Implementation Specialist, AVP

Morgan Stanley; Calgary; On-site; CAD 85,000 - 120,000; Full time

Job summary

Morgan Stanley at Work in Calgary is seeking an Implementation Specialist to lead delivery of Global Intelligence and tax products to our corporate clients. You will become a subject‑matter expert in global tax, mobility, and regulatory compliance for equity plans and Shareworks configurations.

The role emphasizes client relationships, consultative service, onboarding, training, and cross‑functional collaboration with sales and product teams.

Qualifications

• Bachelor’s degree or similar focus.
• Lawyer or accountant desirable but not required.
• Highly tech‑oriented person capable of understanding complexities of SaaS.
• Practical experience, preferably in financial services, tax industry or equity compensation.
• Fluency in both oral and written English is required; additional languages are assets.
• Knowledge of Shareworks is an asset, particularly platform configurations and client implementation.
• Knowledge of Equity Edge Online tax tables an asset.
• Team player mentality and place high value on building strong relationships.
• Process focused, organized, and strong attention to detail.
• Ability to manage multiple projects at one time.
• Comfortable delivering presentations to audiences at all levels across different media.
• Demonstrated competency with common technology and technical concepts, including SaaS, Microsoft Excel.

Responsibilities

• Become the expert of the Global Intelligence Platform and equity compensation platform tax tool functionality to support clients’ share plan compliance.
• Implement new clients as per their contracted services and products – including working closely with clients to understand their needs, rules and policies, and implement their sites to accurately reflect them.
• Serve as the first point of contact when onboarding new clients and provide training, which includes: explaining product functionalities and capabilities, demonstrating product set up and educating on how to maximize benefits from using the platform.
• Share client requirements and market trends with the Global Intelligence team so that they can communicate trends to the Development team for addition into the Shareworks development roadmap to ensure Shareworks remains a disruptive force with leading technology in the regulatory, compliance, and tax space.
• Manage client relationships by answering general queries about use of the platform within the time frame outlined in our service level agreements.
• Collaborate and communicate with internal and external stakeholders to ensure full understanding of Global tax legislation, tax rules, and mobility rules.
• Use knowledge of tax legislation, tax policies and mobility rules to build and refine information on the Global Intelligence Platform and in Shareworks.
• Share knowledge and expertise with colleagues and professional contacts through participation and/or attendance in industry events.

Skills

SaaS literacy

Financial services experience

Client relationship management

Presentation skills

Multitasking

Education

Bachelor’s degree

Lawyer or accountant desirable

Tools

Shareworks

Equity Edge Online

Microsoft Excel

Job description

Implementation Specialist

Introducing Morgan Stanley at Work: 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.

Global Intelligence Organization

Global Intelligence is a cloud service that provides legal, tax, and mobility information to companies that offer stock as part of their employees’ compensation across multiple countries. Our industry‑leading application is designed to simplify the complexities of equity plan management, while helping employees realize the full potential of their benefits.

Implementation Specialist Role

The Implementations Specialist plays a lead role in delivering Global Intelligence and Tax products and services to our current and prospective clients. This role requires development into a subject matter expert in global tax, tax mobility, and regulatory compliance for global share plans and an expert in Global Intelligence and Shareworks tax tools. The role focuses on relationship and consultative services for new and existing clients, implementing multi‑national clients on our suite of product offerings, and the opportunity to support our sales and internal teams across the business as well as the development of our product.

Our ideal candidate is technically savvy, with strong communication skills and likes to work through challenges. You have a passion for global tax compliance, and tax mobility specifically. A knowledge of employee share plans and Shareworks would be beneficial. You have a deep belief in team success, a willingness to adapt to continuous change, and a desire to take ownership over responsibilities. You also have a demonstrated ability to build effective relationships with clients, colleagues, and other stakeholders.

