Supports Morgan Stanley’s Global Intelligence platform and equity plan tax tools for corporate clients. Responsibilities include resolving client queries, increasing platform adoption, analyzing usage, supporting outreach campaigns, creating guidance materials, explaining tax and legal requirements, and contributing to process improvements. The role develops expertise in global regulatory compliance, tax, equity compensation, and Shareworks while maintaining strong client relationships and supporting retention.

Lead product strategy and delivery for Workplace Platforms (equity compensation and retirement products). Define requirements, prioritize features, collaborate across technology, UX, risk and compliance, oversee development delivery, ensure risk controls, and use data to drive product improvements and executive communication.