Issuer Strategy & Excellence, AVP at Morgan Stanley

Our employees have helped us get to where we are today; and as we continue to scale towards being the incomparable leader in our industry, we are looking for an IPO Project Specialist on our Morgan Stanley at Work Team to help write the next chapter with us. In this role, you will oversee public offerings and related transaction services; especially in the areas of delivering operational excellence and managing our client engagement across our workplace corporate clients and their participants. This role will coordinate across a multi-disciplinary team with a key focus on project delivery related to how a private company transitions and manages their stock plan as a publicly traded company.  We’re looking for teammates with a strong entrepreneurial spirit, a great sense of accountability and the willingness to do what it takes to help get the job done!

Responsibilities

• Interface directly with clients to deliver high-touch, consultative experience, through the complexities of IPO planning, execution, and post-IPO transition
• Support the IPO process by leading end-to-end project management—developing tailored plans and documentation, coordinating across functions, ensuring transparent stakeholder reporting, managing risks, and delivering a consultative, client-focused experience that drives successful execution
• Build and maintain tailored artifacts such as project plans, runbooks, status reports, etc. to manage and execute client events, including maintain command and control of the needs for each unique project
• Work with all functional disciplines impacted by the project to ensure ‘end to end’ planning is comprehensive and results in a project plan that will achieve stated goals of project
• Document meeting minutes, follow up items, and maintain project charter
• Ensure comprehensive documentation of requirements, assumptions, changes in scope etc. associated with project and establish an audit trail to demonstrate these activities have been addressed
• Provide mechanisms to capture & monitor remediation of any potential risks
• Enable appropriate escalation of any item that may impact timely delivery or cause a change to the agreed scope of project
• Ensure accurate and consistent reporting of activity, across all governance forums outside of direct control
• Develop understanding of complex public company deal structures

Qualifications

• BS/BA degree required. Advanced degrees a plus
• A minimum of 3 years of related professional experience in project management
• FINRA Series 7 and FINRA Series 63 Licensing
• Experience with the Shareworks and/or Equity Edge Online Platforms a plus
• Professional experience in management consulting or financial services industry, knowledge of corporate actions preferred
• Occasional travel may be required
• Experience managing major organizational change programs, such as merger integrations, corporate restructure, and corporate actions
• Proven ability to manage delivery/execution of a wide range of tasks and initiatives
• Proven experience developing partnerships with and successfully coordinating across various Business, Technology, Operations and Control partners and stakeholders
• Ability to lead and influence cross-functional teams where there is no direct reporting chain
• Experience supervising staff, including managing workflow, performance evaluations, and providing feedback
• Strong written and verbal communications skills, ability to interact at all levels of the organization and tailor messages appropriately
• Strong presentation skills, including ability to create polished PowerPoint presentations for various levels of management
• Independent self-starter who can manage multiple activities to aggressive deadlines
• Eagerness to learn the business and understand detailed business requirements
• Highly skilled in Microsoft Excel, PowerPoint, Word, and SharePoint
• You are a cultural addition to our team, and bring a diverse perspective

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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 https://www.morganstanley.com/about-us/global-offices​ into your browser.

Expected base pay rates for the role will be between $120,000 and $165,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).