VP, Estate & Tax Planning Strategy
Job in
Purchase, Westchester County, New York, 10577, USA
Listed on 2026-06-18
Listing for:
Morgan Stanley
Full Time
position Listed on 2026-06-18
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Morgan Stanley seeks an experienced estate planning strategist to work with ultra-high net worth clients in New York. The role requires a J.D. with a minimum of 5 years of experience in trusts and estates, strong knowledge of estate and tax planning strategies, and client collaboration skills.
Compensation includes a salary between $110,000 and $190,000 annually, with potential additional incentives and bonuses. Morgan Stanley is dedicated to diversity and inclusion within the workforce.
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