Onboarding Project Manager, Avp

Morgan Stanley

Not specified; not specified; comprehensive benefi...
Manage concurrent software implementation projects
Client relationship management during onboarding
Scoping and requirements gathering for equity plans
The Onboarding Project Manager will serve as the primary contact for corporate clients, ensuring successful end-to-end delivery of equity administration implementations

Job Summary

  • The Onboarding Project Manager will serve as the primary contact for corporate clients, ensuring successful end-to-end delivery of equity administration implementations.
  • This role requires managing multiple concurrent projects involving Stock Plan Administration and Employee Broker Services while maintaining high client satisfaction.
  • Morgan Stanley at Work is committed to building a culture where employees can thrive personally and professionally through inclusive leadership and continuous growth.

Matching Summary

The Onboarding Project Manager will serve as the primary contact for corporate clients, ensuring successful end-to-end delivery of equity administration implementations.

Salary

Not specified; Not specified; Comprehensive benefits and perks in the industry

Skills & Requirements

Must-have

  • Manage concurrent software implementation projects
  • Client relationship management during onboarding
  • Scoping and requirements gathering for equity plans
  • Enforcing project schedules and deadlines
  • Leading project reviews to assess risks

Nice-to-have

  • Problem solver with empathetic listening skills
  • Inclusive leader fostering team belonging
  • Self-starter driven to exceed client expectations
  • Ability to leverage AI-enabled capabilities
  • Team player committed to diversity and inclusion

Key Requirements

  • BS/BA degree or equivalent experience
  • Minimum two years managing software/implementation projects
  • Proficiency with Microsoft Excel, Word, PowerPoint
  • Experience with Equity Edge Online or Shareworks preferred
  • Salesforce and TaskRay proficiency preferred
  • ECA, CEP, or PMP certification preferred
  • Brokerage industry knowledge preferred

Work Rights

Not specified

Tailored Resume

Cover Letter