Ultra-High Net-Worth Planning - Senior Equity Compensation Planner, Executive Director

Morgan Stanley•New York, NY

51d

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 Senior 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 both Financial Advisors and Morgan Stanley at Work teams 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 Senior Equity Compensation Planner helps clients understand how their company equity awards fit into their broader wealth strategies. In this role, the Senior 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 and large groups. There will extensive engagement with financial advisors and their clients, including occasional branch-wide and company-wide presentations.

Requirements

8+ years of broad-based financial planning experience, with 2+ years in dedicated equity compensation planning experience
CFP or CEP designation
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
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
Participate in client meetings, webinars, and education sessions as the firm's equity compensation subject-matter expert
Par Mentor junior planners or analysts to build the next generation of equity compensation expertise within the firm
Mentor junior planners or analysts to build the next generation of equity compensation expertise within the firm

Benefits

Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 25 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees.

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