Family Office Resources Generalist, Executive Director

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.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career—a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

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

• a. Diagnosis of Client needs using a proprietary framework
• b. Creation of a customized plan to tackle UHNW needs
• c. 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 the 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 that 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

• 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

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