Jobs at Morgan Stanley

Provide ongoing stock plan administration and client success support for corporate clients using Shareworks. Process equity awards, grants, exercises, releases, dividends, deferrals, reporting, reconciliations, and client inquiries. Maintain event timelines and procedures, improve processes, support compliance audits, and coordinate with clients, financial advisors, service centers, onboarding teams, and internal operations while meeting service-level requirements.

Designs, develops, facilitates, and evaluates interactive learning content for internal and external audiences. Conducts needs analysis, collaborates with subject matter experts, manages learning projects, creates documentation, supports training implementation, and facilitates employee and client training. The role uses multimedia authoring tools, promotes interactive and gamified learning, maintains content, and helps establish a unified global learning strategy for Morgan Stanley at Work.

Lead compliance coverage for Canada’s CIRO-regulated Wealth Management and Morgan Stanley at Work businesses. Advise business units on regulatory matters, support new business proposals, develop compliance policies and procedures, deliver training, supervise compliance staff, and manage relationships with regulators including CIRO and FINTRAC. The role requires extensive financial services compliance experience, Canadian AML and OEO regulatory knowledge, wealth management expertise, and registration as a CIRO Chief Compliance Officer and Executive.

Owns execution of Private Markets workplace platform roadmap initiatives from discovery through launch and post-implementation. Translates business, user, and control needs into product requirements; partners with Technology, UX, analytics, Legal, Compliance, Risk, and Information Security. Manages dependencies, delivery plans, testing, releases, stakeholder communications, product health metrics, and roadmap priorities while supporting scalable digital experiences for equity compensation and workplace financial solutions.

Manage concurrent client onboarding projects for equity administration and employee broker services. Configure platform solutions, prepare and migrate client data, validate outputs, coordinate technical stakeholders, resolve configuration issues, conduct testing and quality control, improve processes, and maintain documentation. The role requires strong project management, data manipulation, technical understanding, communication, organization, and client-service skills.

Manage concurrent corporate client onboarding projects for stock plan administration and employee broker services. Serve as the primary client contact, establish milestones and schedules, gather requirements, coordinate internal teams and vendors, monitor risks, provide status reporting, resolve issues, and maintain client satisfaction. The role also provides equity compensation guidance and uses AI-enabled capabilities to improve project management workflows.

Manage multiple end-to-end onboarding projects for corporate clients implementing stock plan administration and employee brokerage services. Serve as the primary client contact, gather requirements, coordinate internal teams, establish timelines, monitor risks, enforce project standards, provide reporting, and resolve issues. The role requires strong knowledge of equity compensation, client relationship management, project governance, and financial services operations.

Owns the B2B Salesforce product lifecycle for Workplace Platforms, including requirements gathering, process analysis, backlog prioritization, Agile ceremonies, and sprint execution. Translates business needs into JIRA stories, advises stakeholders as a Salesforce subject matter expert, supports product strategy, provides training, tracks initiative impact using metrics and Tableau, and drives workflow and process improvements across cross-functional teams.

Manages ongoing corporate client support for equity compensation plans across Shareworks and Equity Edge Online. Processes stock plan events, reconciles records, updates client data, resolves platform issues, monitors service queues, documents solutions, and meets SLAs. Builds long-term client relationships through proactive communication, meetings, risk mitigation, and product guidance. Collaborates with internal teams on issue resolution, testing, bug identification, process improvement, and client onboarding.

Serve as the primary contact for executive and C-suite participants in equity and share purchase plans. Handle inbound/outbound calls, establish 10b5-1 plans, process 144 filings, facilitate gifting and money movement, resolve complaints, use Shareworks and other online tools, meet call volume and accuracy benchmarks, and follow privacy, compliance and audit processes while collaborating with team members.

Lead product strategy and delivery for Workplace Platforms (equity compensation and retirement products). Define requirements, prioritize features, collaborate across technology, UX, risk and compliance, oversee development delivery, ensure risk controls, and use data to drive product improvements and executive communication.