Ultra-High Net-Worth (UHNW) Planning is a team within the Financial Planning department of Morgan Stanley’s Global Investment Office dedicated to Wealth Management’s UHNW and Institutional clients. The team works with UHNW clients and prospective clients on financial planning related strategies as well as builds and managers the tools that can quantify the impact of these strategies for clients.
Morgan Stanley is the largest stock plan recordkeeper in the world and strives to be the foremost expert in help and guidance for executives with equity compensation. The UHNW Planning team is the engine that drives equity compensation education and guidance for corporate employees and executives.
The Senior Equity Compensation Planner plays a vital role in helping clients and Financial Advisors (FAs) unlock the full value of their equity compensation. This individual serves as a technical expert and strategic partner to both Financial Advisors and Morgan Stanley at Work teams to deliver equity compensation planning and actionable insights to current clients and prospective participants. 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.
In this role, the Senior Equity Compensation Planner will utilize industry leading software applications to help visualize various executive compensation strategies, comparing cash takeaway and tax impact, as well as analytics that assist in providing the appropriate guidance on liquidation timing.
Applicants must be comfortable speaking in front of small and large groups. There will be extensive engagement with financial advisors and their clients, including occasional branch-wide and company-wide presentations.
Key Responsibilities:
- Build and deliver detailed equity compensation plans for clients and prospects, leveraging internal modeling tools
- 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
- Participate in client meetings, webinars, and education sessions as the firm’s equity compensation subject-matter expert
- Par Mentor junior planners or analysts to build the next generation of equity compensation expertise within the firm
- Mentor junior planners or analysts to build the next generation of equity compensation expertise within the firm
Qualifications:
- 8+ years of broad-based financial planning experience, with 2+ years in dedicated equity compensation planning experience
- CFP or CEP designation
- 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
- Undergraduate degree required
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. 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. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. 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.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
Skills Required
- 8+ years broad-based financial planning experience, including 2+ years dedicated equity compensation planning
- CFP or CEP designation
- Series 7 and 66 licenses required or completion within 6 months of hire
- Undergraduate degree
- Very strong attention to detail
- Strong written and verbal communication skills; comfortable presenting to small and large groups
- Strong analytical and problem-solving skills
- General understanding of global financial markets, asset allocation, and portfolio construction
Morgan Stanley Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Morgan Stanley and has not been reviewed or approved by Morgan Stanley.
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Parental & Family Support — Family support is extensive, with paid parental leave for all parents, adoption and fertility assistance, backup childcare, and eldercare resources. Feedback suggests these programs meaningfully enhance the overall package and help with retention.
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Healthcare Strength — Health coverage spans medical, dental, vision, mental‑health access, care navigation, and expert second opinions. Convenient primary care access and condition‑specific support reinforce the depth of healthcare coverage.
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Equity Value & Accessibility — Equity compensation and stock ownership are positioned as core motivators that encourage commitment and retention. Feedback suggests education and support are provided to help participants manage equity and related financial benefits.
Morgan Stanley Insights
What We Do
Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients. Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide its more than 60,000 employees in 1,200 offices across 41 countries.
