As the largest Stockplan recordkeeper in the world, Morgan Stanley strives to be the foremost expert in help & guidance for executives with equity compensation.
Our Equity Planning & Education Center is the engine that drives equity compensation information and guidance for corporate employees and executives.
In this role, you will be responsible for educating equity compensation holders and consulting with them on the appropriate strategies moving forward.
In this role you will utilize industry leading software applications to help visualize various tax impact strategies as well as analytics that assist in providing the appropriate guidance on liquidation timing.
Qualifications:
To be eligible for the Senior level planning position, you will need to have at least ten years in equity compensation planning experience with experience advanced equity planning software.
We will also consider individuals with 5 or more years of dedicated broad based financial planning experience interested in learning the role of dedicated equity compensation planning at a non Senior level of this role.
Licenses: Series 7 & 66 required, CFP required
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. 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.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
For Denver/Greenwood Village, CO only:
Salary range for the position: [$110,000 - $185,000] Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. 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 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. The application window is expected to close 11/2/2024, but may be extended depending on whether a candidate has been selected.
For Purchase, NY and New York, NY only:
Expected base pay rates for the role will be between $110,000 and $185,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.