Associate, Global Intelligence

703 Solium Capital ULC; Calgary; On-site; CAD 70,000 - 95,000; Full time

Job summary

Morgan Stanley at Work, Calgary, seeks an Associate, Global Intelligence to support global equity plans and tax tools for clients. You’ll work with client services to drive adoption and understanding of regulatory requirements and tax compliance across jurisdictions.

Join a fast-paced team focused on delivering high-quality client experiences, materials, and cross-team support in a dynamic environment that values continuous learning and professional growth.

Qualifications

• Two years of relevant experience in equity plans or tax advisory.
• Strong client service mindset with excellent written and verbal communication.
• Ability to explain information clearly to diverse audiences.
• Attention to detail and ability to manage multiple priorities.

Responsibilities

• Respond to client queries relating to the Global Intelligence platform and service with timely, accurate information.
• Build expert understanding of Shareworks tax tool functionality to support client compliance.
• Support client engagement, adoption, and ongoing usage of the platform.
• Assist with projects including outreach, usage analysis, and process enhancements.
• Create and maintain client-facing and internal guidance materials.

Skills

Client service

Communication

Presentation

Team collaboration

Data analysis

Excel

Education

Bachelor's degree

Tools

Shareworks

Excel

Job description

Introducing Morgan Stanley at Work

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 – 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.

The Global Intelligence Organization

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.

Associate, Global Intelligence Role

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.

Associate Responsibilities

• Responding to client queries relating to the Global Intelligence platform and service, providing timely and accurate information.
• Achieving an expert understanding of the Global Intelligence platform and ultimately the Shareworks tax tool functionality to support clients' share plan compliance.
• Supporting initiatives designed to increase client engagement, adoption, and ongoing usage of the platform.
• Assist with special projects, including client outreach, usage analysis, process enhancements, and adoption campaigns.
• Help create or maintain client-facing and internal support materials, FAQs, and guidance documents.
• Collaborating and communicating with internal and external stakeholders to ensure understanding of tax and legal regulatory requirements.
• Contribute to a high‑quality client experience that supports retention and long‑term relationship growth.

Qualifications & Experience

• At least 2 years of relevant experience.
• Equity plan management/administration experience desirable.
• Strong client service mindset with excellent written and verbal communication skills.
• Ability to explain information clearly and confidently to a range of audiences.
• Strong organizational skills and ability to manage multiple priorities.
• Comfortable working with data, platforms, reporting tools, or information-based products.
• Collaborative approach with the ability to work across teams.
• Incredible attention to detail.
• Practical experience, preferably in equity compensation, equity plan management, global regulatory advisory, financial services, or tax industry.
• Comfortable delivering effective presentations to a variety of audiences at all levels across different media and deploying differing styles.
• Demonstrated competency with common technology and technical concepts, including: Software as a Service (SaaS), Microsoft Excel.
• Knowledge of Shareworks and/or EEO is an asset.
• Comfortable in a fast‑paced and evolving environment which includes ongoing learning and training opportunities.
• Bachelor’s degree or similar area of focus.

What You Can Expect From Morgan Stanley

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. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first‑class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading‑edge solutions—and in the ability of capital to work for the benefit of all society. What We Do