Onboarding Engagement Project Manager, AVP
Core
Manage end-to-end onboarding projects for corporate clients implementing Stock Plan Administration and Employee Broker Services on Morgan Stanley at Work equity platforms.
Role type
Senior IC project manager (financial services/equity administration)
Builds
Client onboarding and implementation of equity administration solutions
Domain
Financial services / Equity compensation administration
Deliverable
client delivery
Required skills
Project management, client engagement, equity compensation knowledge, stock plan benefits, risk management, stakeholder communication, requirements gathering, schedule enforcement
Preferred skills
PMP certification, Certified Equity Professional, brokerage industry knowledge, Shareworks/Equity Edge Online experience, Salesforce/Jira proficiency
Technologies
Shareworks, Equity Edge Online, Salesforce, Jira
Responsibilities
Serve as primary contact for corporate clients during onboarding; establish project requirements and timelines with internal stakeholders; scope and gather customer requirements; assign and direct work of team members; enforce project schedules and deadlines; lead project reviews to assess risks and facilitate communication; provide regular reporting to managers and clients; audit and monitor project data consistency; resolve issues and conflicts internally and with clients.
Seniority
Senior, hands-on IC