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Morgan Stanley | calgary, Canada | Posted May 27, 2026
Position Overview
Onboarding Project Manager Responsibilities
- Serving as the primary contact for assigned corporate clients throughout the onboarding process, maintaining a client-focused, yet firm approach.
- Using established templates, tools & processes, act as the key contact between new clients and internal stakeholders to establish project milestones and timelines.
- Engaging in scoping and requirements gathering, understanding customer needs and relaying them back to the onboarding technical specialist and / or software development team where appropriate.
- Establishing and meeting goals, assigning and directing the work of others, and managing multiple requests with minimal direction.
- Enforcing project schedules, deadlines and standards.
- Leading project reviews to assess schedule, process, risks and facilitate communication and coordination.
- Providing regular status reports to applicable managers, executive team, and the...