Onboarding Project Lead - Equity Plans & Client Delivery
Morgan Stanley
Morgan Stanley at Work is seeking an Onboarding Project Manager to lead end-to-end client onboarding for U.S. Public Equity Solutions. You will manage multi-project delivery, coordinate requirements with internal teams and maintain high client satisfaction in a fast-paced environment. You will build strong relationships, oversee timelines, and ensure accurate execution of stock plan administration initiatives while leveraging tools like Shareworks and Equity Edge Online. #J-18808-Ljbffr Morgan Stanley
- Client Delivery Specialist - Associate - Full Time - HybridAbout... ..., works on special projects, and helps with ad-... ...analysis of private equity and hedge fund... ...issuesHelp manage client onboarding, account setup and training... ...with planning tools such as eMoney,...Employment EquityFull timeWork at officeRemote work
$90k - $120k
...Description Our client is seeking a Senior Client Delivery Specialist for... ...relationships, leading high-impact... ...of private equity and hedge fund... ...relationships: Client onboarding Client... ...to ensure all projects are completed on... ...with planning tools such as eMoney...Employment EquityPermanent employmentWork at officeLocal area$100k - $140k
...help our corporate clients attract and... ...end offering spans Equity, Financial Wellness... ...administration, and global plan management.... ...Overview The Onboarding Project Manager will be part... ...end-to-end delivery of onboarding projects... ...and standards. Leading project reviews...Employment EquityTemporary workImmediate start$155k - $185k
...looking for an Investor Onboarding and Regulatory Review... ...Document Review team.Manage client engagements and... ...-motivated with robust project management and process... ...which includes salary, equity for all full-time employees... ...employer matched retirement plan, generously subsidized...Employment EquityFull timeWork at officeRemote work$85k - $125k
...Client Delivery, Team Lead - Assistant Vice President Stamford, Connecticut,... ...issues, overseeing special projects, and ensuring that team members... .... Analyze private equity and hedge fund statements for... ...employer matched retirement plan, generously subsidized healthcare...Employment EquityFull timeWork at officeRemote work$170k - $200k
...system on the platform for clients. The team develops and... ...and support the onboarding of new issuers onto the... ..., owning the resulting projects and partnering with Product... ...which includes salary, equity for all full-time employees... ...matched retirement plan, generously subsidized...Employment EquityFull timeWork at officeRemote work$117k - $171k
...Summary Langan is seeking a Geotechnical Project Manager to join its collaborative team in... ...of staff engineers, and interfacing with clients. In this role, you will have the... ...specific budgets, schedules, and deadlines. Plans, schedules and develops task and project...Hourly payWork experience placementWork at officeLocal areaWorldwide$174.4k - $250.1k
...Bridge Inspection Project Manager/Team Leader... ...Bridge Inspection Group Lead on a full-time... ...transit and local clients. You will be expected... ...profitable project delivery. Grow and... ...Structures.135086 Plan of Action for Scour... ...addition to internal equity and specific geographic...Employment EquityFull timeContract workWork experience placementFor subcontractorWork at officeLocal areaFlexible hours$85k - $135k
...Client Success Manager Morgan Stanley is a leading global financial services firm... ...on messaging, onboarding, cross-selling... ...stock plan transactions are... ...responses to all equity related inquiries... ..., ensuring deliveries, and if outages... ...advisor ~ Strong project management and...Employment EquityTemporary workWorldwide$150k - $175k
...Client Executive, Private Equity/M&A- Risk Management Come join our team! There are many reasons why... ...parties during new business/quoting/onboarding process; coordinating proposal/deliverable... ...& Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause &...Employment EquityWork at officeLocal area$100k - $140k
...candidate will support client management and business... ...technical role focused on the delivery and ongoing support of... ....Support internal project management efforts,... ...which includes salary, equity for all full-time employees... ...matched retirement plan, generously subsidized...Employment EquityFull timeWork at officeRemote work$115k - $185k
...Overview:Morgan Stanley is a leading global financial... ...Firm's employees serve clients worldwide including corporations... ...by Morgan Stanley Equity Compensation, and... ...relationships, Financial Advisors, plan administration teams,... ...cross-functional projects related to NQDC product...Employment EquityTemporary workWork at officeWorldwide$44k - $80k
...Client Support Specialist We have an exciting opportunity... ...interviewing and onboarding, as well as access to... ...to include options, equities, mutual funds and... ...of general financial planning concepts Proven customer... ...being support, market-leading retirement, generous paid...Employment EquityRemote jobFull time$115k - $155k
...Personal Lines Client Executive Make an Impact as a Personal Lines... ...-to-day account management to lead strategy, influence client... ...policy review, setting the game plan, loss analysis, program design... ...the importance of diversity, equity, and inclusion among all IMA associates...Employment EquityTemporary workInternshipLocal areaFlexible hours$150k - $250k
