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.

Global Advanced Solutions:

The Global Advanced Solutions organization provides key private and public client support in Financial Reporting, Advanced Solutions and Global Intelligence including ongoing client service on both  Shareworks and Equity Edge Online, critical function support for equity administration, data and automation, reporting, tax and legal compliance and subject matter expertise in the respective areas. In addition, the Global Intelligence team provides clients with global legal and tax information related to equity compensation and assists companies to manage their tax withholding obligations.

Stock Plan Data Migration 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 Stock Plan Data Migration 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.

Stock Plan Data Migration Specialist Responsibilities

The successful candidate should have a combination of strategic and tactical problem-solving skills, be a self-starter and have strong technical experience with a proven track record of achieving success in a fast-paced, results-driven organization.

·        Assists in the execution of data conversion projects both in the public and private sectors to convert from a competitor’s platform into one of Morgan Stanley’s equity administration platforms (Equity Edge Online® or Shareworks)

·        Leads assigned projects and ensure project deliverables are on track for timely completion

·        Builds strong client relationships through positive client interactions on project engagements

·        Partners closely with a wide range of stakeholders including Sales and Marketing, Relationship Management, Client Services, Operations, Product, and Technology to ensure client satisfaction on all Advanced Solutions projects

·        Partners with internal project leads and product managers to develop solutions for improving efficiencies, time spent on repetitive tasks and complex client issues

·        Perform data analysis and complex reconciliations of data throughout the project

• Bachelor’s degree required in business/finance or technology, computer science or related computer science experience is preferred

·        3+ years of demonstrated experience in data management in either Business consulting, and/or equity compensation administration

• Expertise and hands on experience with SQL or other database management software strongly preferred
• Strong technical understanding of equity compensation, including end-to-end processes such as HR, Compensation, and Payroll
• Ability to proactively identify potential risks, and issues, while developing a course of action to resolve
• Strong teamwork skills with the ability to problem solve, learn quickly, share knowledge, multi-task and adapt to constantly changing priorities
• Working knowledge of equity-related accounting, tax, and legal concepts, both US and Global strongly preferred

·        Knowledge of Equity Edge Online®, Shareworks, Certent, Carta, BAML or other equity plan recordkeeping systems preferred

·        Proven success in developing innovative solutions to complex client needs

·        Level 1 CEP preferred, not required

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

 For Colorado :Salary range for the position: $85,000 - $135,000/year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. The application window is expected to close 9/30/2024, but may be extended depending on whether a candidate has been selected.