Ultra-High Net-Worth Planning – Junior Equity Compensation Planner, Associate
About The Position
Ultra-High Net-Worth (UHNW) Planning is a team within the Financial Planning department of Morgan Stanley's Global Investment Office dedicated to Wealth Management's UHNW and Institutional clients. The team works with UHNW clients and prospective clients on financial planning related strategies as well as builds and managers the tools that can quantify the impact of these strategies for clients. Morgan Stanley is the largest stock plan recordkeeper in the world and strives to be the foremost expert in help and guidance for executives with equity compensation. The UHNH Planning team is the engine that drives equity compensation education and guidance for corporate employees and executives. The Junior Equity Compensation Planner plays a vital role in helping clients and Financial Advisors (FAs) unlock the full value of their equity compensation. This individual serves as a technical expert and strategic partner to senior planners when working with Financial Advisors to deliver equity compensation planning and actionable insights to current clients and prospective participants. By blending deep expertise in equity award structures, tax implications, and financial-planning concepts, the Junior Equity Compensation Planner helps FAs understand how their clients' company equity awards fit into their broader wealth strategies. In this role, the Junior Equity Compensation Planner will utilize industry leading software applications to help visualize various executive compensation strategies, comparing cash takeaway and tax impact, as well as analytics that assist in providing the appropriate guidance on liquidation timing. Applicants must be comfortable speaking in front of small groups. There will extensive engagement with financial advisors and their clients.
Requirements
- 2+ years of broad-based financial planning experience, with some dedicated equity compensation planning experience
- CFP or CEP designation, or in progress of obtaining
- Very strong attention to detail
- Strong communication skills, both written and spoken
- Strong analytical and problem-solving skills
- General understanding of global financial markets, asset allocation, and portfolio construction
- Series 7 and 66 licensed required or completion within 6 months of hire
Responsibilities
- Build and deliver detailed equity compensation plans for clients and prospects, leveraging internal modeling tools
- Collaborate with senior planners to analyze clients' equity holdings, vesting schedules, and award types (RSUs, PSUs, stock options, ESPPs, SARs) to evaluate value realization, diversification, and liquidity strategies
- Act as a specialist extension of Financial Advisor teams, collaborating to deliver personalized presentations and strategic recommendations
- Educate Financial Advisors and internal partners on interpreting equity award plans and integrating them into comprehensive wealth strategies
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
