Morgan Stanley

Estate Planning Strategist, Executive Director

Morgan Stanley$150K — $250K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Juris Doctor (J.D.) degree required
  • Bachelor's degree required
  • Significant experience in trusts and estates with a law or accounting firm
  • In-depth knowledge of estate and tax planning strategies
  • Strong income tax expertise related to estate planning
  • Series 7, 66, and 24 required (can be obtained post-hire)
  • Ability to travel for client meetings

Responsibilities

  • Collaborate with investment professionals to provide analysis on tax planning
  • Build relationships with ultra high net worth clients
  • Simplify complex legal topics for client understanding
  • Evaluate different estate planning strategies and alternatives
  • Review and critique estate planning documents
  • Prepare presentation materials for clients and strategies
  • Work with analysts to model estate planning strategies
  • Coordinate with clients' attorneys and accountants on financial plans
  • Stay updated on legal trends and inform Financial Advisors
  • Develop and conduct internal training and marketing content

Benefits

  • Professional development opportunities
  • Networking through seminars and practitioner interactions
  • Access to comprehensive Morgan Stanley trust platform and resources
  • Practice innovative estate and tax planning techniques
  • Collaborative work environment with financial advisors and clients
Full Job Description

Responsibilities and Skills:

  • Work with teams of investment professionals to provide clients and prospects with objective information and analyses focusing on estate, gift, and income tax planning, including executive compensation and pre-liquidity planning.

  • Must have the ability to travel to meet with the Financial Advisors and clients.

More specifically:

  • Work closely with Financial Advisors to build relationships with ultra high net worth clients and prospects across the country by providing guidance on estate and tax planning issues.

  • Simplify complex legal topics, analyses and/or structures into comprehensible terms

  • Compare and contrast estate planning alternatives, including gifting, leveraged gifting, insurance planning and philanthropic structures.

  • Review, summarize and critique existing and/or proposed new estate planning documents.

  • Prepare presentation materials including narrative and/or graphical summaries of documents and various strategies.

  • Work with team analysts to model estate planning strategies.

  • Collaborate with clients9 attorneys and accountants in the implementation of the clients9 estate, income tax and financial plans.

  • Understand investment structures and how they may be appropriate for various estate planning entities.

  • Understand Morgan Stanley trust platform, insurance and similar third-party platforms and products.

  • Keep abreast and keep Financial Advisors abreast of changes in the law and developing legal trends through networking with practitioners, attending seminars and professional reading.

  • Develop new marketing and educational content.

  • Conduct internal training sessions.

Requirements

  • Bachelor9s degree required and Juris Doctor (J.D.) degree required.

  • Significant prior trusts and estates experience with a law or accounting firm.

  • Broad and deep knowledge of estate planning and tax planning strategies.

  • Strong income tax background as related to estate planning strategies.

  • Series 7 (including SIE), 66 and 24 required (can be obtained post-hire).

  • Must have the ability to travel to meet with the Financial Advisors and clients.

Expected base pay rates for the role will be between 150,000 and 250,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

About Morgan Stanley

Morgan Stanley Investment Management are active managers of capital, working to outperform the market and deliver results for their clients. Morgan Stanley Investment Management's long-tenured professionals apply their experience and expertise across public and private markets, in single-sector, multi-asset and custom solutions.

Morgan Stanley Careers

Joining Morgan Stanley today means becoming part of a global team dedicated to strengthening communities, pioneering innovation, and fostering diversity. As a leading global financial services firm, Morgan Stanley offers unparalleled job opportunities, career growth, and a culture of leadership that together create an exceptional employment experience. Work You’ll Do At Morgan Stanley, you will collaborate with knowledgeable professionals to drive innovation and deliver solutions in financial services. Our team is composed of diverse, talented individuals who bring their unique skills and perspectives to work every day, setting the standard for leadership in the global market. Morgan Stanley is not just a company; it's a place where ambitious, creative, and skilled individuals can build a rewarding career. Here, you can experience the benefits of a vibrant culture dedicated to professional growth and diversity training. Internship Programs Kickstart your career with Morgan Stanley’s internship programs. These positions offer invaluable industry insights and professional experience to students and recent graduates. Interns at Morgan Stanley gain hands-on experience, working alongside seasoned experts in a dynamic, supportive environment. Innovation and Professional Growth We believe in the power of innovation to solve complex problems and encourage our team to think differently and act boldly. Morgan Stanley supports your career development through comprehensive training, development programs, and leadership workshops, ensuring that every employee has the tools they need to succeed. Join Our Team Explore the various job opportunities at Morgan Stanley, from entry-level positions to executive roles. We are hiring individuals who are passionate about finance and eager to contribute to a team that values integrity, excellence, and a forward-thinking mindset. Enhance your skills through our networking events, mentorship opportunities, and ongoing professional development. Stay Connected Keep up to date with the latest from Morgan Stanley Careers by subscribing to our job alert emails. Tailor your preferences to receive updates about new postings, career tips, and exclusive insights from our team leaders. Apply Now Ready to take the next step in your career? Search open positions that match your skills and interests on the Morgan Stanley Jobs portal. Prepare your resume, refine your interview techniques, and join a company that values innovation and leadership. At Morgan Stanley, we’re not just building careers—we’re developing leaders. Discover how far your talents can take you by joining our team today.
Learn more about Morgan Stanley
Size
77,000 employees
Market Cap
$144.1 billion
Industry
Net Income
$10.9 billion
Founded
1935
5 Year Trend
+10%
Revenue
$52 billion
NASDAQ

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