Morgan Stanley
Vice President, Strategic Growth – Global Intelligence and Tax
Morgan Stanley, Alpharetta, Georgia, United States, 30239
Vice President, Strategic Growth – Global Intelligence and Tax
We know a lot about investing and are certain 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. 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. 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.
Global Intelligence Organization The Vice President, Strategic Growth plays a lead role in delivering our Global Intelligence and Tax 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 to 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 multinational 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.
VP, Strategic Growth – 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 and client relationship management focused on driving adoption of the Global Intelligence platform and the tax tools available in Shareworks and Equity Edge Online.
Own the sales function for the Global Intelligence and Tax organization including RFP review, prospect and pipeline management, and management reporting to senior leadership.
Qualify 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.
Attend and present at Morgan Stanley’s Thrive conference, industry conferences and events to stay up to date on equity compensation plan compliance standards.
Qualifications
Bachelor’s degree in business, economics or a related discipline is required; Qualified lawyer, CPA, or CEP desirable but not required.
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 users’ experience.
Morgan Stanley's 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).
What You Can Expect From Morgan Stanley We are committed to maintaining the first‑class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values – putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back – aren’t just beliefs, they guide the decisions we make every day to do what’s best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll 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.
#J-18808-Ljbffr
Global Intelligence Organization The Vice President, Strategic Growth plays a lead role in delivering our Global Intelligence and Tax 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 to 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 multinational 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.
VP, Strategic Growth – 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 and client relationship management focused on driving adoption of the Global Intelligence platform and the tax tools available in Shareworks and Equity Edge Online.
Own the sales function for the Global Intelligence and Tax organization including RFP review, prospect and pipeline management, and management reporting to senior leadership.
Qualify 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.
Attend and present at Morgan Stanley’s Thrive conference, industry conferences and events to stay up to date on equity compensation plan compliance standards.
Qualifications
Bachelor’s degree in business, economics or a related discipline is required; Qualified lawyer, CPA, or CEP desirable but not required.
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 users’ experience.
Morgan Stanley's 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).
What You Can Expect From Morgan Stanley We are committed to maintaining the first‑class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values – putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back – aren’t just beliefs, they guide the decisions we make every day to do what’s best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll 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.
#J-18808-Ljbffr