Estate Planning Strategist, 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.

Responsibilities and Skills:

• Work with teams of investment professionals to provide clients and prospects with objective information and analyses focusing on estate, gift, and income tax planning, including executive compensation and pre-liquidity planning. 

• Must have the ability to travel to meet with the Financial Advisors and clients.

More specifically:

• Work closely with Financial Advisors to build relationships with ultra high net worth clients and prospects across the country by providing guidance on estate and tax planning issues. 

• Simplify complex legal topics, analyses and/or structures into comprehensible terms 

• Compare and contrast estate planning alternatives, including gifting, leveraged gifting, insurance planning and philanthropic structures.

• Review, summarize and critique existing and/or proposed new estate planning documents.

• Prepare presentation materials including narrative and/or graphical summaries of documents and various strategies.

• Work with team analysts to model estate planning strategies.

• Collaborate with clients’ attorneys and accountants in the implementation of the clients’ estate, income tax and financial plans.

• Understand investment structures and how they may be appropriate for various estate planning entities.

• Understand Morgan Stanley trust platform, insurance and similar third-party platforms and products.

• Keep abreast and keep Financial Advisors abreast of changes in the law and developing legal trends through networking with practitioners, attending seminars and professional reading.

• Develop new marketing and educational content.

• Conduct internal training sessions.

Requirements

• Bachelor's degree required and Juris Doctor (J.D.) degree required.

• Significant prior trusts and estates experience with a law or accounting firm.

• Broad and deep knowledge of estate planning and tax planning strategies. 

• Strong income tax background as related to estate planning strategies.

• Series 7 (including SIE), 66 and 24 required (can be obtained post-hire).

• Must have the ability to travel to meet with the Financial Advisors and clients.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

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Expected base pay rates for the role will be between 150,000 and 250,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

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