Equity-based Compensation Integration
M O R G A N S T A N L E Y
As part of the UHNW planning tool’s platform re-design, one of the primary drivers was to build functionality that would allow advisors to include grants from equity-based compensation into a client’s full financial picture. I’m currently leading this effort, with the integration set for a spring ‘25 release.
O B J E C T I V E
Allow users ability to aggregate & model executive compensation and strategies within planning tool
Reduces reliance on other teams to do the modeling
Greater consistency with reporting
Intake of stock, stock options, restricted stocks, performance stocks for MVP
Test case for a new plan workflow: The express plan
A guided, easy-to-use theme-specific workflow
Prioritizes the most important information to capture
Project overview on the way!
Responsibilities
Led the following initiatives:
Platform framework re-design
Analysis customization experience
Executive compensation integration
Collaborate with team on other ares of the tool
Consult & design ambassador
Mentor
Activities
One of three design contributors across five squads
Collaborate with business, UX & technology stakeholders
Ensure alignment with business strategy
Owner of two weekly design syncs with stakeholders
Weekly sync with business & technology stakeholders to prioritize, demo & review progress
Join sprint & refinement ceremonies
Facilitated d-hoc meetings with SME & user groups for pulse checks
Design-concepts with biz early
