Morgan Stanley at Work - Senior Equity Planner
Company: CTI Education Group
Location: Denver
Posted on: February 24, 2021
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Job Description:
Job Description - Morgan Stanley at Work - Senior Equity Planner
(3166674) Job Description Morgan Stanley at Work - Senior Equity
Planner Job Number: 3166674 Posting Date : Feb 18, 2021 Primary
Location : Americas-United States of America-Colorado-Denver
Education Level : Bachelor's Degree Job : Wealth Management
Employment Type : Full Time Job Level : Executive Director
Description Morgan Stanley is a leading global financial services
firm providing a wide range of investment banking, securities,
investment management and wealth management services. The Firm's
employees serve clients worldwide including corporations,
governments and individuals from more than 1,200 offices in 43
countries.
As a market leader, the talent and passion of our people is
critical to our success. Together, we share a common set of values
rooted in integrity, excellence and strong team ethic. Morgan
Stanley can provide a superior foundation for building a
professional career - a place for people to learn, to achieve and
to grow. A philosophy that balances personal lifestyles,
perspectives and needs is an important part of our culture.
Duties:
--- Utilizing the Equity Stock & Option Analysis Tool, provide
"Equity Compensation Check in" consultations for corporate client
executives, thus establishing a roadmap of exercise strategies for
equity holders on Morgan Stanley's Stock Plan platforms.
--- Must be familiar with equity option types: Non qualified stock
options (NQSO)Incentive stock options (ISO)Restricted stock units
(RSU)Restricted stock awards (RSA)
--- In addition to working with existing equity positions, uncover
additional wealth that can be served by Morgan Stanley's Wealth
Management capabilities--
--- Work with field Financial Advisors to educate in equity
planning concepts and tool utilization.
--- Provide equity planning education primarily to executive
audiences, both in person and virtual.
--- Depending on leadership experience, may be direct supervisor to
Equity Planners
-- Qualifications ualifications:
--- 10+ years in a role focused on and delivering equity
planning
--- CFP required/CFA accepted
--- Ability, and proven success, in facilitating financial services
education to Executive audiences
--- Ideal candidates are established within the financial services
industry as a thought leader or primary equity planning resource
for their current firm.
--- People management experience preferred
Keywords: CTI Education Group, Denver , Morgan Stanley at Work - Senior Equity Planner, Accounting, Auditing , Denver, Colorado
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