Vice President, Financial Planning Director - Northeast Region
Morgan Stanley UK
Wellesley, MA, US
Base: $110,000 to $185,000 py; bonus/equity: commi...
Hybrid
Tax-efficient portfolio strategies
Retirement income distribution planning
Charitable and philanthropic strategies
Morgan Stanley is seeking a Vice President, Financial Planning Director for the Northeast Region, focusing on delivering personalized financial planning for high-net-worth clients. The role requires strong expertise in advanced financial strategies and a collaborative approach with Financial Advisors to enhance client engagement and outcomes
Job Summary
This strategic role partners with Financial Advisors to deliver comprehensive and personalized planning experiences for high-net-worth and ultra-high-net-worth clients.
The position leverages Artificial Intelligence and third-party tools like MoneyGuidePro to create advanced technical guidance on tax, retirement, and estate planning.
Morgan Stanley offers a robust peer network, continuing education support, and career pathway opportunities within the planning and advisor management tracks.
Matching Summary
Match Score: 85
Morgan Stanley is seeking a Vice President, Financial Planning Director for the Northeast Region, focusing on delivering personalized financial planning for high-net-worth clients. The role requires strong expertise in advanced financial strategies and a collaborative approach with Financial Advisors to enhance client engagement and outcomes.
Salary
Base: $110,000 to $185,000 per year; Bonus/Equity: Commission earnings, incentive compensation, discretionary bonuses, short and long-term incentive packages; Benefits: Comprehensive employee benefits and perks
Skills & Requirements
Must-have
Tax-efficient portfolio strategies
Retirement income distribution planning
Charitable and philanthropic strategies
Wealth transfer trust and estate planning
MoneyGuidePro proficiency
Nice-to-have
Strong collaboration with client-facing professionals