Ultra-High Net-Worth Planning – Senior Equity Compensation Planner, Vice President
Core
Senior technical expert and strategic partner helping UHNW clients and Financial Advisors unlock value in executive equity compensation through planning, modeling, and education.
Role type
Senior Equity Compensation Planner (Vice President level)
Builds
Detailed equity compensation plans, client presentations, and strategic recommendations for liquidation timing and tax impact.
Domain
Wealth Management / Executive Compensation / Financial Planning
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Equity award structures (RSUs, PSUs, options, ESPPs, SARs), tax implications, financial planning strategies, client presentation, mentoring, internal modeling tools
Preferred skills
Global financial markets, asset allocation, portfolio construction
Technologies
Internal modeling tools, industry leading software applications
Responsibilities
Build and deliver detailed equity compensation plans; Analyze clients' equity holdings and vesting schedules; Act as specialist extension of Financial Advisor teams; Participate in client meetings and education sessions; Mentor junior planners or analysts
Seniority
Senior, hands-on IC with mentorship responsibilities