UHNW FOR Generalist

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  • United States, New York, NY View on Map
  • Post Date: June 18, 2020
  • Apply Before : July 18, 2020
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Job Description

UHNW FOR Generalist

Job Number:

3153211

POSTING DATE: Jun 15, 2020
PRIMARY LOCATION: Americas-United States of America-New York-New York
JOB: Wealth Management
EMPLOYMENT TYPE: Full Time
JOB LEVEL: Executive Director

DESCRIPTION

The Ultra-High Net Worth (UHNW) Resources group (branded as Family Office Resources or “FOR”) provides specialized expertise to ultra-high net worth advisors and clients across a broad range of family wealth management issues, including customized asset allocation and portfolio construction, strategic estate & financial planning, philanthropy management, family governance, wealth education and lifestyle advisory.
The FOR Generalist is a newly formed role, and as a senior member of the FOR team, will primarily be responsible for:
Helping Private Wealth Advisors (PWAs), and other Financial Advisors (FAs) with UHNW clients, identify appropriate client opportunities for Family Office Resources (FOR)
Managing the end-to-end advisor and client experience of FOR Resources
Coordinating comprehensive and integrated planning across teams of FOR specialists, and across Morgan Stanley divisions, to address each client’s unique and evolving needs (e.g., family dynamics; philanthropic and charitable planning; business succession planning; cash flow modeling and liquidity management; estate, gift, and generation skipping tax planning; income tax planning; retirement and educational tax planning; asset protection and risk management; executive compensation and benefits)
Working with regional and local branch management to identify and support business development initiatives around UHNW clients and prospects
Proactively engaging and building relationships with advisors and clients who do not engage FOR today, but may benefit from FOR capabilities
Keeping current all client relationship management (CRM) data and dossiers across FOR
Acting as a Morgan Stanley and FOR ambassador by making presentations at various internal and external forums
Participating in client VIP and recruit meetings

QUALIFICATIONS

Qualifications:

Minimum 10+ years industry experience
Experience in working with ultra-high net worth individuals required (e.g., SFO or MFO professional; private bank professional; trust, tax & estate attorney or accountant, etc.)
Advanced degrees (e.g., JD) REQUIRED
Excellent written and verbal communication and presentation skills
Series 7 and 66 required, 24 preferred
Extensive travel required

 

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