Global Onboarding Data Architect

704 Solium Capital, LLC; Alpharetta (GA); Hybrid; USD 120,000 - 190,000; Full time

Job summary

Morgan Stanley at Work is seeking an Onboarding Data Architect/AVP to lead multi-client onboarding projects, focusing on stock plan administration and broker services. The role emphasizes data preparation, system configuration, and cross-functional collaboration across teams to deliver timely, high-quality results.

The candidate should have a BS/BA in a relevant field, 3+ years of onboarding experience, and strong data management skills. CEP certification is a plus.

Qualifications

• Bachelor's degree or higher in data, business, finance, sciences, or equivalent.
• 3+ years’ experience managing software/onboarding projects with multiple stakeholders.
• Strong understanding of data management and equity plans preferred.

Responsibilities

• Complete onboarding projects in a timely, high-quality manner to meet client expectations.
• Configure equity administration software to reflect client plan data per requirements.
• Manage project workflow, data preparation, formatting, and data upload to platform.
• Coordinate with onshore stakeholders and act as SME for platform configuration.
• Stay current with product enhancements and integrate into operations.
• Build relationships with software developers and technical teams to enable advanced configuration.
• Perform end-to-end testing and document configuration status.
• Identify gaps and opportunities for process improvement and ensure data quality.

Skills

Advanced Excel

Data migration

Agile methodologies

Stakeholder management

Education

BS/BA Degree or diploma in Data Management, Business, Finance, Sciences, or equivalent

CEP certification preferred

Job description

Morgan Stanley at Work is seeking an Onboarding Data Architect/AVP to lead multi-client onboarding projects, focusing on stock plan administration and broker services. The role emphasizes data preparation, system configuration, and cross-functional collaboration across teams to deliver timely, high-quality results.

The candidate should have a BS/BA in a relevant field, 3+ years of onboarding experience, and strong data management skills. CEP certification is a plus.