Implementation Specialist Responsibilities

• Become an expert of the Global Intelligence Platform and equity compensation platform tax tool functionality to support clients’ share plan compliance.
• Implement new clients as per their contracted services and products – including working closely with clients to understand their needs, rules and policies, and implement their sites to accurately reflect them.
• Serve as the first point of contact when onboarding new clients and provide training, which includes: explaining product functionalities and capabilities, demonstrating product set up and educating on how to maximize benefits from using the platform.
• Share client requirements and market trends with the Global Intelligence team so that they can communicate trends to the Development team for addition into the Shareworks development roadmap to ensure Shareworks remains a disruptive force with leading technology in the regulatory, compliance, and tax space.
• Manage client relationships by answering general queries about use of the platform within the time frame outlined in our service level agreements.
• Collaborate and communicate with internal and external stakeholders to ensure full understanding of Global tax legislation, tax rules, and mobility rules.
• Use knowledge of tax legislation, tax policies and mobility rules to build and refine information on the Global Intelligence Platform and in Shareworks.
• Share knowledge and expertise with colleagues and professional contacts through participation and/or attendance in industry events.

Qualifications

• Bachelor’s degree or similar area of focus.
• Qualified lawyer or accountant desirable but not required.
• Highly tech‑oriented person capable of understanding complexities of Software as a Service (SaaS).
• Practical experience, preferably in financial services, tax industry or equity compensation.
• Fluency in both oral and written English is required; additional spoken and written languages are an asset.
• Knowledge of Shareworks is an asset, particularly platform configurations and client implementation.
• Knowledge of Equity Edge Online tax tables an asset.
• Team player mentality and place high value on building strong relationships.
• Process focused, organized, and strong attention to detail.
• Ability to manage multiple projects at one time.
• Comfortable delivering presentations to audiences at all levels across different media.
• Demonstrated competency with common technology and technical concepts, including Software as a Service (SaaS), Microsoft Excel. Knowledge of Shareworks is an asset.
• Comfortable in a fast‑paced and evolving environment which includes ongoing learning and training opportunities.
• Desire to contribute to the growth of the business, our platform and our user’s experience.

While we thank all applicants for their interest in a career with Morgan Stanley at Work, please note that only those individuals selected for an interview will be contacted.

Ce à quoi vous pouvez vous attendre de Morgan Stanley

Chez Morgan Stanley, nous levons, gérons et allouons du capital pour nos clients, ce qui les aide à atteindre leurs objectifs. Nous le faisons de manière distinctive, et ce, depuis 90 ans. Nos valeurs – mettre les clients au premier plan, faire ce qui est juste, diriger en s’inspirant d’idées exceptionnelles, promouvoir la diversité et l’inclusion, et redonner à la communauté - ne sont pas seulement que des valeurs, elles guident nos décisions au quotidien pour faire ce qu’il y a de mieux pour nos clients, notre communauté et nos 80 000 plus employés répartis dans 1 200 bureaux à travers 42 pays. Chez Morgan Stanley, vous aurez l’occasion de travailler aux côtés des meilleurs et des plus brillants, dans un environnement où vous êtes soutenu‑e et valorisé‑e. Nos équipes sont des collaborateurs acharnés et des penseurs créatifs, enrichis par la diversité de leurs parcours et expériences. Nous sommes fiers d’appuyer nos employés et leurs familles à chaque étape de leur parcours professionnel et personnel, en offrant certains des avantages sociaux et privilèges les plus complets et attrayants de l’industrie. De plus, les possibilités d’évolution au sein de l’entreprise sont nombreuses pour ceux et celles qui démontrent passion et détermination dans leur travail. Pour en savoir plus sur nos bureaux à travers le monde, veuillez copier et coller le lien suivant dans votre navigateur: https://www.morganstanley.com/about‑us/global‑offices

Morgan Stanley est un employeur offrant l’égalité des chances et s’engage à bâtir et à maintenir une main‑d’œuvre diversifiée tant par l’expérience que par les parcours. Nos efforts de recrutement reflètent notre ferme engagement envers une culture d’inclusion, dans laquelle les personnes sont embauchées, développées et promues en fonction de leurs compétences et de leurs talents.

Notre effectif reflète une large diversité des communautés mondiales au sein desquelles nous exerçons nos activités, en réunissant des personnes aux origines, talents, points de vue et expériences variés.

Pour plus d’information, veuillez consulter: https://www.morganstanley.com/people/canada‑french‑eeo