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Onboarding Project Manager

Morgan Stanley

South Jordan, UTOn Site

Original Job Summary

About Morgan Stanley at Work

Morgan Stanley at Work, a division of Morgan Stanley Wealth Management, provides comprehensive workplace financial solutions, including Equity, Financial Wellness, and Retirement Solutions. Employees work in an environment that emphasizes growth, performance, and a diverse culture.

Role Overview

The Onboarding Project Manager will be part of the Global Equity Solutions group and will manage client onboarding projects from start to finish. This role involves coordinating with internal teams and corporate clients to ensure timely and high-quality delivery of equity administration projects.

Key Responsibilities

  • Serve as primary contact for corporate clients during onboarding.
  • Utilize templates, tools, and processes to set milestones.
  • Gather client requirements and communicate with technical teams.
  • Manage multiple concurrent projects with minimal supervision.
  • Conduct project reviews, provide status reports, and assess risks.
  • Ensure consistent data maintenance and enforce deadlines.

Qualifications

  • BS/BA degree or equivalent experience.
  • Minimum two years in managing software and implementation projects.
  • Strong communication skills with proficiency in Microsoft Office.
  • Experience with equity compensation management software such as Equity Edge Online or Shareworks, and familiarity with Salesforce and TaskRay is preferred.
  • Knowledge of cap table management is a plus.
  • Ability to travel up to 10%.

Key Skills/Competency

Onboarding, Project Management, Client Engagement, Implementation, Equity, Risk Management, Communication, Microsoft Office, Salesforce, Cap Table

How to Get Hired at Morgan Stanley

🎯 Tips for Getting Hired

  • Customize your resume: Tailor your experience to project management roles.
  • Highlight equity expertise: Emphasize familiarity with equity software.
  • Practice clear communication: Showcase client interaction examples.
  • Research Morgan Stanley: Understand their culture and service offerings.

📝 Interview Preparation Advice

Technical Preparation

Review project management templates and tools.
Brush up on equity software usage.
Practice Microsoft Excel and Word functions.
Study cap table and financial software basics.

Behavioral Questions

Prepare client communication examples.
Showcase conflict resolution scenarios.
Demonstrate teamwork in stressful situations.
Describe managing multiple priorities effectively.