05 Jan
Morgan Stanley
Calgary
Job Description - Project Manager Specialist (3262724)
Job Number:
3262724
Posting Date
Jan 1, 2025
Primary Location
Education Level: Bachelor's Degree
Job
Wealth Management
Employment Type: Full Time
Job Level: Assistant Vice President
Description
We know a lot about investing and are certain 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.
The Onboarding Project Manager:
The Onboarding Project Manager will be part of the Global Equity Solutions group within the Morgan Stanley at Work organization. The Global Equity Solutions team is responsible for the engagement and onboarding of corporate clients. 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 numerous concurrent projects. Projects include the implementation of capitalization tables and Stock Tables for corporate clients in a timely and high-quality fashion. The Project Manager will manage technical project scoping and the client relationship during the Onboarding period, 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.
The successful candidate must be driven and a self-starter, be organized and detail-oriented, and have excellent communication skills.
Key Responsibilities:
- 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 client-focused, yet firm approach.
- Using established templates, tools & processes, act as the key contact between new clients and internal stakeholders to establish project milestones and timelines.
- Engaging in scoping and requirements gathering, understanding customer needs and relaying them back to the onboarding technical specialist and/or software development team where appropriate.
- Establishing and meeting goals,
assigning and directing the work of others, and managing multiple requests with minimal direction.
- Enforcing project schedules, deadlines and standards.
- Leading project reviews to assess schedule, processes, risks and facilitate communication and negotiation.
- Providing regular status reports 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.
Qualifications:
- BS / BA degree (or equivalent education, training, and experience)
- Minimum of two years’ experience managing software and/or implementation projects with a high level of client interaction (or equivalent experience in a Technical Customer Service role).
- Proven track record in successfully handling multiple projects with competing priorities. Ability to multi-task and reprioritize activities with minimal supervision.
- Strong communicator with excellent written and verbal communication skills.
- Proficiency with Microsoft Excel and Microsoft Word.
- Proficiency with equity compensation management software (Equity Edge Online or Shareworks), Salesforce and/or TaskRay, preferred.
- Equity Compensation Associate (ECA) or Certified Equity Professional (CEP) designation, preferred.
- Knowledge of private equity and cap table management, preferred.
- Ability to travel up to 10% of the time.
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).
#J-18808-Ljbffr
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.