UHNW Head of Client Strategy

Ultra-High Net-Worth (UHNW) Planning is a team within the Financial Planning department of Morgan Stanley’s Global Investment Office dedicated to Wealth Management’s ultra-high net-worth and institutional clients.  The team has two mandates:

1)         Client Strategy – Consult on live client and prospect cases from the PWM, Graystone, OCIO, and MS Family Office channels, devising holistic investment and wealth planning strategies

2)         Product Development – Build and enhance a platform of proprietary investment tools leveraged by financial advisor teams

UHNW Planning frequently addresses asset allocation and estate planning strategies, but also gets involved in a variety of complex situations including advanced wealth planning, employee stock options, private equity commitments, single stock strategies and structured products.

Role: 

The Client Strategy team of UHNW Planning is seeking a Head of Client Strategy to support client engagements with our proprietary UHNW tools.  The Head of Client Strategy will manage a team of client strategists to help UHNW and Institutional clients and prospective clients with strategies to bridge their planning and investments decisions.  This includes asset allocation strategies, trust and estate planning guidance, portfolio construction advice, and executive compensation planning.  The Head of Client Strategy will also oversee a team of analysts to support the field in creating UHNW plans on their own, including training teams on how to use the tools as well as answer any questions.

The role will collaborate with stakeholders inside and outside of the department including other client strategy leads and subject matter experts, portfolio managers, senior management, and field management.  And as a result, there will be significant client interaction and occasionally some travel for conferences and client meetings.

Skills Required:

•           7+ years of relevant work experience, engaging with clients – preferably in a financial planning or investment planning capacity

•           Strong understanding of economics, global financial markets, asset allocation, and portfolio construction

•           Strong interpersonal skills – individual will have extensive interaction with advisors and clients

•           Strong analytical and problem-solving skills

•           Series 7 and 66 licensed required or completion upon hire

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.

Expected base pay rates for the role will be between $140,000 and $200,000 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.

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).