Onboarding Project Manager, AVP (Calgary)

The Onboarding Project Manager will be part of the Global Equity Solutions group within the Morgan Stanley at Work organization. The Group is responsible for the engagement and onboarding of corporate clients and their equity administration information. The candidate will work cross‑functionally to ensure successful end‑to‑end delivery of onboarding projects and will build exceptional relationships with both immediate and cross‑functional teams in a fast‑paced, evolving environment.

Onboarding Project Manager Responsibilities

• Serve as the primary contact for assigned corporate clients throughout the onboarding process, maintaining a client‑focused yet firm approach.
• Use established templates, tools, and processes to act as the key contact between new clients and internal stakeholders, establishing project milestones and timelines.
• Engage in scoping and requirements gathering, understand customer needs, and relay them to the onboarding techni...