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 Morgan-Stanley
- ...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’s Wealth Management Strategy team is seeking a VP to address growth, profitability, and multi-year planning. You will synthesize industry insights, build financial models, and develop strategic frameworks to address complex business problems. The role collaborates...Suggested
- Morgan Stanley Wealth Management seeks a Regional AI Specialist to drive AI adoption across the field, aligning with Financial Advisors... ...embeds AI into core workflows, develops region-specific engagement plans, and travels across markets to implement practical use cases...SuggestedHome office
- Morgan Stanley, a global financial services leader, is seeking a Principal Software Engineer (VP) in the Wealth Management Monitoring Technology division. You will lead cross-functional teams to deliver technology solutions aligning with WM Risk and Compliance needs, translating...Suggested
$160k - $250k
...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- 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...
$97k - $189k
...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$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
...wide range of investment banking, securities, investment, and wealth management services. The Firm's employees serve clients worldwide... ...is seeking a Vice President, Banking in New York, New York to execute a broad range of financial transactions including Mergers & acquisitions...Temporary workWorldwide$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$160k - $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... ...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$160k - $175k
...representative of the communities we serve. Position: Executive Director Compensation: $160,000 to $175,000 per year; Exempt position... ...and monitor budgeting, forecasting, and long-term financial planning Ensure responsible stewardship of resources and...Full timeLocal areaImmediate start$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$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$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 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...
$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- Mental Health Association in Suffolk County seeks an Executive Director to lead, inspire and represent the organization across Suffolk County. You will align mission with strategy, drive organizational culture, and oversee external relations, program development, advocacy...
$75k - $125k
...to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. The Chief of Staff is... ...development, implementation, and management of the team’s strategic plan to ensure the alignment of team priorities and business goals....Temporary workWork experience placementWork visa$160k - $175k
MHAW seeks an Executive Director in Ronkonkoma, NY with travel across Suffolk County. This exempt, full-time senior leadership role offers a salary range of $160,000 to $175,000 per year and a 37.5-hour workweek. Start date is immediate. You will lead the program leadership...Full timeImmediate start- Association for Mental Health and Wellness seeks an Executive Director to lead our mission-driven nonprofit in Ronkonkoma, NY, with travel across Suffolk County. Immediate availability and a focus on advocacy, program development, and external relations drive our strategic...Immediate start
- Teachers Federal Credit Union in Hauppauge, NY seeks a leader to head commercial lending. You will guide lending strategy, oversee a portfolio of loans, and drive growth while ensuring regulatory compliance and high-quality service. The role requires extensive lending experience...
$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- Morgan Stanley in New York announces a Senior UX Design Lead to shape the Advisory Platform experiences within Wealth Management. You will own end‑to‑end design across product, engineering, and compliance, translating complex financial domains into intuitive interfaces...
$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- ...Management Lead, to oversee day‑to‑day management of the Wealth Management Digital Assets portfolio. You will... ...with clear governance. The role requires strong planning, governance and reporting skills, including executive dashboards and presentations, and the ability to drive...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Executive Estate Planning Director for UHNW Wealth. Be the first to apply!
- executive security Central Islip, NY
- executive support Central Islip, NY
- assisted living executive director Central Islip, NY
- college president Central Islip, NY
- nonprofit executive Central Islip, NY
- hospital ceo Central Islip, NY
- human resources executive Central Islip, NY
- healthcare executive Central Islip, NY
- president Central Islip, NY
- chairman Central Islip, NY



