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Morgan Stanley · 1 hour ago

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

Purchase, NY

Full-time

Onsite

Senior Level, Lead/Staff

$160K/yr - $270K/yr

8+ years exp

Morgan Stanley is a leading financial services firm dedicated to wealth management for ultra-high net-worth clients. The Senior Equity Compensation Planner plays a vital role in assisting clients and Financial Advisors in maximizing the value of equity compensation through strategic planning and education.

Asset ManagementFinanceFinancial ServicesLending

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

Equity compensation planningCFPCEP designationFinancial planning experienceSeries 766 licensedAnalytical skillsGlobal financial markets knowledgeCommunication skillsAttention to detailProblem-solving skills