Executive Estate Planning Director for UHNW Wealth
Morgan Stanley
Morgan Stanley seeks an experienced trusts and estates professional to advise ultra high net worth clients on estate and tax planning. The role involves collaborating with financial advisors, attorneys, and accountants to implement sophisticated strategies and prepare client presentations. Travel to meet with clients and advisors nationwide is required. A JD and strong tax and estate planning expertise are essential for this role. #J-18808-Ljbffr
- ...investment banking, securities, investment management and wealth management services. The Firm's employees serve... ...objective information and analyses focusing on estate, gift, and income tax planning, including executive compensation and pre-liquidity planning. Must have...SuggestedTemporary workWorldwide
$150k - $250k
..., investment management, and wealth management services. The Firm... ...delivering business intelligence, executive reporting, client and... ...stakeholders spanning Stock Plan, Corporate Clients, Sales, Product... ...& Data seeks an Executive Director to lead Workplace analytics strategy...SuggestedContract workTemporary workWorldwide- ...Morgan Stanley is seeking an Executive Director / Vice President to join the Global FXEM Sales Franchise. The role serves as a senior partner to the Global FXEM Head of Sales and COO, driving priorities and executing strategic initiatives across a complex, global organization...Suggested
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$150k - $250k
...businesses – Institutional Securities Group, Wealth Management, and Investment Management.... ...advisory, financial and wealth planning, we continue to develop and enhance Morgan... ...closely with Private Bankers and Risk to execute and close securities-based loans, including...Temporary workWork at office$115k - $190k
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...banking, securities, investment management and wealth management services. The Firm's employees... ...securities, and structure as well as execute innovative transactions in the fast-paced... ...and commercially minded Executive Director / Vice President to join the team and support...Temporary workWorldwide$120k
...Customer satisfaction and business growth through focused business planning. Support customers with clinical expertise to enable optimal... ...‑on coaching, and team development. Support, develop, and execute territory plans to deliver on annual revenue commitment and build...Full timeWork at office$160k - $175k
...for an accommodation or an alternative application process. Executive Director Full-time Regular Senior Management Ronkonkoma, NY, US 2 days... ...and monitor budgeting, forecasting, and long-term financial planning Ensure responsible stewardship of resources and regulatory...Full timeLocal areaImmediate start$155k - $215k
...around the world. This role is part of the Wealth Management Monitoring Technology (WMMT)... ...sustainable investing, business continuity planning, and surveillance capabilities to enhance... ..., and engineering teams to define and execute the Technology Roadmap and design supervisory...Temporary workImmediate start- ...Morgan Stanley in New York seeks a Vice President to lead cross-functional Executive Services initiatives within Path to Advice, partnering with Financial Advisors, Field Management and internal partners to deepen client relationships and drive Net New Asset growth. You...
$115k - $190k
..., securities, investment management and wealth management services. The Firm's employees... ...Advice team oversees the strategy and execution of that client journey, supporting clients... ...Executive Services initiatives from planning through execution, ensuring alignment on...Temporary workWork at officeWorldwide- Morgan Stanley Wealth Management seeks an Executive Director level attorney to support its Alternative Investments and Private Markets platforms. The attorney will advise on the structuring, distribution, marketing, diligence and ongoing support of alternative investment...
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...securities, investment management and wealth management services. The Firm... ..., and structure as well as execute innovative transactions in... ..., trading securities, and planning and executing transactions in... ...of employment for Executive Director. However, base pay if hired will...Temporary workWorldwide$180k - $250k
...wide range of investment banking, securities, investment, and wealth management services. The Firm's employees serve clients worldwide... ...and data analytics;model development or validation on capital planning requirements and practices from FRB including CCAR, DFAST, OCC,...Temporary workRemote workWorldwide2 days per week$225k - $250k
...wide range of investment banking, securities, investment, and wealth management services. The Firm's employees serve clients worldwide... ..., manage relationships with clients, and structure and execute innovative transactions.What you’ll do in the role:Morgan Stanley...Temporary workInternshipRemote workWorldwide2 days per week$275k
...Solutions provides innovative structuring, market insight, and execution expertise. Sitting within Global Capital Markets, the team focuses... ...closely with industry bankers, equity sales & trading, private wealth management, and other product partners to deliver integrated...Temporary workWork at office$275k
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...all employees are used to their fullest potential. The Managing Director Strategic Claim Oversight leads the Severity & Excess Accounts... ...highest exposure claims in Healthcare. Ensures the effective execution of claims handling practices and leads ongoing efforts to...Full timeWork experience placementWork at office$130k - $135k
Join to apply for the Executive Director role at Canine Companions 2 weeks ago Be among the first... ...Savings: Employer-matched 403(b) retirement plan Community Engagement: Additional paid... ...We recognize that people come with a wealth of experience and talent beyond just...Full timeWork at officeLocal area$115k - $190k
..., securities, investment management and wealth management services. The Firm's employees... ...Advice team oversees the strategy and execution of that client journey, supporting clients... ...Lead cross-functional initiatives from planning to execution, ensuring alignment with stakeholders...Temporary workWork at officeWorldwide$115k - $190k
..., securities, investment management and wealth management services. The Firm's employees... ...Stanley Wealth Management develops and executes the firm’s highest priority strategic initiatives... ...growth, profitability, multi-year planning, competitive dynamics, technology...Temporary workWork at officeWorldwide- ...Morgan Stanley is seeking a Vice President to lead strategy and execution for the Path to Advice team. You will drive initiatives across Wealth Management, leveraging GenAI and automation to streamline operations and grow client relationships. The role requires balancing...
$110k - $190k
...Digital Assets Strategy and Execution - Vice PresidentPurchase, NYFirm... ..., investment management and wealth management services. The Firm... .... Reporting to the Executive Director, this role ensures strategic initiatives are effectively planned, coordinated, governed, and...Temporary workWork at officeWorldwide$205k - $210k
...investment banking, securities, investment, and wealth management services. The Firm's employees... ...on root-cause analysis and remediation plans. Create and maintain comprehensive... ...Acceptance Testing (UAT) including test planning, execution, defect tracking, and business sign-off....Temporary workRemote workWorldwide2 days per week$150k - $250k
...securities, investment management and wealth management services. The Firm... ..., and structure as well as execute innovative transactions in... ..., trading securities, and planning and executing transactions in... ...traditional Commercial Real Estate as well as Warehouse (FID Secured...Temporary workWorldwide$150k - $250k
...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...Temporary workWorldwide
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