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E*TRADE from Morgan Stanley · 2 months ago

Ultra-High Net-Worth Planning – Senior Equity Compensation Planner, Executive Director

Alpharetta, Georgia, United States of America

Full-time

Onsite

Senior Level, Lead/Staff, Director/Executive

$160K/yr - $270K/yr

8+ years exp

E*TRADE from Morgan Stanley is a leading financial services firm dedicated to providing expert equity compensation planning for ultra-high net-worth clients. The Senior Equity Compensation Planner will serve as a technical expert, collaborating with Financial Advisors to deliver tailored equity compensation strategies and insights to clients, while also mentoring junior planners in the firm.

BankingFinanceFinancial Services

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

Qualification

Financial PlanningEquity Compensation PlanningCFPCEP designationSeries 766 licensedAnalytical SkillsGlobal Financial MarketsCommunication SkillsAttention to Detail