Issuer Strategy & Excellence, AVP

Introducing Morgan Stanley at Work:

We know a lot about investing and know there is no better investment a company can make than in its employees. People do not just drive a company; they are the company. Morgan Stanley at Work, a division of Morgan Stanley Wealth Management, provides workplace financial solutions that build employee financial confidence, foster loyalty and help our corporate clients attract and retain top talent. Our end-to-end offering spans Global Equity Solutions, Executive Services, Non-Qualified Deferred Compensation and Donor Advised Funds. Plus, we provide all employees with Financial Empowerment, so they have the knowledge, tools and support needed to make the most of their workplace financial benefits.

Morgan Stanley Wealth Management is a business segment of Morgan Stanley, a global financial services firm and a market leader in investment banking, securities, and investment management and wealth management services. With offices in more than 43 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals.

What you will be part of - our Morgan Stanley at Work culture:

At Morgan Stanley at Work, we walk the talk. We have created an environment for employees to learn, achieve and grow - a place for people to build a career and thrive both personally and professionally. We are passionate about exceeding our clients' expectations and helping them succeed. We are fearless in taking on new challenges to deliver exceptional results. We believe amazing things happen when we work together in an environment where everybody has a true sense of belonging where their ideas are heard.

Our employees have helped us get to where we are today; and as we continue to scale towards being the incomparable leader in our industry, we are looking for an IPO Project Specialist on our Morgan Stanley at Work Team to help write the next chapter with us. In this role, you will oversee public offerings and related transaction services; especially in the areas of delivering operational excellence and managing our client engagement across our workplace corporate clients and their participants. This role will coordinate across a multi-disciplinary team with a key focus on project delivery related to how a private company transitions and manages their stock plan as a publicly traded company. We're looking for teammates with a strong entrepreneurial spirit, a great sense of accountability and the willingness to do what it takes to help get the job done!

Responsibilities

• Interface directly with clients to deliver high-touch, consultative experience, through the complexities of IPO planning, execution, and post-IPO transition
• Support the IPO process by leading end-to-end project management-developing tailored plans and documentation, coordinating across functions, ensuring transparent stakeholder reporting, managing risks, and delivering a consultative, client-focused experience that drives successful execution
• Build and maintain tailored artifacts such as project plans, runbooks, status reports, etc. to manage and execute client events, including maintain command and control of the needs for each unique project
• Work with all functional disciplines impacted by the project to ensure 'end to end' planning is comprehensive and results in a project plan that will achieve stated goals of project
• Document meeting minutes, follow up items, and maintain project charter
• Ensure comprehensive documentation of requirements, assumptions, changes in scope etc. associated with project and establish an audit trail to demonstrate these activities have been addressed
• Provide mechanisms to capture & monitor remediation of any potential risks
• Enable appropriate escalation of any item that may impact timely delivery or cause a change to the agreed scope of project
• Ensure accurate and consistent reporting of activity, across all governance forums outside of direct control
• Develop understanding of complex public company deal structures

• BS/BA degree required. Advanced degrees a plus
• A minimum of 3 years of related professional experience in project management
• FINRA Series 7 and FINRA Series 63 Licensing
• Experience with the Shareworks and/or Equity Edge Online Platforms a plus
• Professional experience in management consulting or financial services industry, knowledge of corporate actions preferred
• Occasional travel may be required
• Experience managing major organizational change programs, such as merger integrations, corporate restructure, and corporate actions
• Proven ability to manage delivery/execution of a wide range of tasks and initiatives
• Proven experience developing partnerships with and successfully coordinating across various Business, Technology, Operations and Control partners and stakeholders
• Ability to lead and influence cross-functional teams where there is no direct reporting chain
• Experience supervising staff, including managing workflow, performance evaluations, and providing feedback
• Strong written and verbal communications skills, ability to interact at all levels of the organization and tailor messages appropriately
• Strong presentation skills, including ability to create polished PowerPoint presentations for various levels of management
• Independent self-starter who can manage multiple activities to aggressive deadlines
• Eagerness to learn the business and understand detailed business requirements
• Highly skilled in Microsoft Excel, PowerPoint, Word, and SharePoint
• You are a cultural addition to our team, and bring a diverse perspective