Estate Planning Strategist, VP

Estate Planning Strategist, Vice President Responsibilities and Skills

To work with senior estate planning strategists and teams of investment professionals to provide objective information and analysis to clients and prospective clients regarding estate, gift, and income tax planning.

• Work closely with senior estate planning strategists and financial advisors to build relationships with ultra-high‑net‑worth clients and prospects concerning estate and tax planning.
• Review, summarize, and critique existing and/or proposed new estate planning documents.
• Simplify complex legal topics, analyses, and structures into comprehensible terms.
• Compare and contrast estate planning alternatives, including gifting, leveraged gifting, insurance planning, and philanthropic structures.
• Prepare presentation materials, including PowerPoint or other graphical summaries of documents and strategies.
• Work with team analysts to prepare and deliver financial planning analyses.
• Collaborate with clients’ attorneys and accountants in implementing the clients’ estate, income tax, and financial plans.
• Understand investment structures and their appropriateness for various estate planning entities.
• Understand MS trustee services, insurance, and related third‑party platforms and products.
• Stay abreast of and educate financial advisors on changes in the law and evolving legal trends.

• J.D. minimum required; accounting degree helpful.
• Minimum of 5 years of experience.
• Prior trusts and estates experience at a law or accounting firm.
• Strong knowledge of U.S. estate planning and tax planning strategies.
• Income tax background relevant to estate planning strategies.
• Executive compensation, retirement, and financial planning background helpful.
• Series 7 and 66 required (can be obtained post‑hire).

We offer comprehensive employee benefits and perks that support work‑life balance and professional growth.

Expected base pay rates for the role will be between 110,000 and 190,000 per year at the commencement of employment. Base pay will be determined individually and is only part of the total compensation package, which may include commission earnings, incentive compensation, discretionary bonuses, other short‑ and long‑term incentive packages, and additional sponsored benefit programs.

Morgan Stanley is an equal‑opportunity employer committed to building and maintaining a diverse workforce. Our recruiting efforts reflect our strong commitment to inclusion, where individuals are hired, developed, and advanced based on skills and talents.

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