Morgan Stanley Family Office Business Development Lead, Executive Director
Morgan Stanley
Base: $150,000 to $250,000 py; bonus/equity: commi...
Not specified
Exceptional client-facing skills
Ultra high-net worth client experience
Cross-functional collaboration
Morgan Stanley is seeking a Family Office Business Development Lead, Executive Director to manage client relationships and deliver tailored solutions for Family Office clients. The role requires extensive experience in financial services, exceptional interpersonal skills, and the ability to navigate complex client requests, while promoting a collaborative and client-first culture
Job Summary
The role serves as a critical strategic partner to Financial Advisors, managing and prioritizing client requests while proactively proposing the full depth of Morgan Stanley Family Office capabilities.
Candidates must navigate complex client demands across investment management, estate planning, and family governance by collaborating with various Subject Matter Expertise groups within the firm.
Morgan Stanley offers a comprehensive benefits package, opportunities for internal mobility, and a culture focused on diversity, inclusion, and putting clients first.
Matching Summary
Match Score: 85
Morgan Stanley is seeking a Family Office Business Development Lead, Executive Director to manage client relationships and deliver tailored solutions for Family Office clients. The role requires extensive experience in financial services, exceptional interpersonal skills, and the ability to navigate complex client requests, while promoting a collaborative and client-first culture.
Salary
Base: $150,000 to $250,000 per year; Bonus/Equity: Commission, incentive compensation, discretionary bonuses possible; Benefits: Comprehensive employee benefits and perks included
Skills & Requirements
Must-have
Exceptional client-facing skills
Ultra High-Net Worth client experience
Cross-functional collaboration
Investment product knowledge
Risk and regulatory compliance
Nice-to-have
Comfortable with ambiguity
Strategic partnership mindset
Proactive problem solving
Excellent written communication
Team working abilities
Key Requirements
Series 7 and Series 63 or 66 registration required within 90 days
10+ years experience in financial services or wealth management
Bachelor's degree required; MBA highly preferred
Experience with Ultra High-Net Worth clients preferred