Morgan Stanley Family Office Business Development Lead, Executive Director

Morgan Stanley

San Francisco, United States
Base: $150,000 - $250,000; bonus/equity: not speci...
Exceptional client-facing skills
Strong understanding of investment products
Experience with ultra high-net worth clients
The Family Office Business Development Lead is a senior leadership role responsible for delivering exceptional client experiences

Job Summary

  • The Family Office Business Development Lead is a senior leadership role responsible for delivering exceptional client experiences.
  • This role requires collaboration with Financial Advisors to address complex client requests and navigate the firm's resources.
  • Morgan Stanley offers a supportive environment with comprehensive employee benefits and opportunities for career growth.

Matching Summary

The Family Office Business Development Lead is a senior leadership role responsible for delivering exceptional client experiences.

Salary

Base: $150,000 - $250,000; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Exceptional client-facing skills
  • Strong understanding of investment products
  • Experience with Ultra High-Net Worth clients

Nice-to-have

  • Outstanding team working skills
  • Excellent organization and prioritization skills
  • High level of attention to detail

Key Requirements

  • 10+ years’ experience in financial services
  • Bachelor’s degree in business or related field
  • Series 7 and Series 63 or 66 required

Work Rights

Not specified

Tailored Resume

Cover Letter