Onboarding Project Manager, AVP
$100,000–$140,000 year
On-siteAlpharetta, Georgia, United States or Sandy, Utah, United States
Job Summary
Serve as the primary contact for assigned corporate clients throughout the onboarding process, acting as the key liaison between new clients and internal stakeholders to establish project requirements and timelines. Engage in scoping and requirements gathering, relaying customer needs to technical specialists and software development teams while assigning work, managing multiple requests, and enforcing project schedules and standards. Lead project reviews to assess risks, facilitate communication, and provide regular reporting to managers, the executive team, and clients. Audit and monitor project data to ensure consistency with standards, actively resolve internal and external conflicts, and escalate issues tactfully. Manage concurrent projects including Stock Plan Administration and Employee Broker Services implementation with minimal supervision.
Required Qualifications
- 2+ years' experience in stock plan benefits and/or financial services
- Bachelor's degree in Business, Finance or similar field
- PMP Certification or in process of working towards its completion
- Certified Equity Professional designation
- Ability to travel up to 10% of the time
- Leadership: Able to take charge and lead projects with minimal supervision or follow-up
- Business Knowledge: Exhibits depth of knowledge relative to equity plan administration and recordkeeping software applications
- Analytical Skills: Utilizes well-developed problem-solving skills necessary to research and trouble shoot inquiries through continual interaction with all departments
- Decisiveness: Able to make good quality decisions based on a mixture of analysis, wisdom, experience, and judgment
- Program & Project Management/ Support: Shows strong organization skills and project management disciplines
- Communication: Has excellent written and verbal communication skills necessary to Interact with external clients and internal stakeholders
- Client Relationship Building: Demonstrates ability to meet customer needs in a timely manner, building productive customer relationships and taking personal responsibility for customer satisfaction and loyalty
- Customer Focus: Clearly maintains a Customer Focus and is dedicated to meeting the expectations and requirements of both internal and external customers
- Resilience: Able to work under periods of high pressure with tight timeframes
- Resilience: Able to maintain composure under high stress situations
- Resilience: Maintains positive demeanor and able to ease tension
Desired Qualifications
- In depth knowledge of Equity Compensation Brokerage Industry
- Shareworks/Equity Edge Online and/or relative administrative software knowledge
- Salesforce and Jira application knowledge
- Strong knowledge and use of MS Office (Project, Word, Excel, Visio, PowerPoint, Access & Outlook)
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