Large

Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients. Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are five core values — put clients first, do the right thing, lead with exceptional ideas, commit to diversity and inclusion, and give back — that guide its more than 70,000+ employees across 41 countries.

Finance

Morgan Stanley

Investment Banking

Open to All Students

Undergraduate

Masters

Technology

Students, software enthusiasts and developers, it is time to make a difference!Deploy your skills and collaborate with innovators from Morgan Stanley to give back.Join Morgan Stanley's Code to Give hackathon - a hybrid competition where you will compete in teams (of 8-10 participants) to build creative technology solutions to address challenges faced by our nonprofit partner:A nonprofit working to transform the lives of men, women, and children in the greater Atlanta region.September is National Hispanic Heritage Month, and Global Tech Philanthropy is proud to co-host this hackathon in partnership with Morgan Stanley’s Latino Employee Network in the Technology Group.Who?<ul><li>We are seeking current students who are skilled in programming and passionate about leveraging the power of technology for social good.</li><li>Applicants should meet the below qualifications:</li><li>18 years or older</li><li>Be actively enrolled in a U.S. based college, university, or graduate program</li><li>Computer science, computer engineering, electrical engineering and/or MIS majors are preferred – other majors will be considered</li><li>A well-rounded academic background with a preferred minimum cumulative GPA of 3.0</li></ul>When?Register for event consideration by Tuesday, August 27th at 11:59 p.m. EST. The hackathon runs from Wednesday, September 18 to Tuesday, September 24, 2024. Accepted applicants will be notified by Thursday, September 5, 2024 and the next steps in the registration process will be provided.Apply to Code to Give today for an opportunity to make a real impact, collaborate with Morgan Stanley technologists, win prizes and be considered for an internship or full-time role in our Alpharetta, Georgia offices!

Students, software enthusiasts and developers, it is time to make a difference!Deploy your skills and collaborate with innovators from Morgan Stanley to give back.Join Morgan Stanley's Code to Give hackathon - a hybrid competition where you will compete in teams (of 8-10 participants) to build creative technology solutions to address challenges faced by our nonprofit partner:A nonprofit working to transform the lives of men, women, and children in the greater Atlanta region.September is National Hispanic Heritage Month, and Global Tech Philanthropy is proud to co-host this hackathon in partnership with Morgan Stanley’s Latino Employee Network in the Technology Group.Who?We are seeking current students who are skilled in programming and passionate about leveraging the power of technology for social good.Applicants should meet the below qualifications:18 years or olderBe actively enrolled in a U.S. based college, university, or graduate programComputer science, computer engineering, electrical engineering and/or MIS majors are preferred – other majors will be consideredA well-rounded academic background with a preferred minimum cumulative GPA of 3.0When?Register for event consideration by Tuesday, August 27th at 11:59 p.m. EST. The hackathon runs from Wednesday, September 18 to Tuesday, September 24, 2024. Accepted applicants will be notified by Thursday, September 5, 2024 and the next steps in the registration process will be provided.Apply to Code to Give today for an opportunity to make a real impact, collaborate with Morgan Stanley technologists, win prizes and be considered for an internship or full-time role in our Alpharetta, Georgia offices!

2024 Alpharetta Code to Give Hackathon - Morgan Stanley

United States

2024 Alpharetta Code to Give Hackathon

You need a high school diploma, be at least 18 years old, pursue a college degree, and have strong communication, teamwork, analytical, and interpersonal skills. Gain further understanding of global wealth management.

You will gain industry knowledge, develop financial skills, support marketing and sales, conduct market research, and learn about wealth management products and client needs.

