The Family Office Business Development Lead is a senior leadership role who acts as the interface between the Financial Advisor and their MSFO client, and the MSFO Partners across the firm
Job Summary
The Family Office Business Development Lead is a senior leadership role who acts as the interface between the Financial Advisor and their MSFO client, and the MSFO Partners across the firm.
The role’s paramount priority is to deliver an exceptional and consistent client experience while working with different Advisors.
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.
Matching Summary
The Family Office Business Development Lead is a senior leadership role who acts as the interface between the Financial Advisor and their MSFO client, and the MSFO Partners across the firm.
Salary
Base: $150,000 - $250,000 per year; Bonus/Equity: commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages; Benefits: other Morgan Stanley sponsored benefit programs
Skills & Requirements
Must-have
Client-facing and interpersonal skills
Relationship building skills
Deliver exceptional client experience
Navigate Firm's organization
Drive response to complex client requests
Nice-to-have
Comfortable with ambiguity
Proactively propose capabilities
Collaborate with senior leadership
Key Requirements
Series 7 and Series 63 or 66 upon 90 days of hire
10+ years’ experience in financial services
Bachelor’s degree in business or related field
Experience with Ultra High-Net Worth clients/ Family Office