Onboarding Engagement Project Manager, AVP

Morgan Stanley•Sandy, UT

About The Position

The Onboarding Project Manager is part of the U.S. Public Equity Solutions group within Morgan Stanley at Work. The group manages corporate client engagement, onboarding, and ongoing service for equity administration plans and associated services. The role leads the end-to-end onboarding of corporate clients onto Morgan Stanley at Work equity administration platforms, supporting client readiness throughout implementation and coordinating delivery across internal teams and external stakeholders. The Project Manager manages several concurrent projects involving Stock Plan Administration and Employee Broker Services. They own client relationships through onboarding, clarify responsibilities, maintain client satisfaction, and continually assess project risks. This visible role requires collaboration with people at all organizational levels and a self-starting, organized, detail-oriented approach with excellent communication skills.

Requirements

At least 2 years of experience in stock plan benefits and/or financial services.
Strong client engagement skills with Fortune 500 companies.
PMP certification or currently working toward completion.
In-depth knowledge of equity compensation.
Ability to travel up to 10% of the time.
Ability to lead projects with minimal supervision and follow-up.
Knowledge of equity plan administration and recordkeeping software applications.
Well-developed problem-solving skills, including researching and troubleshooting inquiries through interaction with departments.
Ability to make sound decisions using analysis, wisdom, experience, and judgment.
Strong organizational skills and project-management disciplines, including scope definition, schedule development, resource planning, quality control, team development, communications, and risk management.
Excellent written and verbal communication skills for interacting with external clients and internal stakeholders.
Ability to build productive client relationships, meet customer needs promptly, and take responsibility for customer satisfaction and loyalty.
Strong customer focus toward internal and external customers.
Ability to work under pressure and tight timeframes, maintain composure in stressful situations, and ease tension.
Strong knowledge and use of Microsoft Office applications, including Project, Word, Excel, Visio, PowerPoint, Access, and Outlook.

Nice To Haves

Bachelor’s degree in Business, Finance, or a similar field (preferred).
Certified Equity Professional designation (strongly preferred).
Brokerage industry knowledge (preferred).
Shareworks, Equity Edge Online, and/or related administrative software knowledge.
Salesforce and Jira application knowledge.

Responsibilities

Manage end-to-end delivery of client onboarding projects.
Serve as the primary contact for assigned corporate clients throughout onboarding, maintaining a client-focused but firm approach.
Use established tools and processes to coordinate between new clients and internal stakeholders, establishing project requirements and timelines.
Lead scoping and requirements gathering, understand customer requirements, and relay them to onboarding technical specialists and/or software development teams as appropriate.
Establish and meet goals, assign and direct work, and manage multiple requests with minimal direction.
Enforce project schedules, deadlines, and standards.
Lead project reviews to assess schedules and processes, assess risks, and facilitate communication and negotiation.
Provide regular reporting to applicable managers, the executive team, and clients as required.
Audit, monitor, and lead corrections to ensure project and resource data is maintained consistently with standards and methodologies.
Participate in resolving issues and conflicts with internal teams, clients, and other vendors; escalate issues appropriately, promptly, and tactfully.
Manage client relationships and ensure client and team members understand and perform their responsibilities while maintaining client satisfaction.