We know a lot about investing and are certain there’s no better investment a company can make than in its employees. People don’t just drive a company; they are the company. So, when people work at their best, companies do too. Morgan Stanley at Work, a division of Morgan Stanley Wealth Management, provides workplace financial solutions that build employee financial confidence, foster loyalty and help our corporate clients attract and retain top talent. Our end-to-end offering spans Equity, Financial Wellness and Retirement Solutions. Plus, we provide all employees with Financial Empowerment, so they have the knowledge, tools and support needed to make the most of their workplace financial benefits.
What you’ll be part of – our Morgan Stanley at Work culture:
At Morgan Stanley at Work, we walk the talk. We have created a place for our employees to learn, achieve and grow – a place for people to build a career where you can thrive both personally and professionally. We are passionate about exceeding our clients’ expectations and helping them succeed. We are fearless in taking on new challenges that deliver exceptional results. We believe amazing things can happen when we work together in an environment where everybody has a true sense of belonging and their ideas are heard.
We value differences and are committed to providing a work environment where our people can do their best work. We look for people who are problem solvers, empathetic listeners, team players and inclusive leaders. We are committed to your growth and development, and your entire employee experience. We recognize that our people and culture are the keys to our success. We invite you to explore how you can be an integral part of our team.
As part of this group, our dedicated team of equity plan specialists in Global Intelligence partner with law firms across the world to deliver a cost effective employee equity plan compliance management service for global private and public companies, ensuring clients have the information they need to successfully operate their plans. Our Global Intelligence platform provides direct support and expertise including tax and legal information, tax guides, project management tools and additional resources for over 150 jurisdictions. Our tax withholding product for non-mobile, mobile and 3rd party tax calculations within equity administration platforms enables clients to apply the required rates and withholding positions and provides visibility and clarity to participants on how and why tax is applied to equity compensation.
Located in Calgary, Alberta and reporting into our client service team, the Associate, Global Intelligence role leads in delivering and embedding Global Intelligence products and services to our current and newly implemented clients. The role focuses on increasing adoption of the platform amongst established clients, assisting clients to better understand and use the platform, resolving queries, identifying opportunities to improve the client experience and supporting initiatives that drive greater engagement, usage, and long-term satisfaction.
Over time, the role will lead to development into a subject matter expert in regulatory compliance and global tax for global share plans and an expert in the Global Intelligence platform and Equity Solutions tax tools.
The successful candidate will work closely with internal teams to monitor client needs, provide timely and accurate support, contribute to adoption-focused campaigns, and help develop materials, insights, and process improvements that encourage clients to derive greater value from the platform.
Our ideal candidate is technically savvy, with strong communication and client relationship management skills. You are passionate about delivering excellent client service and bring knowledge of employee equity plans, global regulatory requirements, and tax compliance. You are committed to team success, comfortable adapting to continuous change and evolving technology solutions, and motivated to take ownership of your responsibilities. You also have a demonstrated ability to build effective, trusted relationships with clients, colleagues, and other stakeholders.
While we thank all applicants for their interest in a career with Morgan Stanley at Work, please note that only those individuals selected for an interview will be contacted.
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 42 countries, our firm's employees serve clients worldwide including corporations, governments, institutions and individuals.
We are committed to maintaining the first-class service and high standard of excellence that have always defined the firm and everything we do is guided by our five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back.
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