Morgan Stanley is a leading global financial services firm providing a wide range of investment banking,securities,wealth management and investment management services. With offices in more than 43 countries,the Firm's employees serve clients worldwide including corporations,governments,institutions and individuals.
As a market leader,the talent and passion of our people is critical to our success. Together,we share a common set of values rooted in integrity,excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn,to achieve and prosper.
Corporate and Institutional Solutions (CIS) is a division within Morgan Stanley Wealth Management comprised of Corporate & Digital Solutions,Morgan Stanley @ Work,Virtual Client Solutions,Reinvestment,and Strategic Client Management. The overall goal and vision of CIS is to create a corporate experience and a consistent corporate employee ("participant") experience and to engage them throughout their financial life journey that will ultimately lead to a furthering and deepening of their Morgan Stanley Wealth Management relationships. Our approach will be highly scalable,leveraging an omni-channel strategy with an emphasis on messaging,onboarding,cross-selling,activation and servicing. Our goal will be to drive growth across all client segments,including the Mass-Affluent,with new digital capabilities.
Located in our Calgary/Salt Lake City office and reporting to the Manager,Special Projects and Implementations,this position provides efficient and accurate implementation project support to Shareworks by Morgan Stanley's clients. You have an aptitude for technology,an investigative mindset,and enjoy working with variating data. You don't settle for knowing just what to do,rather you want to know why you are doing it and want to find ways to do it better. You thrive in a fast-paced,innovative,highly collaborative and truly global team environment. Lastly,you seek out new challenges and self-directed continual learning.
Your Mission: Set the foundation for an exceptional client journey by delivering solutions to benefit all stakeholders and enhance our clients' onboarding and business
Based on contractual obligations work with our clients to scope out and plan for their implementation onto the Shareworks equity platform
Work with clients ranging from startups to emerging tech giants to understand the needs and goals of their equity compensation program.
Maintain and utilize the project workflow tools and checklists to manage your project deliverables and provide consistent transparency on project status
Host regular meetings with the client,project team,and internal stakeholders to discuss upcoming deliverables,work though roadblocks and align around target completion dates.
Work with clients to gather equity plan data in standardized templates. Identify data gaps/risk factors,review templates after submission,ensuring data templates are complete and are ready to be worked on by an Implementation Specialist.
Achieve an expert level understanding of the Shareworks platform in order to support clients' and internal stakeholders' technical queries
Be a subject matter expert on equity-based compensation plans and share best-practices with both clients and internal stakeholders
Ensure continuous learning with regards to new product enhancements,and their integration into team processes through regular review of release notes and engagement with product team(s)
Build strong relationships with software developers and other technical experts to facilitate requests as needed for:
advanced Shareworks configuration
additional development of the platform
resolution of product bugs
Perform quality assurance reviews,and request configuration updates by the Implementation Specialist where appropriate
Analyze existing processes and tools,with the goal of identifying gaps and opportunities for enhanced efficiency and quality wherever possible
Ensure quality control of all developed and modified solutions through testing and dedicated adherence to capture of standard audit evidences
With a client life-cycle focus,ensure that internal and client-facing implementation-related documentation is complete and current,ensuring downstream teams are set up for success
Degree or diploma in Data Management,Business,Economics,Finance,STEM,or similar field is preferred
Advanced Excel skills,including formulas and functions for data manipulation
Experience working with data migration,or the management and manipulation of large datasets that at times may be ambiguous
Experience working in a client facing position,dealing with decision-makers and C-suite leaders
Demonstrated experience with expectation management is strongly preferred
Understanding of equity and employee benefit plans
Proven time management proficiency
Strong analytical,problem-solving skills,and high attention-to-detail
Comfortable in a fast-paced and evolving environment which often requires self-driven ongoing learning and training opportunities
Proven success working in highly collaborative,team-centric environments is a must
Proven success at delivering an exceptional customer experience
Exposure to,or experience with,agile methodologies and environments is desired
Demonstrated proficiency with technology and technical concepts
/While we thank all applicants for their interest,please note that only those individuals selected for an interview will be contacted./
**Job:** **Wealth Management*
**Organization:** **CCH-49927 - [Corp & Institutional Solutions]*
**Title:** *Shareworks by Morgan Stanley - SPI Project Specialist*
**Location:** *Utah-South Jordan*
**Requisition ID:** *3172898*