...and services to its clients, including... ...financial and wealth planning, credit & lending,... ...mortgage loans, and home equity lines of credit, primarily... ...Director to lead the strategy, design, and delivery of Home Loans' digital... ...on product, project, and platform updates...Employment EquityTemporary workWork experience placementWork at officeWork from home- ...is seeking a Professional Engineer to join our Water Team in Rye Brook, NY. The role focuses on planning, designing, and delivering wastewater projects for municipal clients, including collection systems and biosolids. The position offers a flexible hybrid schedule with...Work at officeFlexible hours
$75k - $150k
...Client Advisor Acrisure is a global Fintech leader that combines the... ...objectives established in your sales plan by building a qualified pipeline, converting leads to revenue-generating... ...qualifications, location, and internal equity. Candidates should be comfortable...Employment EquityImmediate startFlexible hours$25 - $38.46 per hour
## Licensed Private Client BankerApplylocations: White Plains, NYtime... ...client relationship with a plan-based approach to financial advice... ...deposit products, home equity, unsecured lending, certificates... ...appointments and quality conversations leading to recommendations that...Employment EquityHourly payWork experience placementDay shift$65k - $80k
...Financial Planning and Design Coordinator with Life Insurance... ...helps support our clients' regional and global... ...platform to continue our lead in the insurance and risk... ...Law Firms, to private equity firms, high and ultra-... ...manage multiple, concurrent projects and deliverables...Employment EquityWork experience placementWork at officeLocal areaRemote workShift work$32.5 - $36 per hour
...key role in growing TurboTax’s client base within the local... ...Engage with new prospects, nurture leads, and convert prospects into long... ...refunds, and provide future tax planning advice. \n Utilize... ...be eligible for a cash bonus, equity rewards and benefits, in accordance...Employment EquityLocal area$32.5 - $36 per hour
...key role in growing TurboTax’s client base within the local... ...Engage with new prospects, nurture leads, and convert prospects into long... ...refunds, and provide future tax planning advice. \n Utilize... ...be eligible for a cash bonus, equity rewards and benefits, in accordance...Employment EquityLocal area$105.38k - $215.38k
...Summary Are you a delivery-focused tax leader who... ...to interact with clients on their personal tax matters... ...engagements (planning through post-filing).Drive... ...regulatory requirements.Lead and collaborate with delivery... ....Strong engagement/project management skills (planning...Work at officeLocal area$155k - $180k
...structuring, manager onboarding and fund lifecycle... ...responsible for leading and helping manage... ...aligned with client, regulatory, and commercial... ...and strategic projects as needed.... ...includes salary, equity for all full-time... ...matched retirement plan, generously subsidized...Employment EquityFull timeWork at officeRemote work- ...work to weave diversity, equity, and inclusion into our work... ...a job, it's a chance to lead change, drive progress,... ...Senior Water/Wastewater Project Manager, we'll count on you to:Plan, direct and monitor all aspects... ...concurrentlyEstablish client relations and be involved...Employment EquityContract workWork at office
- ...outstanding Senior Product Manager to lead product delivery for innovative Business Process Management... ...way clinical studies are developed, planned, and assessed. As the Product Lead on... ...bonuses or other incentive plans, equity awards, pension or retirement benefits...Employment EquityTemporary work
$134.4k - $219.2k
...Senior Product Manager to serve as Product Lead for Regeneron’s enterprise generative-AI... ...agile environments, balancing tactical delivery with long-term platform strategy -... ...role: annual bonuses or other incentive plans, equity awards, pension or retirement benefits,...Employment Equity$160k - $250k
...seek to provide our clients excess return at... ...investment grade to private equity with a focus on... ...carry/incentive plans and other compensation related projects.Maintenance and review... ...Services for onboarding of Carry Plans, Employee... ...strive to be:The leading provider of retirement...Employment EquityFull timeLocal area$100k - $140k
...our corporate clients attract and retain... ...offering spans Equity, Financial... ...the engagement, onboarding and day-to-day... ...administration plan terms and associated... ..., and project leadership skills... ...consultants by leading by example and... ...exceed service delivery expectations Strong...Employment EquityTemporary work$103k - $205k
HDR is seeking an experienced Project Manager to lead initiatives within our Water Business Group in White Plains, NY. You'll oversee multifaceted projects that ensure sustainable water management and public health support. The ideal candidate will have a Bachelor's in...- ...ManagerMorgan Stanley is a leading global financial... ...Firm's employees serve clients worldwide including corporations... ...emphasis on messaging, onboarding, cross-selling,... ...sharing thought leadership, plan-level analytics, and... ...roleExperience in the equity or share plan industry,...Employment EquityWorldwide
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