Project Manager, Client Segments, Director/AVP, Wealth Management

Support client Relationship Management team by delivering timely and accurate responses to requests for information. Leverage internal procedures to engage with various internal stakeholders for timely response to Client Risk, Compliance and Security questionnaires to ensure completeness and accuracy. Successful execution of review and analysis of participant fees set up in the stock plan platform against the client contract to ensure accuracy and mitigate risk. Prepare an analysis of any discrepancies or gaps in processes with an action plan for remediation. Engage with internal partners to effect changes on stock plan platform as required. Assist the Relationship Management team with review and maintenance of corporate client Salesforce records to maintain accuracy. Leverage internal procedures to perform contract/amendment review analysis and identify discrepancies where applicable. Complete the semi-annual escheatment analysis to identify impacted corporate clients and their underlying participants for upcoming escheatment handling. . Create and update slide decks based on research or established processes to assist our internal partners and clients. Research internal or client queries, determine their impact, conduct root cause analysis, and provide necessary solutions. Provide monthly and quarter end reporting, for actuals and forecasts. Conduct research and review information, ensuring Salesforce is accurately updated as necessary. Analyze and scrub data to provide insights for upcoming events. Work with raw data to synthesize information, driving key insights to support critical decision-making. Ensure processes are consistently followed and evidence is properly captured in accordance with global requirements. Engage internal stakeholders to raise awareness and request guidance on non-standard service requests. Create analyses in a clear and concise manner; create presentations that outline findings and enable discussions and decisions. Bachelor's degree in business administration, finance, or a related field. Minimum 1 year of experience in equity compensation administration or a related field. Proficiency in software and web applications, including MS Office suite (Word, Excel, PowerPoint) and Salesforce, with a willingness to learn new tools as necessary. Experience in customer service or client-facing roles, demonstrating the ability to understand and address client needs effectively. Strong organizational skills with the ability to multitask and manage multiple projects simultaneously. Excellent verbal and written communication skills in English. Ability to work effectively in a team environment, collaborate with colleagues, and adapt to changing priorities. Enthusiastic and adaptable individual comfortable with learning and working in a fast-paced environment. EOE M/F/D/V Committed to Diversity We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.