivers powerful functionality that elevates performance and efficiency motivating workforces to realize the full value of their awards and benefits no matter where they are on their financial journey.

Onboarding ProjectManagerResponsibilities:

The Onboarding ProjectManagerwill be part of theGlobalEquity Solutions group within the MorganStanley atWork organization.The Global Equity Solutions teamisresponsible forthe engagementandonboardingof corporate clients and their equity administrationinformation.The candidate will work cross-functionally towards a goal of successful end-to-end delivery of onboarding projectsbringing a willingness to do what it takes to get onboarding projects done ina timelyandaccuratemanner. 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 StanleyatWorkequityadministration platforms.

This positionis responsible forthe successful management of concurrent projects. Projects include the implementation of Stock Plan Administration and Employee Broker Services for corporate clients ina timelyandhigh-qualityfashion. The ProjectManagerwill manage the client relationshipduring the Onboarding period ensuring that they and other team members understand and perform their responsibilitiesmaintaina high levelof clientsatisfactionand 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 anda self-starterbe organizedand detail-oriented and have excellent communication skills.

TheOnboarding ProjectManager:

Responsible for the successfulend-to-enddelivery ofClient Onboardingprojects including but not limited to:

• Serving as the primary contact for assigned corporate clients throughout the onboarding processmaintaininga client-focused yet firm approach.

• Using establishedtemplatestools& processes act as the key contact between new clients and internalstakeholders toestablishprojectmilestonesand timelines.

• Engaging in scoping and requirements gathering understanding customerneedsand relaying them back to the onboardingtechnicalspecialist and/or software development team whereappropriate.

• Establishing and meeting goalsassigningand directingthe work of others and managingmultiple requests with minimal direction.

• Enforcing project schedulesdeadlinesand standards.

• Leading project reviews to assess schedule process risks andfacilitatecommunication andcoordination.

• Providing regularstatus reportsto applicable managers executive team and the clientas.

• Activelyparticipatingin resolution of issues and conflicts internally as well as with clients and other vendors whereappropriate; escalating issues inan appropriatetimely and tactful manner.

• Lead client engagements as the front-lineSubject Matter Expert translating IPO and equitycompensationbestpractices into clear actionable guidance for corporate stakeholders.

• Leverage AI-enabled capabilities to modernize theProjectManagement toolset automating routine workflows tooptimizeclient outcomes.

Qualifications:

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

• Minimum oftwoyears experience managing software and/or implementation projectswitha high levelof client interaction(or equivalent experience in a Technical Customer Service role).

• Proventrack recordin successfully handling multiple projectswith competing priorities. Ability to multi-task and reprioritize activities withminimalsupervision.

• Strongcommunicatorwith excellent written andverbalcommunication skills.

• Proficiencywith MicrosoftExcelMicrosoft Word MicrosoftPowerpoint.

• Proficiencywithequity compensation management software (Equity EdgeOnlineorShareworks).

• Proficiencywith CRMand Project Management toolsets (Salesforce andTaskRay preferred).

• Equity Compensation Associate (ECA)Certified Equity Professional(CEP) designationor Project Management Professional (PMP)preferred.

• Brokerage IndustryKnowledge 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.