What are the responsibilities and job description for the Advance Solutions Project Specialist, AVP position at Morgan Stanley?
Introducing Morgan Stanley At Work
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.
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.
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.
Advanced Solutions
Advanced Solutions is one of the key offerings within our Global Service Delivery pillar. This offering delivers specialization when a company is experiencing a difficult challenge with their current equity plan – whether it’s related to plan design, administration, or financial reporting. Our team of professionals works hand-in-glove with our clients to ensure that the functionality of our platforms is leveraged. We also help align our clients’ internal processes with industry best practices. We provide automated efficiencies, data-led solutions and optimized engagement support to drive overall client satisfaction.
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 an Advanced Solutions Manager, the Project Specialist ensures efficient and accurate execution of various projects (dependent on team services): 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.
Responsibilities
What You Can Expect From Morgan Stanley
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
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.
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.
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.
Advanced Solutions
Advanced Solutions is one of the key offerings within our Global Service Delivery pillar. This offering delivers specialization when a company is experiencing a difficult challenge with their current equity plan – whether it’s related to plan design, administration, or financial reporting. Our team of professionals works hand-in-glove with our clients to ensure that the functionality of our platforms is leveraged. We also help align our clients’ internal processes with industry best practices. We provide automated efficiencies, data-led solutions and optimized engagement support to drive overall client satisfaction.
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 an Advanced Solutions Manager, the Project Specialist ensures efficient and accurate execution of various projects (dependent on team services): 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.
Responsibilities
- Successful execution of assigned projects across various disciplines such as Automation, Data Analysis, Corporate Action, and Administrative support.
- 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.
- Bachelor's degree in business administration, finance, or a related field.
- Minimum 2 years of experience in equity compensation administration 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 customer service or client-facing roles, demonstrating the ability to understand and address client needs effectively.
- Strong organizational 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.
- Certification such as CEP Level 1 is desirable but not required.
What You Can Expect From Morgan Stanley
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.