Morgan Stanley Family Office Client Coverage, Vp/ed

Morgan Stanley

Vp: base: $110,000 - $190,000; ed: base: $150,000 ...
Family office client coverage
Morgan stanley family office (msfo)
Deliver exceptional client experience
Morgan Stanley Family Office (MSFO) within Private Wealth Management is responsible for delivering solutions to Family Office clients across investment management, administration and specialized service needs

Job Summary

  • Morgan Stanley Family Office (MSFO) within Private Wealth Management is responsible for delivering solutions to Family Office clients across investment management, administration and specialized service needs.
  • Family Office Client Coverage 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.

Matching Summary

Morgan Stanley Family Office (MSFO) within Private Wealth Management is responsible for delivering solutions to Family Office clients across investment management, administration and specialized service needs.

Salary

VP: Base: $110,000 - $190,000; ED: Base: $150,000 - $250,000; Bonus/Equity: Not specified; Benefits: Other Morgan Stanley sponsored benefit programs

Skills & Requirements

Must-have

  • Family Office Client Coverage
  • Morgan Stanley Family Office (MSFO)
  • deliver exceptional client experience
  • partner with Financial Advisors
  • navigate firm's organization

Nice-to-have

  • comfortable with ambiguity
  • strategic partner to advisors
  • drive strategic vision for client

Key Requirements

  • 7+ years' experience in financial services
  • Bachelor's degree in business or related field
  • Series 7, 63, or 66 licenses required
  • Experience with Ultra High-Net Worth clients or Family Office highly preferred

Work Rights

Not specified

Tailored Resume

Cover Letter