Ultra-high Net-worth Planning – Senior Equity Compensation Planner, Executive Director

Morgan Stanley

Multiple Locations
Base: 160,000 - 270,000; bonus/equity: not specifi...
Equity compensation expertise
Financial planning experience
Strong analytical skills
The Senior Equity Compensation Planner plays a vital role in helping clients unlock the full value of their equity compensation

Job Summary

  • The Senior Equity Compensation Planner plays a vital role in helping clients unlock the full value of their equity compensation.
  • This individual serves as a technical expert and strategic partner to Financial Advisors and Morgan Stanley teams.
  • Morgan Stanley offers a full spectrum of benefits and opportunities for career advancement.

Matching Summary

The Senior Equity Compensation Planner plays a vital role in helping clients unlock the full value of their equity compensation.

Salary

Base: 160,000 - 270,000; Bonus/Equity: Not specified; Benefits: Comprehensive employee benefits

Skills & Requirements

Must-have

  • Equity compensation expertise
  • Financial planning experience
  • Strong analytical skills

Nice-to-have

  • Excellent communication skills
  • Team collaboration
  • Mentorship abilities

Key Requirements

  • 8+ years of financial planning experience
  • CFP or CEP designation
  • Series 7 and 66 licensed required

Work Rights

Not specified

Tailored Resume

Cover Letter