Franchise Client Onboarding Project Manager

Introducing Morgan Stanley at Work :

We know a lot about investing and are certain that that there’s no better investment a company can make than in its employees.

People don’t just drive a company, they are the company. So when people work at their best, companies do too. Morgan Stanley at Work , a division of Morgan Stanley Wealth Management, provides workplace financial solutions that build employee financial confidence, foster loyalty and help our corporate clients attract and retain top talent.

Our end-to-end offering spans Equity, Financial Wellness and Retirement Solutions. Plus, we provide all employees with Financial Empowerment, so they have the knowledge, tools and support needed to make the most of their workplace financial benefits.

What you’ll be part of our Morgan Stanley at Work culture :

At Morgan Stanley at Work, we walk the talk. We have created a place for our employees to learn, achieve and grow a place for people to build a career where you can thrive both personally and professionally.

We are passionate about exceeding our clients’ expectations and helping them succeed. We are fearless in taking on new challenges that deliver exceptional results.

We believe amazing things can happen when we work together in an environment where everybody has a true sense of belonging and their ideas are heard.

We value differences and are committed to providing a work environment where our people can do their best work. We look for people who are problem solvers, empathetic listeners, team players and inclusive leaders.

We are committed to your growth and development, and your entire employee experience. We recognize that our people and culture are the keys to our success.

We invite you to explore how you can be an integral part of our team.

Shareworks by Morgan Stanley and Equity Edge Online® (EEO) are key offerings within our Equity Solutions pillar. These offerings combine cutting-edge technology, outstanding client service, streamlined administration, and global plan management.

Shareworks provides clear and actionable ways to make equity plans more personal, so employees at all levels of a company can fully experience the many benefits of shared ownership.

It simplifies the complexities of equity plan management, while helping employees realize the full potential of their benefits.

As its name implies, Equity Edge Online gives companies an edge in equity plan management. It delivers powerful functionality that elevates performance and efficiency, motivating workforces to realize the full value of their awards and benefits no matter where they are on their financial journey.

Franchise Client Onboarding Project Manager Responsibilities :

The Franchise Client Onboarding Project Manager will be part of the U.S. Public Equity Solutions group within the Morgan Stanley at Work organization.

U.S. Public Equity Solutions service group is responsible for the engagement, onboarding, and day to day service management of corporate clients and their equity administration plan terms and associated service offerings.

The candidate will work cross-functionally towards a goal of successful end-to-end delivery of onboarding projects bringing a willingness to do what it takes to get onboarding projects done in a timely and accurate manner.

The candidate will build exceptional relationships with both immediate and cross-functional teams and thrive in a fast-paced and evolving environment focusing on all aspects of client readiness and support for clients as they move through the full lifecycle of implementation activities onto the Morgan Stanley at Work equity administration platforms.

This position is responsible for the successful management of multiple concurrent projects that are often large and complex.

Projects include the implementation of Stock Plan Administration and Employee Broker Services for corporate clients in a timely and high-quality fashion.

The Project Manager will manage the client relationship, ensuring that they and other team members understand and perform their responsibilities, maintain a high level of client satisfaction and continuously assess project risks.

This highly visible position involves interacting with a variety of individuals internally and externally and at all levels of the organization.

Candidate must be driven and a self-starter, be organized and detail-oriented, and have excellent communication skills.

The Franchise Client Onboarding Project Manager :

Responsible for the successful end to end delivery of Client Onboarding projects, including but not limited to :

• Serving as the primary contact for assigned corporate clients throughout the onboarding process, maintaining a best-in-class and client-focused, yet firm approach.
• Using established tools & processes, act as the key contact between new clients and internal stakeholders to establish project requirements and timelines
• Engaging in scoping and requirements gathering, understanding customer requirements and relaying them back to the onboarding technical specialist and / or or software development team where appropriate.
• Establishing and meeting goals, assign and direct the work of others, and manage multiple requests with minimal direction.
• Enforcing project schedules, deadlines and standards.
• Leading project reviews to assess schedule, processes, assess risks and facilitate communication and negotiation.
• Providing regular reporting to applicable managers, executive team, and the client as required.
• Auditing, monitoring and leading the correction process to ensure project and resource data is maintained consistently in accordance with standards and methodologies.
• Actively participating in resolution of issues and conflicts, internally as well as with clients and other vendors where appropriate;

escalating issues in an appropriate, timely, and tactful manner

• 5+ years experience in stock plan benefits and / or financial services
• 3+ years project management experience
• Strong client engagement skills with Fortune 500 companies
• Bachelor’s degree in Business, Finance or similar field is preferred
• Project Management Professional designation, strongly preferred
• Certified Equity Professional designation, preferred
• In depth knowledge of Equity Compensation
• Brokerage Industry Knowledge, preferred
• Ability to travel up to 10% of the time
• Leadership : Able to take charge and lead projects with minimal supervision or follow-up. Leads by example and models exceptional project management and corporate citizenship for the broader team
• Business Knowledge : Exhibits depth of knowledge relative to equity plan administration and recordkeeping software applications
• Analytical Skills : Utilizes well-developed problem-solving skills necessary to research and trouble shoot inquiries through continual interaction with all departments.
• Decisiveness : Able to make good quality decisions based on a mixture of analysis, wisdom, experience and judgment.
• Program & Project Management / Support : Shows strong organization skills and project management disciplines. Reflects a strong understanding of the project management knowledge areas including scope definition, schedule development, resource planning, quality control, team development, communications, and risk management.
• Communication : Has excellent written and verbal communication skills necessary to Interact with external clients and internal stakeholders
• Client Relationship Building : Demonstrates ability to meet customer needs in a timely manner, building productive customer relationships and taking personal responsibility for customer satisfaction and loyalty.
• Customer Focus : Clearly maintains a Customer Focus and is dedicated to meeting the expectations and requirements of both internal and external customers.
• Resilience : Able to work under periods of high pressure with tight timeframes. Able to maintain composure under high stress situations.

Maintains positive demeanor and able to ease tension.

• Shareworks / Equity Edge Online and / or relative administrative software knowledge a plus
• Salesforce and Jira application knowledge a plus
• Strong knowledge and use of MS Office (Project, Word, Excel, Visio, PowerPoint, Access & Outlook)

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence.

Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools.

We want to be the first choice for prospective employees.

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, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership / union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M / F / Disability / Vet).

Expected base pay rates for the role in the US will be between$100,000 and $180,000 USA per year at the commencement of employment.

However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.