Executive Services Specialist – bPlans
Listed on 2026-10-07
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Finance & Banking
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Administrative/Clerical
Morgan Stanley is seeking an Executive Services Specialist to manage 10b5-1 trading plans and restricted stock transactions for Issuers and executives. You will interact daily with C-Suite clients, issuer teams, advisors and internal partners to ensure accurate plan documentation and compliant execution.
The role requires a Bachelor’s degree and licenses (SIE, Series 7, 63), with MBA/CFA CEP/ECA preferred. Strong MS Office skills and exceptional client service are essential.
We would love to welcome a new Executive Services Specialist – 10b5-1 Plans to our organisation in Sandy, UT, United States.
This position is for the Executive Services Specialist – 10b5-1 Plans role at Morgan-Stanley.
We are seeking a motivated Executive Services Specialist – 10b5-1 Plans to join Morgan-Stanley in Sandy, UT, United States.
Consider building your career as a Executive Services Specialist – 10b5-1 Plans at Morgan-Stanley.
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