Morgan Stanley
Ultra-High Net-Worth Planning – Senior Equity Compensation Planner, Executive Di
Morgan Stanley, Purchase, New York, United States, 10577
Ultra-High Net-Worth (UHNW) Planning is a team within Morgan Stanley's Global Investment Office dedicated to wealth management for UHNW and institutional clients. The team works with clients on financial planning strategies and builds tools to quantify the impact of those strategies.
Morgan Stanley is the largest stock plan recordkeeper in the world and strives to be the foremost expert in helping and guiding executives with equity compensation. The UHNW Planning team 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 FAs and the Morgan Stanley at Work teams, delivering equity compensation planning and actionable insights to current and prospective clients. 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, compare cash takeaway and tax impact, and provide analytics that assist in guiding liquidation timing.
Applicants must be comfortable speaking in front of small and large groups and will engage extensively 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 educational 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 dedicated to equity compensation planning
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 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please visit https://www.morganstanley.com/about-us/global-offices.
Compensation Packages (NY) Expected base pay rates for the role will be between $160,000 and $270,000 per year at the commencement of employment. Base pay if hired is determined individually and is only part of the total compensation package, which may also include commission earnings, incentive compensation, discretionary bonuses, other short‑ and long‑term incentive packages, and other Morgan Stanley‑sponsored benefit programs.
Compensation Packages (CO) Salary range: $160,000 – $270,000 Yr. Candidates may be eligible for an annual discretionary incentive compensation award and may participate in the relevant business unit’s incentive compensation plan, including discretionary bonus components. 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, 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 employees. Please visit https://mybenefits.morganstanley.com.
The application window is expected to close 12/6/25, but may be extended depending on whether a candidate has been selected.
Equal Employment Opportunity 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, 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).
Seniority level Mid‑Senior
Employment type Full‑time
Job function Other
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Morgan Stanley is the largest stock plan recordkeeper in the world and strives to be the foremost expert in helping and guiding executives with equity compensation. The UHNW Planning team 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 FAs and the Morgan Stanley at Work teams, delivering equity compensation planning and actionable insights to current and prospective clients. 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, compare cash takeaway and tax impact, and provide analytics that assist in guiding liquidation timing.
Applicants must be comfortable speaking in front of small and large groups and will engage extensively 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 educational 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 dedicated to equity compensation planning
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 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please visit https://www.morganstanley.com/about-us/global-offices.
Compensation Packages (NY) Expected base pay rates for the role will be between $160,000 and $270,000 per year at the commencement of employment. Base pay if hired is determined individually and is only part of the total compensation package, which may also include commission earnings, incentive compensation, discretionary bonuses, other short‑ and long‑term incentive packages, and other Morgan Stanley‑sponsored benefit programs.
Compensation Packages (CO) Salary range: $160,000 – $270,000 Yr. Candidates may be eligible for an annual discretionary incentive compensation award and may participate in the relevant business unit’s incentive compensation plan, including discretionary bonus components. 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, 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 employees. Please visit https://mybenefits.morganstanley.com.
The application window is expected to close 12/6/25, but may be extended depending on whether a candidate has been selected.
Equal Employment Opportunity 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, 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).
Seniority level Mid‑Senior
Employment type Full‑time
Job function Other
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