Morgan Stanley
Onboarding Engagement Project Manager, AVP
Sandy, Utah +2 · On-site · Manager · Full-time · Posted Oct 26, 2026
- Location
- Sandy, Utah
Purchase, New York
Alpharetta, Georgia - Experience
- 2+ years’ experience in stock plan benefits and/or financial services.
- Education
- Bachelor’s degree in Business, Finance or similar field is preferred.
About the job
Manages end-to-end onboarding projects for corporate clients implementing stock plan administration and employee broker services on Morgan Stanley at Work equity platforms.
What you'll do
- Serve as primary client contact, coordinate internal stakeholders, and gather project requirements and timelines.
- Manage multiple project schedules, resources, risks, and client relationships; lead reviews and report progress.
- Resolve or escalate issues, monitor project data, and ensure onboarding is delivered accurately and on time.
What they ask for
- 2+ years’ experience in stock plan benefits and/or financial services.
- Strong client engagement skills with Fortune 500 companies.
- PMP Certification or in process of working towards its completion.
- In-depth knowledge of Equity Compensation.
Nice to have
- Bachelor’s degree in Business, Finance or similar field is preferred; Certified Equity Professional designation is strongly preferred.
- Brokerage Industry Knowledge, Shareworks/Equity Edge Online, Salesforce, Jira, or MS Office application knowledge.
Tools
Shareworks, Equity Edge Online, Salesforce, Jira, MS Office, Project, Word, Excel
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