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