State of the Workplace 2024 Financial Benefits Study
Client: Morgan Stanley at Work
Description:
Now in its fourth year—and my third time leading the content—this annual study examines the evolving role of financial benefits, equity compensation, and retirement solutions in today’s workplace.
My Role:
Working directly with my agency design team, I was responsible for developing all copy for this report, including executive quotes and messaging, ensuring a cohesive narrative that tied together key findings across financial benefits, equity compensation, and retirement solutions. Using raw survey data, I expanded on key takeaways for each section, crafting a compelling story that framed employer challenges, employee expectations, and actionable opportunities to improve financial well-being in the workplace.
Key Highlights:
End-to-End Report Development – Led all content creation, including executive messaging, data analysis, and structured takeaways for each benefits category.
Transforming Data into a Story – Crafted a narrative that connected financial benefits, equity compensation, and retirement solutions into a unified framework.
Providing Clear, Actionable Insights – Framed findings to help HR leaders make strategic decisions on benefit offerings, education, and engagement.
