Senior Equity Compensation Planner, Executive Director
Morgan Stanley · mumbai, India
equity compensationfinancial planningclient engagementanalytical skillstax implicationswealth managementexperienced
Job Description
The Senior Equity Compensation Planner will assist clients and Financial Advisors in maximizing the value of equity compensation. Responsibilities include building detailed equity compensation plans, analyzing clients' equity holdings, and mentoring junior planners. Strong communication and analytical skills are essential for this role.
Qualifications
8+ years of broad-based financial planning experience, with 2+ years in dedicated equity compensation planning experience. CFP or CEP designation required.
Skills Required
- equity compensation
- financial planning
- client engagement
- analytical skills
- tax implications
- wealth management
Location
City: mumbai · Country: India