Family Office Resources Generalist, Executive Director

Morgan Stanley UHNW Family Office Resources Generalist

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.

The Ultra-High Net Worth (UHNW) resources group (branded as Family Office Resources or "FOR") is within Morgan Stanley's Private Wealth Management division and is responsible for providing specialized expertise, platforms and experiences to ultra-high net worth advisors and clients across a broad range of family wealth management issues, including strategic estate & financial planning, philanthropy management, family governance, wealth education, lifestyle advisory, and more.

Within the Family Office Resources department, the Field Engagement team is responsible for being the first point of contact for Financial Advisors and UHNW Clients to:

• Learn about Morgan Stanley's differentiated services for UHNW Clients
• Receive end-to-end UHNW Client solutions through a three-step process

• Diagnosis of Client needs using a proprietary framework
• Creation of a customized plan to tackle UHNW needs
• Curation of a team of Morgan Stanley specialists who execute on the Client's plan

Today, the Field Engagement team consists of six, regionally placed senior specialists, known as FOR Generalists, along with a team of three junior associates that help manage the pipeline of Financial Advisor, Client, and Prospect opportunities for the FOR Generalists.

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

• Helping Private Wealth Advisors (PWAs), and other Financial Advisors (FAs) identify services and resources (offered by teams across the firm) that would address the complex needs of their UHNW Clients
• Managing the end-to-end PWA/FA 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 national, regional and local branch management to identify and support business development initiatives around UHNW Clients and Prospects
• Proactively engaging and building relationships with PWAs/FAs 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
• Partnering with other teams across the firm who deliver solutions to UHNW Clients to master the details of their program/offering so that all resources can be considered when meeting with Clients/Prospects

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., JD) REQUIRED
• Excellent written and verbal communication and presentation skills
• Series 7 and 66 required, 24 preferred
• Extensive travel required

Salary range for the position: $150,000 and $250,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees.

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,…