Corporate Equity Solutions, Global Stock Plan Services - Service Delivery Manager

  • Competitive
  • New York, NY, USA
  • Permanent, Full time
  • Morgan Stanley USA
  • 24 May 19

Corporate Equity Solutions, Global Stock Plan Services - Service Delivery Manager

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 43 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and prosper.

Morgan Stanley was the industry's first stock plan service provider and has over 40 years of experience. Today, Morgan Stanley is a recognized market leader in the stock plan services marketplace as measured by both the number of equity plans supported and plan participants on the platform. The GSPS business philosophy is to provide high touch service using a team approach. As dictated by the client's needs, their team will be comprised of a Stock Plan Director team as well as dedicated members from our Relationship Management, Service Delivery, and Financial Reporting areas.

Position Summary:
• Administer support for multiple corporate clients
• Administer Stock Options (ISO,NQ,SAR,PSO) and Restricted Stock
• Administer the processing of all equity issuances, vestings, exercises,
releases, dividends, deferrals
• Prepare accurate daily/monthly/year end reporting and reconciliation
• Ensure accurate and timely responses to all equity related inquiries and
corrections internally and externally
• Maintain and create event timelines and operating procedures with the
focus of process improvements
• Work with internal and external teams to ensure successful Compliance audits
• Interface with clients, branch, call center, vendors, and client-outsourced
administration, focusing on quality control and timeliness


• 5-10 years' relevant work experience
• Bachelor's degree preferred
• CEP 1 a plus
• Financial Firm experience a plus
• Knowledge of Solium's Shareworks application desirable

Skills Required:
• Ability to work in a fast paced environment
• Excellent organizational, follow-up and problem solving skills
• Very good interpersonal and communication skills
• Detail-oriented, ability to manage several projects and/or tasks at the
same time
• Computer proficiency in Microsoft Office applications
• Analytical skills: Well-developed problem solving skills necessary to
identify multiple solutions for issues/problems that may arise in the course
of daily processing
• Communication: Strong written and verbal communication skills necessary
for interacting with others throughout the organization
• Business Knowledge: Good understanding of the workings of the equity
compensation business as well as a strong understanding of
securities operations
• Teamwork: Ability to work well with others toward a common goal
• Project Administration: Ability to work under periods of high volumes
and pressure; need to be able to meet deadlines for daily weekly
and monthly deliverables; prioritize workflow and critical issues
• Database Administration, Reporting Analysis: Understanding of how
databases work and ability to assess feasibility of new reports
per client requests.