Onboarding Project Manager, AVP
Calgary, ABMorgan Stanley: Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management…
2+ ansCandidates need at least two years managing software or implementation projects with heavy client interaction, strong written and verbal communication, and proficiency with Microsoft Office. Equity platform skills in Equity Edge Online or Shareworks are required, and a bachelor's degree or equivalent experience is expected.
Equity Edge Online, Shareworks, Salesforce, TaskRay, Microsoft Excel, Microsoft Word
Client Onboarding & Implementation Specialist, AVP
Calgary, ABMorgan Stanley: Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management…
3+ ansCandidates need at least three years of software or onboarding project management, data migration experience, and strong analytical and communication skills. A Shareworks or EEO certification and CEP credential are required depending on level, with advanced Excel strongly desired.
Shareworks
Onboarding Engagement Project Manager, AVP
Calgary, ABMorgan Stanley: Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management…
2+ ansCandidates need 2+ years of stock plan benefits or financial services experience, strong Fortune 500 client engagement skills, and in-depth knowledge of equity compensation. A PMP or working toward it, and the Certified Equity Professional designation, are strongly preferred, along with a business, finance or similar bachelor's degree.
Shareworks, Equity Edge Online, Salesforce, Jira, MS Project, MS Excel