Vp, Wealth Management Advisory Attorney

Morgan Stanley

Purchase, NY, US
Base: $120,000 - $205,000 py; bonus/equity: not sp...
Investment advisers act of 1940
Finra rules and regulations
Federal securities laws
The Attorney will be part of the Investment Advisory legal team and will serve as legal advisors to Morgan Stanley's investment advisory business, which is one of the largest investment advisors in the world with more than $2.6 trillion under management

Job Summary

  • The Attorney will be part of the Investment Advisory legal team and will serve as legal advisors to Morgan Stanley's investment advisory business, which is one of the largest investment advisors in the world with more than $2.6 trillion under management.
  • Primary responsibilities include day-to-day legal support for Morgan Stanley Wealth Management's investment advisory business, advising on various client types, drafting agreements, and working with regulators.
  • Morgan Stanley offers a supportive and empowering environment with ample opportunity for growth, attractive employee benefits, and a commitment to diversity and inclusion.

Matching Summary

The Attorney will be part of the Investment Advisory legal team and will serve as legal advisors to Morgan Stanley's investment advisory business, which is one of the largest investment advisors in the world with more than $2.6 trillion under management.

Salary

Base: $120,000 - $205,000 per year; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Investment Advisers Act of 1940
  • FINRA rules and regulations
  • Federal securities laws
  • State fiduciary laws
  • Regulatory processes (SEC and FINRA)

Nice-to-have

  • Client relationship management
  • Collaborative team environment
  • Diversity and inclusion focus

Key Requirements

  • 7 years or more of experience
  • Ability to interface effectively with investment personnel, clients, and counsel
  • Experience in drafting and negotiating contracts
  • Familiarity with regulatory landscape for registered investment advisers

Work Rights

Not specified

Tailored Resume

Cover Letter