Family Office Resources Generalist, Executive Director
Morgan Stanley UK
Base: $150,000 - $250,000 py; bonus: eligible for ...
Not specified
10+ years industry experience
Ultra-high net worth client management
Series 7 and 66 licenses required
Morgan Stanley is seeking a Family Office Resources Generalist, Executive Director, to provide specialized services to ultra-high net worth clients. The role involves managing client relationships, coordinating planning across various teams, and developing business initiatives within the firm's wealth management division
Job Summary
The role involves managing the end-to-end experience for Private Wealth Advisors and Ultra-High Net Worth Clients to address complex family wealth issues.
Candidates must coordinate comprehensive planning across multiple Morgan Stanley divisions to handle needs such as estate tax planning, business succession, and asset protection.
Morgan Stanley offers a competitive salary range of $150,000 to $250,000 per year along with discretionary bonuses and comprehensive benefits.
Matching Summary
Match Score: 85
Morgan Stanley is seeking a Family Office Resources Generalist, Executive Director, to provide specialized services to ultra-high net worth clients. The role involves managing client relationships, coordinating planning across various teams, and developing business initiatives within the firm's wealth management division.
Salary
Base: $150,000 - $250,000 per year; Bonus: Eligible for annual discretionary incentive compensation award; Benefits: Full spectrum including Medical, Dental, Vision, 401(k), and Paid Time Off