Implementation Specialist, AVP

Implementation Specialist:

Introducing Morgan Stanley at Work:

We know a lot about investing and are certain 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.

The Global Intelligence Organization:

Global Intelligence is a cloud service that provides legal, tax, and mobility information to companies that offer stock as part of their employees’ compensation across multiple countries. Our industry-leading application is designed to simplify the complexities of equity plan management, while helping employees realize the full potential of their benefits.

Implementation Specialist Role:

The Implementations Specialist plays a lead role in delivering Global Intelligence and Tax products and services to our current and prospective clients. This role requires development into a subject matter expert in global tax, tax mobility, and regulatory compliance for global share plans and an expert in Global Intelligence and Shareworks tax tools. The role focuses on relationship and consultative services for new and existing clients, implementing multi-national clients on our suite of product offerings, and the opportunity to support our sales and internal teams across the business as well as the development of our product.

Our ideal candidate is technically savvy, with strong communication skills and likes to work through challenges. You have a passion for global tax compliance, and tax mobility specifically. A knowledge of employee share plans and Shareworks would be beneficial. You have a deep belief in team success, a willingness to adapt to continuous change, and a desire to take ownership over responsibilities. You also have a demonstrated ability to build effective relationships with clients, colleagues, and other stakeholders.

Implementations Specialist Responsibilities:

• Become an expert of the Global Intelligence Platform and equity compensation platform tax tool functionality to support clients’ share plan compliance.
• Implement new clients as per their contracted services and products – including working closely with clients to understand their needs, rules and policies, and implement their sites to accurately reflect them.
• Serve as the first point of contact when onboarding new clients and provide training, which includes: explaining product functionalities and capabilities, demonstrating product set up and educating on how to maximize benefits from using the platform.
• Share client requirements and market trends with the Global Intelligence team so that they can communicate trends to the Development team for addition into the Shareworks development roadmap to ensure Shareworks remains a disruptive force with leading technology in the regulatory, compliance, and tax space.
• Manage client relationships by answering general queries about use of the platform within the time frame outlined in our service level agreements.
• Collaborate and communicate with internal and external stakeholders to ensure full understanding of Global tax legislation, tax rules, and mobility rules.
• Use knowledge of tax legislation, tax policies and mobility rules to build and refine information on the Global Intelligence Platform and in Shareworks.
• Share knowledge and expertise with colleagues and professional contacts through participation and/or attendance in industry events.

Qualifications:

• Bachelor’s degree or similar area of focus.
• Qualified lawyer or accountant desirable but not required.
• Highly tech-oriented person capable of understanding complexities of Software as a Service (SaaS).
• Practical experience, preferably in financial services, tax industry or equity compensation.
• Fluency in both oral and written English is required; additional spoken and written languages are an asset.
• Knowledge of Shareworks is an asset, particularly platform configurations and client implementation.
• Knowledge of Equity Edge Online tax tables an asset.
• Team player mentality and place high value on building strong relationships.
• Process focused, organized, and strong attention to detail.
• Ability to manage multiple projects at one time.
• Comfortable delivering presentations to audiences at all levels across different media.
• Demonstrated competency with common technology and technical concepts, including Software as a Service (SaaS), Microsoft Excel. Knowledge of Shareworks is an asset.
• Comfortable in a fast-paced and evolving environment which includes ongoing learning and training opportunities.
• Desire to contribute to the growth of the business, our platform and our user’s experience. 

While we thank all applicants for their interest in a career with Morgan Stanley at Work, please note that only those individuals selected for an interview will be contacted.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. 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. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. 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 into your browser.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

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