Onboarding Engagement Project Manager, AVP

Role overview

What you will do

• Serve as primary contact for corporate clients through onboarding and coordinate with internal stakeholders on requirements and timelines.
• Scope requirements and relay them to onboarding technical specialists or software development teams.
• Set goals, direct work, and manage requests; enforce schedules, deadlines, and standards.
• Lead project reviews, assess schedule and risks, and facilitate communication and negotiation.
• Report to managers, executives, and clients; monitor and correct project and resource data.
• Resolve issues and conflicts with clients, internal teams, and vendors, escalating appropriately.

What you will bring

• At least two years’ experience in stock plan benefits and/or financial services.
• Strong client engagement skills, including with Fortune 500 companies.
• In-depth knowledge of equity compensation; brokerage industry knowledge is preferred.
• Ability to travel up to 10% of the time.
• Strong project management, organization, analytical, communication, and client relationship skills.
• Strong knowledge and use of MS Office, including Project, Word, Excel, Visio, PowerPoint, Access, and Outlook.

Preferred qualifications and tools

• Bachelor’s degree in Business, Finance, or a similar field is preferred.
• PMP certification or progress toward completion is requested; Certified Equity Professional designation is strongly preferred.
• Shareworks, Equity Edge Online, or related administration software knowledge is a plus.
• Salesforce and Jira knowledge are a plus.

Morgan Stanley at Work