Business, Operations & Strategy

Los Angeles

Responsibilities:<ul><li>Gain industry and organizational knowledge through daily business interactions and job assignments.</li><li>Develop business, financial and analytical skills needed for career in global wealth management and financial services.</li><li>Provide marketing and sales support to branches and their teams.</li><li>Perform market research.</li><li>Gain exposure to wealth management business, products, services and clients’ financial needs.</li></ul>Requirements:<ul><li>High school diploma required. In pursuit of college degree preferable.</li><li>At least 18 years of age.</li><li>Internships are intended to be positions that are for limited duration, with a maximum duration ten months.</li><li>Strong desire to gain further understanding of the global wealth management business.</li><li>Effective communication and interpersonal skills (both written and verbal)</li><li>Ability to work on a team.</li><li>Strong analytical skills and ability to interpret.</li></ul>

Responsibilities:Gain industry and organizational knowledge through daily business interactions and job assignments.Develop business, financial and analytical skills needed for career in global wealth management and financial services.Provide marketing and sales support to branches and their teams.Perform market research.Gain exposure to wealth management business, products, services and clients’ financial needs.Requirements:High school diploma required. In pursuit of college degree preferable.At least 18 years of age.Internships are intended to be positions that are for limited duration, with a maximum duration ten months.Strong desire to gain further understanding of the global wealth management business.Effective communication and interpersonal skills (both written and verbal)Ability to work on a team.Strong analytical skills and ability to interpret.

Intern - Morgan Stanley

Intern

You need 8+ years in investment banking, venture equity, or M&A law. Proven track record in leading transactions, managing portfolios, and strong financial acumen. Excellent relationships, analytical skills, leadership qualities, and interest in Financial Services and Technology sectors.

You will lead deal sourcing, structuring, and presenting to internal stakeholders, manage cross-functional teams for evaluations, and monitor strategic investments while considering capital and risk. Foster a collaborative work culture alongside colleagues to identify and manage investment opportunities.

Banking & Finance

New York City

Description:<ul><li>Our New York office is looking for a Vice President or Executive Director candidate to join the Strategic Investments team.</li><li>Strategic Investments makes and manages investments on behalf of Morgan Stanley across market infrastructure, trading and wealth management platforms, and innovative technology companies that are complementary to the Firm’s overall strategic agenda.</li><li>Team members manage the full investment lifecycle from sourcing, selection, evaluation, due diligence, negotiation and closing to post-investment portfolio management, strategic involvement and exit considerations.</li><li>Responsibilities include deal sourcing and structuring, presenting to the Investment Committee and other internal stakeholders, managing cross-functional teams to evaluate investment opportunities, as well as monitoring of strategic investment portfolio, as well as capital and risk considerations.</li><li>Strategic Investments fosters a collaborative in-person work culture. The individual will work closely with the rest of the team as well as colleagues across products and functions firmwide to identify and assess investment opportunities and manage the portfolio.</li><li>Successful team members in the group are creative and structured analytical thinkers with a passion for investing and Morgan Stanley’s businesses.</li></ul>Qualifications:<ul><li>8+ years of experience in investment banking, venture / growth equity, private equity, strategy consulting, corporate development, or corporate / M&amp;A law</li><li>Track record of sourcing and leading transaction and/or investment opportunities</li><li>Experience as a portfolio manager; owning and managing portfolio PnL / investment returns</li><li>Excellent interpersonal skills; relevant existing relationships across entrepreneur and investor communities</li><li>Strong financial acumen</li><li>Prior knowledge and interest in Financial Services and Technology sectors</li></ul>The ideal candidate will:<ul><li>Demonstrate excellent analytical, written and verbal communication skills</li><li>Exhibit strong leadership qualities</li><li>Manage existing portfolio and shape future investment strategy</li><li>Maintain engagements with portfolio companies</li><li>Foster partnerships across the organization</li><li>Develop and mentor teammates</li></ul>Expected base pay rates for the role will be between $150,000 and $275,000 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.

Description:Our New York office is looking for a Vice President or Executive Director candidate to join the Strategic Investments team.Strategic Investments makes and manages investments on behalf of Morgan Stanley across market infrastructure, trading and wealth management platforms, and innovative technology companies that are complementary to the Firm’s overall strategic agenda.Team members manage the full investment lifecycle from sourcing, selection, evaluation, due diligence, negotiation and closing to post-investment portfolio management, strategic involvement and exit considerations.Responsibilities include deal sourcing and structuring, presenting to the Investment Committee and other internal stakeholders, managing cross-functional teams to evaluate investment opportunities, as well as monitoring of strategic investment portfolio, as well as capital and risk considerations.Strategic Investments fosters a collaborative in-person work culture. The individual will work closely with the rest of the team as well as colleagues across products and functions firmwide to identify and assess investment opportunities and manage the portfolio.Successful team members in the group are creative and structured analytical thinkers with a passion for investing and Morgan Stanley’s businesses.Qualifications:8+ years of experience in investment banking, venture / growth equity, private equity, strategy consulting, corporate development, or corporate / M&A lawTrack record of sourcing and leading transaction and/or investment opportunitiesExperience as a portfolio manager; owning and managing portfolio PnL / investment returnsExcellent interpersonal skills; relevant existing relationships across entrepreneur and investor communitiesStrong financial acumenPrior knowledge and interest in Financial Services and Technology sectorsThe ideal candidate will:Demonstrate excellent analytical, written and verbal communication skillsExhibit strong leadership qualitiesManage existing portfolio and shape future investment strategyMaintain engagements with portfolio companiesFoster partnerships across the organizationDevelop and mentor teammatesExpected base pay rates for the role will be between $150,000 and $275,000 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.

IED - Strategic Investments - Morgan Stanley

IED - Strategic Investments

You need 3+ years experience in financial services, strong analytical skills, regulatory knowledge, independent mindset, excellent communication, and proficiency in excel/python. FRM/CFA a plus. Apply your risk management expertise at Morgan Stanley.

You will analyze global multi-asset portfolios, assess market and liquidity risks, manage risk identification, work closely with various teams, develop market views, explain risk management approaches to clients, and engage with CCPs.

Description:<ul><li>ISG Derivative Prime Brokerage Risk, is responsible for monitoring and managing the market risk of multi-asset portfolios in the listed markets, OTC cleared derivatives, FX Prime Brokerage and Prime Brokerage on both an intraday and overnight risk basis.</li><li>Our client base includes large institutional fund managers, hedge funds, CTAs, market makers, international corporations and broker dealers. We are staffed globally with offices in New York, Chicago, San Francisco, London, Glasgow, Hong Kong, Tokyo, Sydney and Mumbai.</li><li>Currently we are seeking an experienced associate level candidate to join the Risk team in the New York office.</li></ul>Qualifications:A successful candidate would be expected to:<ul><li>Perform risk analysis of global multi-asset portfolios to assess market and liquidity risks, with focus on equities, rates, commodities, FX and credit.</li><li>Manage risk identification of model &amp; portfolio assumptions, market inputs, pricing issues, and drive understanding of the design of respective risk measurement methodologies including VaR, stress testing, scenario analysis, liquidity analysis etc.</li><li>This role must work closely with the Trading, Sales, Credit and IT teams to ensure market risks are fully understood, captured and approaches challenged where necessary.</li><li>Work with market experts to develop a view of market conditions, ensuring deep understanding on inherent risk and be able to explain in a simple way both to internal decision makers and interested external parties, such as regulators, if required.</li><li>Explain margin methodologies and different risk management approaches to existing and prospective clients.</li><li>Engage with CCPs to understand drivers of exchange margins, and where necessary advocate for improvements.</li></ul>Requirements:<ul><li>3+ years of experience in the financial services industry, with Listed Derivatives and/or Prime Brokerage knowledge required.</li><li>Strong quantitative and analytical skills required. Advanced degree in economics, finance, mathematics, statistics or related field preferred. FRM and/or CFA charter holder (or in the process obtaining) a plus.</li><li>An understanding of the regulatory requirements applicable to the futures markets, and a broad knowledge of the trading, operational, and risk management practices within an FCM and/or broker-dealer</li><li>This role will provide risk management expertise in complex areas and should be able to manage their own work with limited supervision</li><li>Detail oriented and able to challenge business requests with an independent mindset and expert advice</li><li>Able to provide clear and articulate guidance to internal stakeholders on policy and regulatory requirements, interacting with individuals at all levels within an organization</li><li>Strong interpersonal, verbal and written communication skills with a high level of intellectual curiosity.</li><li>Knowledge of CCPs structures and their respective margin methodologies a positive.</li><li>Strong excel and/or python skills a plus</li></ul>Expected base pay rates for the role will be between $150,000 and $165,000 per year for Associate level 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.

Description:ISG Derivative Prime Brokerage Risk, is responsible for monitoring and managing the market risk of multi-asset portfolios in the listed markets, OTC cleared derivatives, FX Prime Brokerage and Prime Brokerage on both an intraday and overnight risk basis.Our client base includes large institutional fund managers, hedge funds, CTAs, market makers, international corporations and broker dealers. We are staffed globally with offices in New York, Chicago, San Francisco, London, Glasgow, Hong Kong, Tokyo, Sydney and Mumbai.Currently we are seeking an experienced associate level candidate to join the Risk team in the New York office.Qualifications:A successful candidate would be expected to:Perform risk analysis of global multi-asset portfolios to assess market and liquidity risks, with focus on equities, rates, commodities, FX and credit.Manage risk identification of model & portfolio assumptions, market inputs, pricing issues, and drive understanding of the design of respective risk measurement methodologies including VaR, stress testing, scenario analysis, liquidity analysis etc.This role must work closely with the Trading, Sales, Credit and IT teams to ensure market risks are fully understood, captured and approaches challenged where necessary.Work with market experts to develop a view of market conditions, ensuring deep understanding on inherent risk and be able to explain in a simple way both to internal decision makers and interested external parties, such as regulators, if required.Explain margin methodologies and different risk management approaches to existing and prospective clients.Engage with CCPs to understand drivers of exchange margins, and where necessary advocate for improvements.Requirements:3+ years of experience in the financial services industry, with Listed Derivatives and/or Prime Brokerage knowledge required.Strong quantitative and analytical skills required. Advanced degree in economics, finance, mathematics, statistics or related field preferred. FRM and/or CFA charter holder (or in the process obtaining) a plus.An understanding of the regulatory requirements applicable to the futures markets, and a broad knowledge of the trading, operational, and risk management practices within an FCM and/or broker-dealerThis role will provide risk management expertise in complex areas and should be able to manage their own work with limited supervisionDetail oriented and able to challenge business requests with an independent mindset and expert adviceAble to provide clear and articulate guidance to internal stakeholders on policy and regulatory requirements, interacting with individuals at all levels within an organizationStrong interpersonal, verbal and written communication skills with a high level of intellectual curiosity.Knowledge of CCPs structures and their respective margin methodologies a positive.Strong excel and/or python skills a plusExpected base pay rates for the role will be between $150,000 and $165,000 per year for Associate level 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.

IED - Risk Management - Associate - Morgan Stanley

IED - Risk Management - Associate

You need a Bachelor's in relevant field, strong knowledge of financial markets, excellent communication skills, ability to work independently and in a team, and Series 7/66 certifications or the willingness to obtain them.

You will implement portfolio models, analyze accounts, manage trades, provide customized services to clients, assist Financial Advisors, and execute trades for various types of portfolios on a daily basis.

Accounting & Tax

Portfolio Solutions Team:<ul><li>The Portfolio Solutions team provides investment products, portfolio management services, and Tax Management solutions for Consulting Group advisory programs, including Select UMA - the industry-leading Unified Managed Accounts program with over $300 Billion in assets under management. The team offers a comprehensive, unified approach to asset allocation, manager selection, account management, trading, and overall relationship management to Morgan Stanley’s Financial Advisors and their clients.</li></ul>Portfolio Management Position Summary:<ul><li>The primary role of the Portfolio Manager is to implement Investment Managers and Financial Advisors trade instructions for the UMA program. PMs work directly with the Investment Managers’ and Financial Advisors teams throughout the model delivery and trading process. (e.g., understanding Investment Manager’s strategy, answering model delivery questions, assisting in accessing trade execution and account analytics information) Work closely with the Trade Solutions trading desk team</li></ul>Key Responsibilities:<ul><li>Implement Investment Manager models based on clients' guidelines and program specifications (e.g., asset allocation specifications)</li><li>Interact as a liaison between Investment Managers, financial and Graystone advisors and clients</li><li>Provide portfolio and individual account analysis, portfolio construction, implementation and daily management</li><li>Manage and coordinate trade implementation and interact with trading team</li><li>Participating in developing solutions and enhancements that drive business efficiencies and propel growth</li><li>Daily account management based on client requests and program specifications (e.g., rebalancing thresholds)</li><li>Provide customized services that include cash management, restriction management custom asset allocation models, portfolio rebalancing, multiple-accounts coordination and gradual portfolio transitions.</li><li>Service Financial Advisors by providing information about Investment Managers, vehicle types and individual products</li><li>Provide assistance to Financial Advisors, Consulting Group Sales Directors and Consulting Group Sales Support Desk by communicating program details effectively and efficiently</li></ul>Trade Execution:<ul><li>Equity SMA portfolios</li><li>ETFs</li><li>Domestic Mutual Funds</li></ul>FA/Client Service:<ul><li>One Point of Contact</li><li>FA and Client Conference Calls</li><li>Portfolio Reviews</li></ul>Qualifications:Bachelor’s in Accounting, Finance, or Business Management required or Equivalent to degree with business related coursework.<ul><li>Knowledge of financial securities markets, advisory programs and products, as well as legal and regulatory requirements</li><li>Ability to deliver as an individual contributor while being a strong team player</li><li>Ability to adapt to a continually changing work environment while managing multiple priorities</li><li>Excellent communication skills in both verbal and written forms</li><li>Series 7 and 66 designations required or the willingness to obtain within 90 days of hire</li></ul>Expected base pay rates for the role will be between $85,000 and $135,000 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.

Portfolio Solutions Team:The Portfolio Solutions team provides investment products, portfolio management services, and Tax Management solutions for Consulting Group advisory programs, including Select UMA - the industry-leading Unified Managed Accounts program with over $300 Billion in assets under management. The team offers a comprehensive, unified approach to asset allocation, manager selection, account management, trading, and overall relationship management to Morgan Stanley’s Financial Advisors and their clients.Portfolio Management Position Summary:The primary role of the Portfolio Manager is to implement Investment Managers and Financial Advisors trade instructions for the UMA program. PMs work directly with the Investment Managers’ and Financial Advisors teams throughout the model delivery and trading process. (e.g., understanding Investment Manager’s strategy, answering model delivery questions, assisting in accessing trade execution and account analytics information) Work closely with the Trade Solutions trading desk teamKey Responsibilities:Implement Investment Manager models based on clients' guidelines and program specifications (e.g., asset allocation specifications)Interact as a liaison between Investment Managers, financial and Graystone advisors and clientsProvide portfolio and individual account analysis, portfolio construction, implementation and daily managementManage and coordinate trade implementation and interact with trading teamParticipating in developing solutions and enhancements that drive business efficiencies and propel growthDaily account management based on client requests and program specifications (e.g., rebalancing thresholds)Provide customized services that include cash management, restriction management custom asset allocation models, portfolio rebalancing, multiple-accounts coordination and gradual portfolio transitions.Service Financial Advisors by providing information about Investment Managers, vehicle types and individual productsProvide assistance to Financial Advisors, Consulting Group Sales Directors and Consulting Group Sales Support Desk by communicating program details effectively and efficientlyTrade Execution:Equity SMA portfoliosETFsDomestic Mutual FundsFA/Client Service:One Point of ContactFA and Client Conference CallsPortfolio ReviewsQualifications:Bachelor’s in Accounting, Finance, or Business Management required or Equivalent to degree with business related coursework.Knowledge of financial securities markets, advisory programs and products, as well as legal and regulatory requirementsAbility to deliver as an individual contributor while being a strong team playerAbility to adapt to a continually changing work environment while managing multiple prioritiesExcellent communication skills in both verbal and written formsSeries 7 and 66 designations required or the willingness to obtain within 90 days of hireExpected base pay rates for the role will be between $85,000 and $135,000 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.

UMA Portfolio Manager - Morgan Stanley

UMA Portfolio Manager

You must have a JD with 10+ years’ trust & estate planning exp, strong coaching skills, financial industry familiarity, and excellent communication & problem-solving abilities. Dedication to client needs, collaboration, leadership, and integrity are imperative. