Head of UHNW/Family Office Strategy – Executive Director

Primary Responsibilities Include

Helping 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 across 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 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.)
Advanced degrees (e.g., MBA) preferred
Excellent written and verbal communication and presentation skills
Candidate will need to have, or be willing to obtain upon hiring, Canadian Securities Institute courses; CPH, CIM, PDO and CSI Supervisor’s Course
Travel required

Morgan Stanley’s goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

What You Can Expect From Morgan Stanley

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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.