E*TRADE from Morgan Stanley · 3 months ago
Vice President, Business Growth– Tax Mobility and Equity Compliance
Alpharetta, Georgia, United States of America
Full-time
Onsite
Mid, Senior Level
5+ years expE*TRADE from Morgan Stanley is a division of Morgan Stanley Wealth Management that provides workplace financial solutions. The Vice President, Business Growth– Tax Mobility and Equity Compliance will lead the delivery of global equity compliance tools and services, manage the sales cycle, and provide expertise on global tax and mobility issues for multi-national clients.
BankingFinanceFinancial Services
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 as well as client relationship management focused on driving adoption of the Global Intelligence platform and the tax tools available in Shareworks and Equity Edge Online
Owning the sales function for the Global Intelligence and tax organization including RFP review, prospect and pipeline management, and management reporting to senior leadership
Qualifies 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
Attends and presents at Morgan Stanley’s Thrive conference, industry conferences and events to stay up to date on equity compensation plan compliance standards
Qualification
Required
Bachelor's degree in business, economics or a related discipline is required
5 – 10 years professional experience
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 user's experience
Preferred
Qualified lawyer, CPA, or CEP desirable but not required
Benefits
Financial Empowerment
Comprehensive employee benefits and perks
Company
E*TRADE from Morgan Stanley
E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2020-02-20Acquired
1996-08-16IPO
Leadership Team
Julia Miller
Executive Director, Creative Services
Recent News
2025-11-07
2025-10-14
Company data provided by crunchbase