Onboarding Manager, AVP

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. 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.

Morgan Stanley at Work is a division within Morgan Stanley Wealth Management comprised of Retirement & Nonqualified Deferred Compensation Solutions, Shareworks by Morgan Stanley Equity Compensation, and Financial Wellness. Our division offers in-depth knowledge and resources focused on providing a full range of solutions that help address various institutional and employee financial challenges and complexities. This business area is also where some of the biggest acquisitions internal to financial services are housed (ex: E*Trade, Solium) and hence, is a key growth area for the Firm.

The Senior Onboarding Manager is the primary Client point of contact after the pre-implementation process in line with our service segmentation model. Once assigned, the Sr. OM is responsible for leading the implementation including project management, technical execution, and overall exceptional level of customer satisfaction through implementation.

Key Responsibilities

• Scope, create, & maintain client Project Charter for onboarding implementation
• Execute on the client engagement playbook with an aim to deliver an exceptional client experience overall
• Manage gap data by setting up statement of work (if required), collecting, & uploading data
• Determine appropriate level of SPI team resourcing for each client engagement
• Execute data loading and reconciliation processes within the SW platform
• Design and configure participant facing user experience within the SW platform
• Scope and execute corporate actions for all Global Private Market clients
• Act as oversight, escalation, and SME resource for Implementation Managers
• Lead in the development and training of new employees
  
  

Additional Responsibilities

• Act as the primary point of contact and technical resource for the client throughout the implementation process from project assignment to go-live
• (for strategic accounts) Host introductory calls to guide clients through data templates and check-in with clients and support them in completing templates
• Lead alignment call to discuss implementation timeline, requirements, project status, expected tasks required for client, & define client deliverables
• Deliver a highly engaged and informed CX journey for the client through their implementation phase resulting in delighted and referenceable clients
• Conduct user acceptance testing with the client to ensure optimization of the platform for admins and participants
• Conduct portal walkthroughs with clients to confirm grant agreements and stock certificates
  
  
  
  

• Bachelor’s degree and 3+ years in a client facing role
• An advanced understanding of equity and employee benefit plans is a plus
• Ability to function strategically by seeing the big picture vision & work with others across the enterprise
• Exceptional verbal and written communication skills and engaging presentation delivery skills
• Demonstrated client and project management skills including ability to create and maintain project plans
  
  

Expected base pay rates for the role sitting in San Francisco will be between $85,000 and $135,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Posting Date

Jun 24, 2024

Primary Location

Americas-United States of America-California-San Francisco

Other Locations

Americas-United States of America-Georgia-Alpharetta, Americas-Canada-Alberta-Calgary, Americas-United States of America-Utah-South Jordan

Education Level

Bachelor's Degree

Job

Wealth Management

Employment Type

Full Time

Job Level

Assistant Vice President