Head of UHNW/Family Office Strategy

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career—a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Morgan Stanley Wealth Management Canada (MSWC) is a burgeoning wealth management business with several channels including an Order Execution Only, referred to as Morgan Stanley Access Direct (MSAD), and Full-Service, which consists of Virtual and Financial Advisors.

The Head of UHNW/Family Office Strategy will support MSWC’s recruiting strategy and supervision, developing a robust client offering and platform, and working closely with new recruits. This role will also focus on supporting overall Ultra High Net Worth (UHNW) strategy and business management and working closely with the Family Office platform and resources to develop connectivity with Canadian Family Offices and UHNW clients. The ideal candidate will be able to provide specialized expertise, platforms and experiences 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.

Primary responsibilities include:

• Helping Financial Advisors (FAs) with UHNW clients, identify appropriate client opportunities for Family Office Resources (FOR) and other verticals within the firm
• 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 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:

• 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., MBA) preferred
• Excellent written and verbal communication and presentation skills
• Candidate will need to have, or be willing to obtain upon hiring, Canadian Securities Institute courses; CPH, CIM, PDO and CSI Supervisor’s Course
• Travel required

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.

We're committed to bringing passion and customer focus to the business.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential.