Ultra-High Net-Worth Planning – Senior Equity Planner, Executive Director

Ultra-High Net-Worth (UHNW) Planning is a team within Morgan Stanley's Global Investment Office dedicated to wealth management for UHNW and institutional clients. The team works with clients on financial planning strategies and builds tools to quantify the impact of those strategies.

Morgan Stanley is the largest stock plan recordkeeper in the world and strives to be the foremost expert in helping and guiding executives with equity compensation. The UHNW Planning team 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 FAs and the Morgan Stanley at Work teams, delivering equity compensation planning and actionable insights to current and prospective clients. 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, compare cash takeaway and tax impact, and provide analytics that assist in guiding liquidation timing.

Applicants must be comfortable speaking in front of small and large groups and will engage extensively with financial advisors and their clients, including occasional branch‑wide and company‑wide presentations.

• 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 educational sessions as the firm’s equity compensation subject‑matter expert
• Mentor junior planners or analysts to build the next generation of equity compensation expertise within the firm

• 8+ years of broad‑based financial planning experience, with 2+ years dedicated to equity compensation planning
• 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

We are committed to maintaining the first‑class service and high standard of excellence that have defined Morgan Stanley for over 89 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 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.

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Expected base pay rates for the role will be between $160,000 and $270,000 per year at the commencement of employment. Base pay if hired is determined individually and is only part of the total compensation package,…