MacKenzie McIndoe

Experience

1. Senior Vice President

   Morgan Stanley

   Mar 2020 — Present

   Responsible for managing a team of 5 project managers focused on identifying opportunities for enhancement and mitigating challenges during implementation of corporate clients onto the MS equity compensation platform: • Communicating directly with Fortune 500 corporate clients, point of contact for project kickoffs, scoping discussions, requirement gathering - contributing to an increase in customer loyalty score between 2020 and 2021. • Managing reporting to senior leadership, communicating project timelines, milestones, timely status updates, accomplishments and roadblocks – resulting in transparency and pathways to solution. • Driving cross-functional discussions for alignment between client expectations and the product roadmap. • Developing an implementation roadmap for consolidation of requests for inbound and outbound reporting support under a fee-based model, increasing revenue for the firm. • Streamlined the process for corporate client inbound and outbound reporting service requests, prioritizing the backlog and utilizing a points-based capacity model to align resources ahead of project kickoff – resulting in increased velocity. • Completed a current state and target operating model analysis to identify and implement best practices among 3 teams. • Directly impacted an audit remediation program’s move from high risk to on track over a 3-month period by providing organization and structure, aligning skilled resources and developing cross functional partnerships with MS Risk teams. • Created custom test plans for highly sensitive white glove clients prior to their implementation onto the MS platform, resulting in increased client satisfaction. Acted as a strong servant leader, going above and beyond to assist with testing. • Created a key skillset matrix for the project management team, leveraging e-learning course materials and monthly team speaker discussions to support career growth and increase employee engagement.

Skills

• Sql
• Event Planning
• R
• Powerpoint
• Sales
• Microsoft Word
• Customer Service
• Bloomberg Terminal
• Microsoft Excel
• Data Analysis
• Teamwork
• Microsoft Office
• Facebook