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Stock Plan Data Migration Specialist, AVP
Stock Plan Data Migration Specialist, AVPMorgan Stanley • Sandy, UT, US
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Stock Plan Data Migration Specialist, AVP

Stock Plan Data Migration Specialist, AVP

Morgan Stanley • Sandy, UT, US
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  • serp_jobs.job_card.full_time
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Overview

Data Architect Migration Specialist, AVP at Morgan Stanley. This role manages end-to-end projects for corporate clients and internal partners, focusing on operational support across equity administration platforms (EEO and Shareworks).

Responsibilities

  • Assist in the execution of data conversion projects both in the public and private sectors to convert from a competitor's platform into Morgan Stanley's equity administration platforms
  • Lead assigned projects, ensuring timely completion of project deliverables
  • Build and maintain strong client relationships through positive interactions during project engagements
  • Collaborate closely with various stakeholders, including Sales and Marketing, Relationship Management, Client Services, Operations, Product, and Technology, to ensure client satisfaction on all projects
  • Partner with internal project leads and product managers to develop solutions that improve efficiency, reduce time spent on repetitive tasks, and address complex client issues
  • Perform data analysis and complex reconciliations of data throughout the project lifecycle

Qualifications

  • Bachelor's degree required in business / finance or technology; computer science or related computer science experience is preferred
  • 3+ years of experience in data management within business consulting or equity compensation administration
  • Strong preference for expertise and hands-on experience with advanced ETL technologies, Robotics Process Automation, UiPath, Generative AI, Python, Dataiku or other database management software
  • Ability to proactively identify potential risks and issues, and develop effective solutions
  • Strong teamwork skills with the ability to problem-solve, learn quickly, share knowledge, multitask and adapt to constantly changing priorities
  • Working knowledge of equity-related accounting, tax, and legal concepts, both in the US and globally, is strongly preferred
  • Proven success in developing innovative solutions to complex client needs
  • Level 1 CEP certification is preferred but not required
  • Equal Employment Opportunity

    Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M / F / Disability / Vet). It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender identity or expression, sexual orientation, national origin, citizenship, disability, marital or civil partnership status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

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    Data Migration Specialist • Sandy, UT, US

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