Executive Director, Estate Planning & Tax Strategy
Listed on 2026-10-23
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Management
Regulatory Compliance Specialist -
Finance & Banking
Regulatory Compliance Specialist
Morgan Stanley is seeking a lawyer-advisor with strong estate and tax planning expertise to support high-net-worth clients. The role involves simplifying complex legal topics, collaborating with Financial Advisors, and coordinating with clients’ attorneys and accountants.
Travel is required to meet with clients and advisors. Qualified candidates will have a JD, substantial trusts/estates experience, and relevant securities licenses.
We invite applications for the Executive Director, Estate Planning & Tax Strategy position located in Town/Village of Harrison, NY, United States.
This opportunity is for the Executive Director, Estate Planning & Tax Strategy role at 711 MS Smith Barney, LLC.
We are seeking a motivated Executive Director, Estate Planning & Tax Strategy to join 711 MS Smith Barney, LLC in Town/Village of Harrison, NY, United States.
Consider building your career as a Executive Director, Estate Planning & Tax Strategy at 711 MS Smith Barney, LLC.
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