Ultra-High Net-Worth Planning – Senior Equity Compensation Planner, Vice President
Core
Senior Equity Compensation Planner helping UHNW clients and Financial Advisors unlock value in executive equity awards through planning, modeling, and education.
Role type
Senior IC equity compensation planner
Builds
Equity compensation plans, valuation models, and educational content for executives
Domain
Wealth management / Executive compensation
Required skills
Equity award structures, tax implications, financial planning, equity modeling, client presentation, mentoring
Preferred skills
None stated
Technologies
Industry leading software applications
Responsibilities
Build and deliver detailed equity compensation plans; Analyze clients' equity holdings and vesting schedules; Act as a specialist extension of Financial Advisor teams; Participate in client meetings and education sessions; Mentor junior planners or analysts
Seniority
Senior, hands-on IC
