Automation Solutions PM Lead - Stock Plan Integrations

Morgan Stanley; Sandy (UT); On-site; USD 90,000 - 120,000; Full time

Job summary

Morgan Stanley is seeking an Automation Solutions Project Manager within Morgan Stanley at Work to lead complex integration initiatives for Shareworks and Equity Edge Online. You will translate business requirements into technical designs, manage cross-functional delivery, and drive issues to resolution in a fast-paced, client-facing environment.

You will collaborate with payroll, HR, and finance teams, oversee project plans and milestones, and ensure seamless data feeds across vendor systems,

Qualifications

• Bachelor’s Degree in Business, Finance, or related experience is preferred.
• 1+ year of equity compensation administration, payroll management, or related experience.
• Hands-on experience with API integrations (REST concepts, authentication patterns, request/response payloads) and/or SFTP-based interfaces.
• Experience in customer service and/or a client-facing role with aptitude for understanding and responding to client needs with relevant solutions based on knowledge of businesses, products, and services
• Strong organizational skills with the ability to multi-task across multiple assignments.
• Highly effective verbal and written communication skills in a variety of client settings.
• Ability to proactively identify potential risks and issues and develop courses of action to resolve
• Enthusiastic and creative individual who is comfortable with rapidly engaging in new client environments
• Self-directed and results oriented by setting clear and realistic goals to address client needs
• Strong teamwork skills with the ability to problem solve, learn quickly, share knowledge, and adapt to changing priorities
• Working knowledge of equity-related accounting, tax, and legal concepts, both domestic and international in scope
• Knowledgeable on Morgan Stanley at Work Stock Plan Platforms and/or other stock plan administration systems
• Ability and willingness to travel up to 10%
• CEP Level 1 preferred

Responsibilities

• Own delivery of all aspects of integration efforts including:
• Serve as the Shareworks or Equity Edge Online integration SME for automated inbound/outbound feeds supporting employee stock plan administration.
• Apply working knowledge of equity compensation concepts to ensure integrations support operational needs.
• Providing project management support and leadership, managing project milestones, ongoing status updates, and communications to key stakeholders
• Creating and maintaining a detailed project plan and open items log for project monitoring purposes.
• Interacting closely with cross-functional teams to collect, clarify, and document system requirements
• Coordinating and support integration testing activities while identifying integration risks.
• Partnering with external client departments to implement automated and integrated solutions
• Managing third party engagements with new and existing client base
• Provides equity compensation information and knowledge of practices, trends, and programs to clients
• Liaises with internal Morgan Stanley at Work business partners to help create strategic solutions for clients

Skills

Project management

Client-facing

API integrations

Cross-functional teamwork

Communication

Organizational skills

Education

Bachelor’s Degree in Business, Finance, or related field

Tools

REST API integrations (REST concepts)

SFTP interfaces

Job description

Morgan Stanley is seeking an Automation Solutions Project Manager within Morgan Stanley at Work to lead complex integration initiatives for Shareworks and Equity Edge Online. You will translate business requirements into technical designs, manage cross-functional delivery, and drive issues to resolution in a fast-paced, client-facing environment.

You will collaborate with payroll, HR, and finance teams, oversee project plans and milestones, and ensure seamless data feeds across vendor systems,