Onboarding Data Architect, AVP
Core
Configure equity administration software and manage data migration for corporate client onboarding projects.
Role type
Senior IC data architect (equity administration)
Builds
Equity administration platforms and client onboarding workflows
Domain
Financial services / Equity compensation
Required skills
Data migration, software configuration, project management, data formatting, system analysis, stakeholder coordination, quality control, process improvement, advanced Excel, agile methodologies
Preferred skills
Equity and employee benefit plans knowledge, CEP certification, Shareworks certification
Technologies
Morgan Stanley at Work equity administration software, Shareworks, Excel
Responsibilities
Configure equity administration software to reflect client plan needs, prepare and validate client data for platform upload, coordinate with stakeholders on project details, perform configuration reviews and end-to-end testing, analyze existing processes to identify improvement opportunities, ensure documentation completeness
Seniority
Senior, hands-on IC
