VP, Client Success & Equity Compensation

Socket.dev; Utah; On-site; USD 120,000 - 180,000; Full time

Job summary

Morgan Stanley is seeking a Manager, Client Services / CSM Manager to lead a team of equity compensation professionals providing stock plan administration to corporate clients. The role focuses on client service delivery, escalation resolution, and partnership with internal teams to ensure quality service.

Responsibilities include coaching and developing the CSM team, overseeing Equity Edge Online usage, and driving continuous improvement across processes, risk management, and client experience.

Qualifications

• 7+ years of experience in equity compensation administration, stock plan services, client service or a related financial services function.
• Prior B2B client service experience.
• Prior experience leading, coaching, mentoring or managing associates.
• Strong knowledge of stock plan administration processes, equity compensation concepts and client service delivery.
• Demonstrated ability to manage escalated client issues and partner across internal teams to drive resolution.
• Strong communication, organizational, analytical and decision-making skills.
• Ability to manage multiple priorities, deadlines, client needs and team responsibilities in a fast-paced environment.

Responsibilities

• Manage and lead a team of Client Service Managers and equity compensation professionals responsible for delivering stock plan administration services to corporate clients.
• Provide day-to-day leadership, guidance, coaching and support to CSMs to ensure client needs are handled in a timely, accurate and professional manner.
• Serve as an escalation point for complex client issues, service concerns, operational challenges and high-risk matters.
• Partner with CSMs to resolve matters related to stock plan administration, participant transactions, reporting, compliance requirements and client service delivery.
• Oversee team activities related to Equity Edge Online and other tools used to maintain stock plan records and support accounting, financial reporting and related compliance requirements.
• Review team workload, client assignments, capacity and complexity to ensure appropriate coverage, prioritization and service continuity.
• Monitor service quality, accuracy, timeliness and adherence to internal policies, procedures and controls.
• Ensure associates manage client inquiries and requests in a timely, professional and client-focused manner.
• Participate in client meetings, executive business reviews, finalist presentations, sales presentations and client retention discussions, as needed.
• Coordinate with Operations, Account Management, Product, Implementation, Compliance, Legal and other internal teams to deliver high-quality equity compensation support services.
• Promote a culture of accountability, collaboration, continuous improvement, inclusion and exceptional client service.
• Identify opportunities to improve processes, reduce risk, increase efficiency and enhance the client experience.

Skills

Equity compensation knowledge

Stock plan administration

Client service delivery

Leadership

Communication

Analytical skills

Decision-making

Organizational skills

Job description

Morgan Stanley is seeking a Manager, Client Services / CSM Manager to lead a team of equity compensation professionals providing stock plan administration to corporate clients. The role focuses on client service delivery, escalation resolution, and partnership with internal teams to ensure quality service.

Responsibilities include coaching and developing the CSM team, overseeing Equity Edge Online usage, and driving continuous improvement across processes, risk management, and client experience.