Onboarding Data Architect, AVP

Morgan Stanley•Alpharetta, GA

19h

About The Position

The Onboarding Data Architect (AVP) will be part of the Global Equity Solutions group within Morgan Stanley at Work, which manages corporate-client engagement, onboarding, and day-to-day service for equity administration plans and related offerings. The role coordinates the end-to-end delivery of multiple concurrent onboarding projects for Stock Plan Administration and Employee Broker Services, ensuring timely, accurate, high-quality implementation and client readiness throughout the onboarding lifecycle. The position configures Morgan Stanley at Work equity administration software to reflect client plan requirements, prepares and validates client data, and coordinates with onshore stakeholders and cross-functional teams. It also serves as a technical and subject-matter resource, supports platform configuration and development requests, tests and reviews configurations, resolves system and configuration issues, and identifies opportunities to improve processes and tools. The role requires strong organization, communication, analytical skills, attention to detail, and the ability to understand complex software and business concepts in a fast-paced environment.

Requirements

BS/BA degree or diploma in Data Management, Business, Finance, Sciences, or equivalent education, training, and experience.
At least three years of experience managing software and/or onboarding projects that require coordination with a variety of stakeholders.
Experience with data migration or managing and manipulating large amounts of data that may be ambiguous.
Strong, broad technical background, including a solid understanding of system concepts and operational feasibility within existing systems.
Exposure to or experience with agile methodologies and environments.
Excellent planning and organizing skills, including scoping task length and difficulty, setting objectives, adjusting to problems, and measuring performance.
Strong analytical and problem-solving skills and high attention to detail.
Ability to learn new skills quickly and motivation for continuous learning.
High accountability and dependability.
Ability to work effectively in a fast-paced environment and manage oneself.
Proven ability to succeed in collaborative, team-centric environments and deliver an exceptional customer experience.
Track record of handling multiple projects simultaneously, multitasking, and reprioritizing with little supervision.
Strong written and oral communication skills.

Nice To Haves

Basic understanding of equity and employee benefit plans.
CEP certification.
Advanced Excel skills, including formulas and functions for data manipulation.
For Level I: Shareworks Certified or EEO equivalent.
For Level II: CEP Level 1, Shareworks Certified Associate, or EEO Class of Training; 2+ years of experience.
For Level III: CEP Level 2, Shareworks Certified Master, or EEO Class of Training; 3+ years of experience.
For Solution Specialist: CEP Level 3, Shareworks Certified Master, or EEO Class of Training; 7+ years of experience.

Responsibilities

Complete onboarding projects on time, at high quality, and in a manner that meets or exceeds client expectations.
Configure equity administration software based on defined requirements and project plans to reflect client equity compensation plans and related data.
Maintain and use project workflows and checklists to manage project deliverables.
Prepare client data by reviewing and extracting historical data, formatting data for completeness and accuracy, creating grammar formats, and uploading data to the platform.
Compare client data with platform output to ensure alignment and balance.
Coordinate project details and technical queries with onshore stakeholders.
Serve as a subject-matter expert and promote best practices with internal stakeholders.
Stay current with new products and enhancements and how they integrate into applications and operations.
Build relationships with developers and technical experts to facilitate advanced platform configuration requests and platform development where appropriate.
Work with cross-functional technical and process teams to resolve system and configuration issues.
Perform configuration reviews, including end-to-end testing, and update configuration status as appropriate.
Analyze existing processes and tools to identify gaps and opportunities for improvement.
Ensure quality control of developed and modified solutions.
Ensure internal and client-facing onboarding documentation is complete and current.