Ultra-High Net-Worth Planning – Senior Equity Compensation Planner, Executive Director
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Job Location:
Phoenix, NM - USA
Monthly Salary:
Not Disclosed
Posted on:
4 hours ago
Vacancies:
1 Vacancy
Job Summary
Ultra-High Net-Worth (UHNW) Planning is a team within the Financial Planning department of Morgan Stanleys Global Investment Office dedicated to Wealth Managements 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.
Key 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 firms 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
Qualifications:
- 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
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley we raise manage and allocate capital for our clients helping them reach their goals. We do it in a way thats differentiated and weve done that for 90 years. Our values - putting clients first doing the right thing leading with exceptional ideas committing to diversity and inclusion and giving back - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll find an opportunity to work alongside the best and the brightest in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey offering some of the most attractive and comprehensive employee benefits and perks in the industry. Theres also ample opportunity to move about the business for those who show passion and grit in their work.
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Morgan Stanleys goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race color religion creed age sex sex stereotype gender gender identity or expression transgender sexual orientation national origin citizenship disability marital and civil partnership/union status pregnancy veteran or military service status genetic information or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Required Experience:
Director
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About Company
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1, ... View more
