Project Specialist managing equity compensation projects for Morgan Stanley at Work, which provides workplace financial solutions. Supporting automation, data analysis, administration and client service.
Responsibilities
Manage end-to-end projects for corporate clients and internal partners
Provide operational support across Equity Edge Online and Shareworks equity administration platforms
Execute assigned projects across 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 through timely and accurate responses to information requests
Collaborate with Product, Onboarding, Client Success Management and Implementation stakeholders
Collaborate with third-party vendors and channel partners to implement automated and integrated solutions
Understand each client’s equity compensation plans rapidly to provide best-in-class service
Contribute to process enhancement and product development
Requirements
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)
Willingness to learn new tools as necessary
Familiarity with MS Access is a plus
Experience in customer service or client-facing roles
Strong organizational skills with the ability to multitask and manage multiple projects simultaneously
Excellent verbal and written communication skills in English
Additional languages are an asset
Familiarity with equity-related accounting, tax, and legal concepts
Willingness to learn and comply with international regulations
Ability to work effectively in a team environment and adapt to changing priorities
Comfortable 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
CEP Level 1 certification is desirable but not required
Benefits
Employee Financial Empowerment, including knowledge, tools and support for workplace financial benefits
Attractive and comprehensive employee benefits and perks
Opportunities for career growth and movement across the business
Diversity and inclusion commitment
Learning, development and professional growth opportunities
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