We know a lot about investing and are certain 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.
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.
Want more jobs like this?
Get jobs delivered to your inbox every week.
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.
Within Morgan Stanley at Work Shareworks, Equity Edge Online® (EEO), and Global Intelligence are key offerings within our Equity Solutions pillar. These offerings combine cutting-edge technology, outstanding client service, streamlined administration, and global plan management.
The Global Advanced Solutions organization provides key private and public client support in Financial Reporting, Advanced Solutions and Global Intelligence including ongoing client service on both Shareworks and Equity Edge Online, critical function support for equity administration, data and automation, reporting, tax and legal compliance and subject matter expertise in the respective areas. In addition, the Global Intelligence team provides clients with global legal and tax information related to equity compensation and assists companies to manage their tax withholding obligations.
Advanced Solutions Project Specialist role:
The Project Specialist will play a pivotal role in the Advanced Solutions organization. The role is responsible for managing end-to-end projects for corporate clients and internal partners, focusing on operational support across equity administration platforms (EEO and SW).
Reporting to the Corporate Actions Manager, the Project Specialist ensures efficient and accurate execution of various projects (dependent on team services): corporate actions, automation, data conversion, process management, administration, or execution of assigned clients' equity compensation programs. The role will require the rapid understanding of each client's equity compensation plans to provide best in class services while on assignment.
The ideal candidate is technically proficient and possesses strong project management and communication skills. They excel in building relationships with clients, colleagues, and stakeholders, driving successful project outcomes and contributing to process enhancement and product development. With a focus on adaptability and continuous improvement, the Project Specialist thrives in a fast-paced environment and takes ownership of their responsibilities to ensure client success and satisfaction.
Advanced Solutions Project Specialist Responsibilities:
- Successful execution of assigned projects across various disciplines such as Corporate Actions, Automation, Data Analysis, and Administrative support.
- Execute and oversee the end-to-end processing of corporate actions, ensuring accuracy, and compliance with regulatory requirements.
- Provide expertise in equity compensation practices, trends, and programs to clients.
- Support client relationship and service management by delivering timely and accurate responses to requests for information.
- Collaborate with internal stakeholders (Product, Onboarding, Client Success Management, Implementation, etc) and external (e.g. Third Party vendors and channel Partners) to implement automated and integrated solutions in support of client requirements for their equity compensation plans.
- Proactively identify opportunities for improvement and actively contribute to automation initiatives to enhance efficiency and accuracy.
Advanced Solutions Project Specialist Qualifications:
- Bachelor's degree in business administration, finance, or a related field.
- Minimum 2+ years of experience in equity compensation administration, Software-as-a-Service (SaaS), or a related field.
- Solid Proficiency in software and web applications, including MS Office suite (Word, Excel, PowerPoint), with a willingness to learn new tools as necessary. Familiarity with MS Access is a plus.
- Experience in service delivery or client-facing roles, demonstrating the ability to understand and address client needs effectively.
- Strong organizational and analytical skills with the ability to multitask and manage multiple projects simultaneously.
- Excellent verbal and written communication skills in English, with additional languages as an asset.
- Familiarity with equity-related accounting, tax, and legal concepts, with a willingness to learn and comply with international regulations.
- Ability to work effectively in a team environment, collaborate with colleagues, and adapt to changing priorities.
- Enthusiastic and flexible individual comfortable with learning and working in a fast-paced environment.
- Familiarity with stock plan administration systems such as Equity Edge Online, Shareworks or Global Intelligence is preferred but not required.
- Certifications such as PMP or CEP Level 1 are desirable but not required.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.
We're committed to bringing passion and customer focus to the business.
Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential.