IPO Onboarding Team Lead at Morgan Stanley (Phoenix, AZ)

| Phoenix – Mesa – Scottsdale, AZ
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Introducing Morgan Stanley at Work:

We know a lot about investing and are certain that that there's no better investment a company can make than in its employees. People don't just drive a company, they are the company. So when people work at their best, companies do too. 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 Equity, Financial Wellness and Retirement Solutions. 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.

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

At Morgan Stanley at Work, we walk the talk. We have created a place for our employees to learn, achieve and grow - a place for people to build a career where you can 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 that deliver exceptional results. We believe amazing things can happen when we work together in an environment where everybody has a true sense of belonging and their ideas are heard.

We value differences and are committed to providing a work environment where our people can do their best work. We look for people who are problem solvers, empathetic listeners, team players and inclusive leaders. We are committed to your growth and development, and your entire employee experience. We recognize that our people and culture are the keys to our success. We invite you to explore how you can be an integral part of our team.

Shareworks by Morgan Stanley is one of the key offerings within our Equity Solutions pillar. This offering combines cutting-edge technology with outstanding client service and global plan management. As its name implies, Shareworks provides clear and actionable ways to make equity plans more personal, so employees at all levels of a company can fully experience the many benefits of shared ownership. It simplifies the complexities of equity plan management, while helping employees realize the full potential of their benefits.

IPO Onboarding Team Lead Responsibilities:

The IPO Onboarding Team Lead will be part of the Onboarding / Migrations organization within the US Stock Plan service group for Morgan Stanley @ Work. The candidate will assist the team's manager in leading a team of IPO Project and Configuration Specialists that provide efficient and accurate technical implementation support to Shareworks by Morgan Stanley's clients.

The IPO Onboarding Team Lead:

  • Leading a team of IPO Project and Configuration Specialists in the execution of the following activities:
    • Support the design and management of process workflows
    • Maintaining and utilizing the project workflow and checklists to ensure delivery of project deliverables
    • Performing configuration reviews, inclusive of end to end testing, and update configuration status when appropriate
    • Analyzing existing processes and tools, with the goal of identifying gaps and opportunities for improvement
    • Ensuring quality control of all developed and modified solutions
    • Lead internal team projects for development of skills within the team
    • Ensure successful delivery of process documentation and training as required
    • Provide backfill support for specialists or work on projects required on an ad-hoc basis
    • Completing data analysis of key KPIs for accurate manager reporting requirements
    • Project assignment and capacity planning support
    • Act as an escalation point for internal and external issues relating to IPO onboarding engagements


  • Degree or diploma in Information Systems, Data Management, Business, Finance, Sciences, or similar field is preferred
  • 1+ years' experience with coaching, training, and developing individuals or teams
  • Expert knowledge of the Shareworks platform
  • Experience working with data migration, or the management and manipulation of large amounts of data that at times may be ambiguous
  • Strong analytical, problem-solving skills, and high attention-to-detail
  • Comfortable in a fast-paced and evolving environment which often requires ongoing learning and training opportunities to be self-driven
  • Proven success working in highly collaborative, team-centric environments is a must
  • Proven success at delivering an exceptional client experience
  • Expert knowledge and use of MS Office (Project, Excel, Access & Outlook); Knowledge of Stock Plan software; Salesforce and Jira applications
  • Exposure to, or experience with, agile methodologies and environments
  • Demonstrated proficiency with technology and technical concepts

While we thank all applicants for their interest, please note that only those individuals selected for an interview will be contacted.
More Information on Morgan Stanley
Morgan Stanley operates in the Financial Services industry. The company is located in Rochester, NY, New York, NY, Purchase, NY, Conshohocken, PA, Baltimore, MD, Richmond, VA, Westlake, OH, Beavercreek, OH, Tampa, FL, Kansas City, MO, Omaha, NE, New York, NY, San Francisco, CA and San Francisco, CA. It has 87899 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability insurance, Dental insurance, Vision insurance, Health insurance and Life insurance. To see all 41 open jobs at Morgan Stanley, click here.
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