Lead equity onboarding projects at Morgan Stanley at Work using client communication and project management expertise across concurrent implementations.
As an Onboarding Project Manager, AVP, you will support Global Equity Solutions and corporate clients moving onto equity administration platforms. You will manage Stock Plan Administration and Employee Broker Services implementations while coordinating milestones, requirements, risks, and client readiness. Your work connects clients, internal stakeholders, technical specialists, software development teams, vendors, and executives throughout delivery.
Key Responsibilities:
Serve as primary contact for assigned corporate clients
Establish project milestones, timelines, schedules, and standards
Gather requirements and relay customer needs to technical teams
Lead reviews,
status reporting, issue resolution, and escalations
Translate equity compensation practices into actionable client guidance
Requirements:
BS or BA degree, or equivalent education and experience
At least two years managing software or implementation projects
Experience handling multiple priorities with minimal supervision
Excellent written and verbal communication skills
Microsoft Office, equity software, CRM, and project tool proficiency
Bring organized leadership, client focus, and equity administration knowledge to Morgan Stanley at Work onboarding delivery.
📌 Onboarding Project Manager Equity Solutions Calgary
🏢 Morgan Stanley
📍 Calgary
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