Shareworks by Morgan Stanley-Project Specialist
Morgan Stanley
Calgary, Canada
6d ago

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services.

With offices in more than 43 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals.

Morgan Stanley was the industrys first stock plan service provider and has over 40 years of experience. Today, Morgan Stanley is a recognized market leader in the stock plan services marketplace as measured by both the number of equity plans supported and plan participants on the platform.

The Stock Plan business philosophy is to provide high touch service using a team approach. As dictated by the clients needs, their team will be comprised of a Stock Plan Director team as well as dedicated members from our Relationship Management, Service Delivery, and Financial Reporting areas.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic.

Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and prosper.

Our employees helped us get to where we are today and as we continue to scale towards being the incomparable leader in our industry, were looking for a Project Specialist to help write the next chapter with us.

Responsibilities : Using established tools & processes, act as the key contact between new clients and internal stakeholders to establish project requirements and timelines.

  • Leading and executing new client project implementations and providing regular status updates. Responsible for the successful end to end delivery of software Implementation projects, including but not limited to : Engaging in scoping and requirements gathering for new and existing projects as necessary;
  • understanding customer requirements and relaying this back to the project delivery team or software development team where appropriate Providing regular reporting to applicable managers, executive team, and the client as required Auditing, monitoring and leading the correction process to ensure project and resource data is maintained consistently in accordance with standards and methodologies Actively participating in resolution of issues and conflicts, internally as well as with clients and other vendors where appropriate;
  • escalating issues in an appropriate, timely, and tactful manner Results-oriented and driven to ensure successful completion of the projects on time, on budget and within the defined scope while leading through influence and with solid soft skills and tact.

    Ensure that their portfolio of projects is exceptionally well documented and meets all defined goals. Achieving an expert understanding of Shareworks platform to support clients and internal stakeholders technical queries.

    Attaining a high level of knowledge on equity-based compensation plans and their implementations to be seen as a knowledgeable advisor to clients and internal stakeholders.

    Keeping current with new product updates and their integration into application and operations. Ability to transition lessons learned and skillsets to future client implementation engagements.

    Assist in the RFP and Sales process to win new mandates as required.

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