Ultra-High Net-Worth Planning – Junior Equity Compensation Planner, Associa at Morgan Stanley

New York, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

05 Feb, 26

Salary

120000.0

Posted On

07 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Equity Compensation Planning, Financial Planning, Attention To Detail, Communication Skills, Analytical Skills, Problem-Solving Skills, Global Financial Markets, Asset Allocation, Portfolio Construction

Industry

Financial Services

Description

Build and deliver detailed equity compensation plans for clients and prospects, leveraging internal modeling tools Collaborate with senior planners to 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 Educate Financial Advisors and internal partners on interpreting equity award plans and integrating them into comprehensive wealth strategies 2+ years of broad-based financial planning experience, with some dedicated equity compensation planning experience CFP or CEP designation, or in progress of obtaining Very strong attention to detail Strong communication skills, both written and spoken Strong analytical and problem-solving skills General understanding of global financial markets, asset allocation, and portfolio construction Series 7 and 66 licensed required or completion within 6 months of hire Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be between 90,000 and 120,000 per year at the commencement of employment. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Responsibilities

Build and deliver detailed equity compensation plans for clients and prospects. Collaborate with senior planners to analyze clients' equity holdings and provide strategic recommendations.