Morgan Stanley Family Office Client Coverage, Vp/ed
Morgan Stanley
Base: vp $110,000-$190,000; ed $150,000-$250,000 p...
Exceptional client-facing and interpersonal skills
7+ years experience in financial services
Bachelor's degree in business or related field
The role serves as a critical strategic partner to top advisors and clients, delivering solutions across investment management, administration, and family governance
Job Summary
The role serves as a critical strategic partner to top advisors and clients, delivering solutions across investment management, administration, and family governance.
Candidates must demonstrate superior multitasking abilities to manage complex client requests while proactively proposing MSFO capabilities relevant to unique needs.
Morgan Stanley offers a comprehensive compensation package including base pay, commission earnings, incentive compensation, and extensive employee benefits.
Matching Summary
The role serves as a critical strategic partner to top advisors and clients, delivering solutions across investment management, administration, and family governance.
Salary
Base: VP $110,000-$190,000; ED $150,000-$250,000 per year; Includes commission, bonuses, and benefit programs
Skills & Requirements
Must-have
Exceptional client-facing and interpersonal skills
7+ years experience in financial services
Bachelor's degree in business or related field
Series 7, 63, or 66 licenses required
Strong understanding of investment products
Nice-to-have
Experience with Ultra High-Net Worth clients
Working within a Family Office environment
Ability to navigate organizational ambiguity
Track record of success and good judgment
Excellent written and verbal communication skills
Key Requirements
7+ years experience in wealth management or business strategy
Bachelor's degree in business required
Series 7, 63, or 66 license required or willingness to obtain within 90 days
Experience with Ultra High-Net Worth clients preferred
Adherence to Legal, Risk, and Compliance guidelines