Executive Director

Website Morgan Stanley

At Morgan Stanley, clients come first. We help individuals, families, institutions, and governments raise, manage, and distribute the capital they need to achieve their goals.

Full Job Description

  • Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.
  • The Firm’s employees serve clients worldwide, including corporations, governments, and individuals from more than 1,200 offices in 43 countries.

As a FOR Generalist, you would primarily be responsible for:

  • Helping Private Wealth Advisors (PWAs), and other Financial Advisors (FAs) with UHNW clients, identify appropriate client opportunities for Family Office Resources (FOR) and other verticals within the firm
  • Managing the end-to-end advisor and client experience of FOR Resources
  • Coordinating comprehensive and integrated planning across teams of FOR specialists, and Morgan Stanley divisions, to address each client’s unique and evolving needs (e.g., family dynamics; philanthropic and charitable planning; business succession planning; cash flow modeling and liquidity management; estate, gift, and generation-skipping tax planning; income tax planning; retirement and educational tax planning; asset protection and risk management; executive compensation and benefits)
  • Working with national, regional and local branch management to identify and support business development initiatives around UHNW clients and prospects
  • Proactively engaging and building relationships with advisors and clients who do not engage FOR today, but may benefit from FOR capabilities
  • Keeping current all client relationship management (CRM) data and dossiers across FOR
  • Acting as a Morgan Stanley and FOR ambassador by making presentations at various internal and external forums
  • Participating in client VIP and recruit meetings.

Qualifications:

  • Minimum 10+ years industry experience
  • Experience in working with ultra-high net worth individuals required (e.g., SFO or MFO professional; private bank professional; trust, tax & estate attorney or accountant, etc.)
  • Bachelor’s degree required. Advanced degrees (e.g., JD) also are required
  • Excellent written and verbal communication and presentation skills
  • Series 7 and 66 required, 24 preferred – OR willingness to obtain Series 7/66 within 180 days from date of hire.
  • Extensive travel required within the Northeast Region

Pay: $150,000 – $235,000 a year

To apply for this job please visit morganstanley.eightfold.ai.