Data Architect Migration Specialist, AVP

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, Non-Qualified Deferred Compensation 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.

Within Morgan Stanley at Work Shareworks, Equity Edge Online® (EEO), and Global Intelligence are key offerings within our Equity Solutions pillar. These offerings combine cutting-edge technology, outstanding client service, streamlined administration, and global plan management.

Data Architect Migration Specialist role:

The Data Architect Migration Specialist will play a pivotal role in the Global Onboarding Core Platform Transformation organization. The role is responsible for managing end-to-end projects for corporate clients and internal partners, focusing on operational support across equity administration platforms (EEO and Shareworks).

Reporting to a Data Solutions Manager, the Data Architect Migration Specialist ensures efficient and accurate execution of various projects (dependent on team services): integration, data conversion, process management, administration, or execution of assigned clients’ equity compensation programs. The role will require rapid understanding of each client’s equity compensation plans to provide best-in-class services while on assignment.

The ideal candidate is technically proficient and possesses strong project management, advanced data analytical and communication skills. They excel in building relationships with clients, colleagues, and stakeholders, driving successful project outcomes and contributing to process enhancement and product development. With a focus on adaptability and continuous improvement, the Migration Specialist thrives in a fast-paced environment and takes ownership of their responsibilities to ensure client success and satisfaction.

Stock Plan Data Migration Specialist Responsibilities

The successful candidate should have a combination of strategic and tactical problem-solving skills, be a self-starter and have strong technical experience with a proven track record of achieving success in a fast-paced, results-driven organization.

• Assist in the execution of data conversion projects both in the public and private sectors to convert from a competitor’s platform into Morgan Stanley’s equity administration platforms
• Lead assigned projects, ensuring timely completion of project deliverables
• Build and maintain strong client relationships through positive interactions during project engagements
• Collaborate closely with various stakeholders, including Sales and Marketing, Relationship Management, Client Services, Operations, Product, and Technology, to ensure client satisfaction on all projects
• Partner with internal project leads and product managers to develop solutions that improve efficiency, reduce time spent on repetitive tasks, and address complex client issues
• Perform data analysis and complex reconciliations of data throughout the project lifecycle

Qualifications

• Bachelor’s degree required in business/finance or technology, computer science or related computer science experience is preferred
• 3+ years of experience in data management within business consulting or equity compensation administration