Job Summary

• The Senior Equity Compensation Planner plays a vital role in helping clients and Financial Advisors (FAs) unlock the full value of their equity compensation.
• 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.
• 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 consistent with state and local law, 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 our employees.

Matching Summary

Salary

Base: 160,000 - 270,000; Bonus/Equity: Discretionary incentive compensation award, incentive compensation plan, discretionary bonus component; Benefits: Medical, Dental, Vision, 401(k), Paid Time Off, etc.

Skills & Requirements

Key Requirements

• 8+ years financial planning experience
• 2+ years equity compensation planning
• CFP or CEP designation
• Series 7 and 66 licensed
• Strong communication skills
• Strong analytical skills

Work Rights