Franchise Client Onboarding Program Manager

Introducing Morgan Stanley at Work:

We know a lot about investing and are certain that that theres no better investment a company can make than in its employees. People dont just drive a company they are the company. So 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 loyalty and help our corporate clients attract and retain top talent. Our end-to-end offering spans Equity Financial Wellness and Retirement Solutions. Plus we provide all employees with Financial Empowerment so they have the knowledge tools and support needed to make the most of their workplace financial benefits.

What youll be part of our Morgan Stanley at Work culture:

At Morgan Stanley at Work we walk the talk. We have created a place for our employees to learn achieve and 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 players and 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.

Shareworks by Morgan Stanley and Equity Edge Online (EEO) are key offerings within our Equity Solutions pillar. These offerings combine cutting-edge technology outstanding client service streamlined administration and global plan management. Shareworks provides 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.

Franchise Client Onboarding Program Manager Responsibilities:

The Franchise Client Onboarding Program Manager will be part of the U.S. Public Equity Solutions group within the Morgan Stanley at Work organization. U.S. Public Equity Solutions service group is responsible for the engagement onboarding and day to day service management of corporate clients and their equity administration plan terms and associated service offerings. 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 multiple concurrent projects that are often large and complex. 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 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 Franchise Client Onboarding Program 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 best-in-class and client-focused yet firm approach.
• Using established tools & processes act as the key contact between new clients and internal stakeholders to establish project requirements and timelines

• Engaging in scoping and requirements gathering understanding customer requirements 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 assess risks and facilitate communication and negotiation.
• Providing regular reporting to applicable managers executive team and the client as required.
• Auditing monitoring and leading the correction process to ensure project and resource data is maintained consistently in accordance with standards and methodologies.
• 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

Qualifications:

• 5 years experience in stock plan benefits and/or financial services
• 3 years experience project management experience
• Strong client engagement skills with Fortune 500 companies
• Bachelors degree in Business Finance or similar field is preferred
• Project Management Professional designation strongly preferred
• Certified Equity Professional designation preferred
• In depth knowledge of Equity Compensation
• Brokerage Industry Knowledge preferred
• Ability to travel up to 10% of the time
• Leadership: Able to take charge and lead projects with minimal supervision or follow-up. Leads by example and models exceptional project management and corporate citizenship for the broader team
• Business Knowledge: Exhibits depth of knowledge relative to equity plan administration and recordkeeping software applications

• Analytical Skills: Utilizes well-developed problem-solving skills necessary to research and trouble shoot inquiries through continual interaction with all departments.
• Decisiveness: Able to make good quality decisions based on a mixture of analysis wisdom experience and judgment.

• Program & Project Management/ Support: Shows strong organization skills and project management disciplines. Reflects a strong understanding of the project management knowledge areas including scope definition schedule development resource planning quality control team development communications and risk management.
• Communication: Has excellent written and verbal communication skills necessary to Interact with external clients and internal stakeholders
• Client Relationship Building: Demonstrates ability to meet customer needs in a timely manner building productive customer relationships and taking personal responsibility for customer satisfaction and loyalty.
• Customer Focus: Clearly maintains a Customer Focus and is dedicated to meeting the expectations and requirements of both internal and external customers.

• Resilience: Able to work under periods of high pressure with tight timeframes. Able to maintain composure under high stress situations. Maintains positive demeanor and able to ease tension.

• Shareworks/Equity Edge Online and/or relative administrative software knowledge a plus
• Salesforce and Jira application knowledge a plus
• Strong knowledge and use of MS Office (Project Word Excel Visio PowerPoint Access & Outlook)

While we thank all applicants for their interest please note that only those individuals selected for an interview will be contacted.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first doing the right thing leading with exceptional ideas committing to diversity and inclusion and giving back - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll find an opportunity to work alongside the best and the brightest in an environment where you are supported and empowered. 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. Theres also ample opportunity to move about the business for those who show passion and grit in their work.

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Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential.