Estate Planning Strategist, Vice President

About the Role

Work with senior estate planning strategists and teams of investment professionals to provide clients and prospective clients with objective information and analyses focusing on estate, gift, and income tax planning.

Responsibilities

• Collaborate with senior estate planning strategists and financial advisors to build relationships with ultra-high-net-worth clients and prospective clients regarding 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 strategies.
• Work with team analysts to prepare and deliver financial planning analyses.
• Collaborate with clients’ attorneys and accountants in implementing clients’ estate, income tax, and financial plans.
• Understand investment structures and their appropriateness for various estate planning entities.
• Understand MS trustee services, insurance, and similar third-party platforms and products.
• Stay abreast of changes in the law and educate financial advisors on developing legal trends.

Requirements

• J.D. required; accounting degree helpful.
• Minimum of 5 years of experience in trusts and estates with a law or accounting firm.
• Strong knowledge of U.S. estate planning and tax planning strategies.
• Income tax background as related to estate planning strategies.
• Executive compensation, retirement, and financial planning background helpful.
• Series 7 and 66 required (can be obtained post-hire).

About Morgan Stanley

At Morgan Stanley, we raise, manage, and allocate capital for our clients—helping them reach their goals. Our values—putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back—guide our decisions daily. We support and empower our employees and their families with some of the most attractive and comprehensive benefits and perks in the industry, and we offer opportunities to move within the business for those who demonstrate passion and grit.

Pay

Expected base pay for this role ranges from $110,000 to $190,000 per year at the commencement of employment. Base pay is determined on an individualized basis and is part of a total compensation package that may also include commission earnings, incentive compensation, discretionary bonuses, and other short- and long-term incentive packages.