Global Intelligence & Tax Solutions Implementations Manager, VP

Morgan Stanley•Calgary, AB

16d

About The Position

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. The Global Intelligence Organization is a cloud service that provides legal and tax information to companies that offer stock as part of their employees’ compensation across multiple countries. Our industry-leading application is designed to simplify the complexities of equity plan management, while helping employees realize the full potential of their benefits. The Global Intelligence & Tax Solutions Implementations Manager plays a lead role in delivering our Global Intelligence and Tax products and services to our current and prospective clients. The role requires a subject matter expert in global tax and tax mobility for global share plans and an expert in Global Intelligence and Shareworks tax tools. The role focuses on implementing multi-national clients on our suite of product offerings, mentoring people across the organization, including the implementations Specialists, Associates and Shareworks service teams, and evolving and improving our implementation process. A key part of the role will be looking at ways to streamline our existing processes, to increase the capacity of Tax Mobility implementations so we can reach a greater number of clients. This will include establishing a process for Global Intelligence products to be implemented as part of the initial client Onboarding, ensuring this is structured and sustainable providing for a positive client experience.

Requirements

In-depth knowledge of Shareworks and Tax Mobility preferred, including hands on familiarity with all steps in implementing and testing the Tax Mobility module, importing client data, and configuring client reports.
Strong process focus with demonstrated ability to organize and manage a client queue to ensure predictable start and finish dates while ensuring high levels of client satisfaction.
Bachelor’s degree in business, finance, or any other related area required.
Highly tech-oriented person capable of understanding complexities of Software as a Service (SaaS).
Incredible attention to detail.
Fluency in both oral and written English is required; additional spoken and written languages are an asset.
Team player mentality and place a high value on building strong relationships.
Comfortable delivering effective presentations to a variety of audiences at all levels across different media and deploying differing styles.
Demonstrated competency with common technology and technical concepts, including: Software as a Service (SaaS), Microsoft Excel.
Knowledge of Shareworks is an asset.
Comfortable in a fast-paced and evolving environment which includes ongoing learning and training opportunities.
Desire to contribute to the growth of the business, our platform and our user’s experience.
Passion for leading people, leveraging individual team members strengths to meet and exceed team goals.

Nice To Haves

Qualified lawyer or accountant desirable but not required.
Line management experience beneficial.

Responsibilities

Implement new clients as per their contracted services and products – including working closely with clients to understand their needs, rules and policies, and implement the tools to accurately reflect them.
Serve as the first point of contact when onboarding new clients and provide training, which includes: explaining product functionalities and capabilities, demonstrating product set up and educating on to how to maximize benefits from using the platform.
Manage the implementations pipeline to allow accurate forecasting of start and completion dates and determine team velocity.
Train and mentor implementations team members to help them become self-sufficient in client implementations and ensure a common set of practices are used across the team.
Define and refine the implementations process to improve both accuracy and efficiency of client implementations, and smooth transition to service teams after go live.
Work across the organization to identify and implement improvements in team efficiency, including working with other teams and utilizing automation tools.
Feed client requirements and market trends into the Shareworks development roadmap to ensure Shareworks remains a disruptive force with leading technology in the regulatory, compliance and tax space.
Educate the broader Shareworks by Morgan Stanley organization on the operation and maintenance of Tax Mobility, including service and sales teams.
Collaborate and communicate with internal and external stakeholders to ensure full understanding of tax legislation, tax rules and mobility rules around the globe.
Use knowledge of tax legislation, tax policies and mobility rules to build on and refine information on the Global Intelligence Platform and in Shareworks.
Share knowledge and expertise both with colleagues and with professional contacts through participation in industry events.