Onboarding Data Architect, AVP

Morgan Stanley•Alpharetta, GA

About The Position

The Onboarding Data Architect is part of the Global Equity Solutions group within Morgan Stanley at Work. Global Equity Solutions engages, onboards, and provides day-to-day service management for corporate clients and their equity administration plan terms and associated services. The role coordinates cross-functionally to deliver onboarding projects from start to finish, supporting client readiness throughout the lifecycle of onboarding to Morgan Stanley at Work equity administration platforms. The position manages several concurrent projects, including onboarding Stock Plan Administration and Employee Broker Services for corporate clients, and requires timely, accurate work that meets or exceeds client expectations. The role configures equity administration software based on defined requirements and project plans, prepares and validates client data, coordinates technical questions, and serves as a subject matter expert on best practices. It also works with developers and technical and process teams on platform configuration, system issues, testing, quality control, and process improvements. The position interacts with people at multiple organizational levels and requires strong organization, communication, attention to detail, adaptability, and the ability to understand complex software and business concepts. Morgan Stanley describes a collaborative and inclusive culture focused on client service, employee growth, belonging, and professional development. The company states that it offers comprehensive employee benefits and perks, though specific benefits are not enumerated in the posting.

Requirements

Bachelor’s 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 requiring coordination with varied stakeholders.
Experience with data migration or managing and manipulating large amounts of data, which may be ambiguous.
Strong, broad technical background and a solid understanding of system concepts and operational feasibility within existing systems.
Excellent planning and organizing skills, including scoping task duration and difficulty, setting objectives, adjusting for 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 exceptional customer experiences.
Track record of successfully handling multiple projects at once, multitasking, and reprioritizing with little supervision.
Excellent written and oral communication skills.

Nice To Haves

Basic understanding of equity and employee benefit plans.
CEP certification.
Exposure to or experience with agile methodologies and environments.
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 or more years of experience.
For Level III: CEP Level 2, Shareworks Certified Master, or EEO Class of Training; 3 or more years of experience.
For Solution Specialist: CEP Level 3, Shareworks Certified Master, or EEO Class of Training; 7 or more years of experience.

Responsibilities

Complete multiple onboarding projects in a timely, high-quality manner that meets or exceeds client expectations.
Configure Morgan Stanley at Work equity administration software according to client requirements and equity compensation plan data.
Use project workflows and checklists to manage project deliverables.
Review and extract historical client data; format it for completeness and accuracy; create grammar formats; upload data to the platform; and compare client data with platform output to verify alignment and balances.
Coordinate project details and technical queries with onshore stakeholders.
Serve as a subject matter expert and promote best practices with internal stakeholders.
Stay current on new products and enhancements and their integration into applications and operations.
Build relationships with software developers and technical experts to facilitate advanced configuration requests and platform development when 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.