Morgan Stanley
Ultra-High Net-Worth Planning – Senior Equity Compensation Planner, Executive Di
Morgan Stanley, New York, New York, us, 10261
Ultra-High Net-Worth Planning – Senior Equity Compensation Planner, Executive Director
3 days ago Be among the first 25 applicants
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 manages 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 be 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 firm's equity compensation subject‑matter expert
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 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.
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).
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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 manages 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 be 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 firm's equity compensation subject‑matter expert
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 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.
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).
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