Job Description

Morgan Stanley at Work is a leader in workplace benefits (i.e., equity compensation, retirement, and financial wellness) for public and private corporations. For companies and employees looking for modern workplace financial solutions, Morgan Stanley at Work is a confidence-building ally that meets people wherever they are on their journey of wealth creation through thoughtful education, insightful advice and leading technology.

This role reports into the head of the Morgan Stanley at Work Participant Education Team and is responsible for working with internal and external stakeholders to help plan and conduct participant education sessions. We are seeking an enthusiastic, coachable, and collaborative team player that will work seamlessly with clients to help our participants advance their understanding of their workplace benefits and Morgan Stanley at Work platforms. Our unique culture of innovation creates an environment where you will be continually learning and challenged to develop your career.

Primary Responsibilities

• Deliver professional education sessions for our corporate clients’ participants via online platforms and in person.
• Work hand in hand with the Participant Education Consultant Team to develop education plans that meet the needs of our corporate clients across MSatWork.
• Proficiently present education sessions on a variety of topics to include equity compensation, 10b5-1 plans, MSatWork platforms website navigation, and financial wellness to both US based and Non-US based participants.
• Deliver education at times that are requested by client companies including but not limited to early mornings and late evenings.
• Collaborate with teammates to improve Participant Education Team processes, help manage content, and share best practices on a consistent basis.
• Support Participant Education Operations team as needed.
• Follow Participation Education Team reporting guidelines as needed.
• Learn and utilize internal systems for communication and content management updates.
• Follow all organizational procedures through daily business operations.

Required Qualifications:

• Bachelor’s degree, or equivalent
• Active Series 7 and Series 63 licenses
• Minimum of 1-3 years experience working with Stock Plan participants and/or financial services
• Possess excellent presentation skills in both virtual and in person environments
• Ability to work early mornings or late evenings, to accommodate participants in various time zones.

Preferred Qualifications:

• Strong knowledge of equity compensation
• Ability to engage with individuals from diverse backgrounds in a respectful and supportive manner
• Proficiency in online presentation platforms such as Zoom and MS Teams
• Certified Equity Professional level 1 preferred on or after start date
• Travel may be required based on business needs

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).

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

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 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.

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).

Job Tags

Similar Jobs