Vice President, Business Growth– Tax Mobility and Equity Compliance

Morgan Stanley

About The Position

Middle management position We know a lot about investing and are certain that that there’s no better investment a company can make than in its employees. People don’t just drive a company, they are the company. So when people work at their best, companies do too. Morgan Stanley at Work, a division of Morgan Stanley Wealth Management, provides workplace financial solutions that build employee financial confidence, foster loyalty and help our corporate clients attract and retain top talent. Our end-to-end offering spans Equity, Financial Wellness and Retirement Solutions. Plus, we provide all employees with Financial Empowerment, so they have the knowledge, tools and support needed to make the most of their workplace financial benefits. What you’ll be part of – our Morgan Stanley at Work culture: At Morgan Stanley at Work, we walk the talk. We have created a place for our employees to learn, achieve and grow – a place for people to build a career where you can thrive both personally and professionally. We are passionate about exceeding our clients’ expectations and helping them succeed. We are fearless in taking on new challenges that deliver exceptional results. We believe amazing things can happen when we work together in an environment where everybody has a true sense of belonging and their ideas are heard. We value differences and are committed to providing a work environment where our people can do their best work. We look for people who are problem solvers, empathetic listeners, team players and inclusive leaders. We are committed to your growth and development, and your entire employee experience. We recognize that our people and culture are the keys to our success. We invite you to explore how you can be an integral part of our team. The Global Intelligence Organization: The Vice President, Business Growth– Tax Mobility and Equity Compliance sits as part of the management team within the Global Intelligence function and plays a lead role in delivering our Global equity compliance tools and products and services to key current and prospective clients. The role requires someone who can be both a subject matter expert in global tax and tax mobility for global share plans, and a sales consultant who has responsibility for managing the full sales cycle, from prospecting, RFP, demoing, and contracting. The role focuses on delivering sales and solutions of the Global Intelligence Platform and Shareworks and EEO tax tools to prospects and clients. Specifically, providing subject matter expertise to multi-national clients on managing the legal, tax, and mobility issues which may impact a global equity plan, and pitching clients to the suite of product offerings that MSAW provides in support of that. The role will work in partnership with the Head of Global Intelligence to introduce and develop our suite of marketing tools to continue to strategically focus on future growth. Our ideal candidate will bring proven experience on the legal, tax, and mobility issues relating to global equity plans. They will have strong communication and public speaking skills, be technically savvy, and adept at influencing senior decision makers. The ideal candidate has a passion for global share plans and the international regulatory and tax compliance that comes with it and a deep belief in team success, willingness to adapt to continuous change, and a desire to take ownership over responsibilities. They will have a demonstrated ability to build effective relationships with clients, colleagues, and other stakeholders.

Requirements

Bachelor’s degree in business, economics or a related discipline is required
5 – 10 years professional experience.
Highly tech-oriented person capable of understanding complexities of Software as a Service (SaaS).
Practical experience, preferably in financial services, tax industry, or equity compensation.
Proven ability to explain complex topics to expert and non-expert audiences, both in person and across different media and deploying differing styles.
Team player mentality and place a high value on building strong relationships.
Ability to manage multiple client projects at one time.
Comfortable delivering effective presentations to a variety of audiences at all levels.
Comfortable in a fast-paced and evolving environment which includes ongoing learning and training opportunities.
Desire to contribute to the growth of the business, our platform and our user’s experience.

Nice To Haves

Qualified lawyer, CPA, or CEP desirable but not required.

Responsibilities

Leads and drives presentations as a technical subject matter expert on areas of global equity plan regulatory and tax issues, and Global Intelligence and tax product expertise.
Become an expert in understanding the Global Intelligence Platform, and Shareworks’ and Equity Edge Online’s tax functionality to support clients’ share plan compliance.
Business development as well as client relationship management focused on driving adoption of the Global Intelligence platform and the tax tools available in Shareworks and Equity Edge Online.
Owning the sales function for the Global Intelligence and tax organization including RFP review, prospect and pipeline management, and management reporting to senior leadership.
Qualifies new business for prospective clients by researching issues that require input from several groups or people including understanding and scoping of client requirements.
Feed client requirements and market trends to the Global Intelligence team so that they can communicate those trends to the Development team for addition into the Global Intelligence and MSAW Equity Administration Platforms development roadmaps to ensure MSAW platforms remain a disruptive force with leading technology in the regulatory, compliance, and tax space.
Attends and presents at Morgan Stanley’s Thrive conference, industry conferences and events to stay up to date on equity compensation plan compliance standards.

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