Estate Planning Strategist, Vice President

Responsibilities

• Work with senior estate planning strategists and teams of investment professionals to provide objective information and analyses focusing on estate, gift, and income tax planning.
• Build relationships with ultra-high net worth clients and prospective clients relating to estate and tax planning.
• Review, summarize, and critique existing and/or proposed new estate planning documents.
• 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.
• Prepare presentation materials including PowerPoint or other graphical summaries of documents and various strategies.
• Collaborate with team analysts to prepare and deliver financial planning analyses.
• Collaborate with clients’ attorneys and accountants in the implementation of the clients’ estate, income tax, and financial plans.
• Understand investment structures and how they might or might not be appropriate for various estate planning entities.
• Understand MS trustee services, insurance, and similar third-party platforms and products.
• Keep abreast of and educate financial advisors regarding changes in the law and developing legal trends.

Skills

• Strong knowledge of U.S. estate planning and tax planning strategies.
• Experience with trusts and estates, preferably from a law or accounting firm.
• Understanding of executive compensation, retirement, and financial planning.
• Knowledge of Series 7 and 66 exams.

Requirements

• J.D. degree minimum required; accounting degree helpful.
• At least 5 years of relevant experience.
• Experience in trusts and estates.
• Strong knowledge of U.S. estate planning and tax planning strategies.
• Experience with MS trustee services, insurance, and similar third-party platforms and products.
• Ability to keep abreast of and educate financial advisors regarding changes in the law and developing legal trends.

Pay

Expected base pay rates for the role will be between $110,000 and $190,000 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.

Schedule

Not specified.

Benefits

Not specified.

Benefits

Not specified.

Equal Opportunity Employer

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

Contact Information

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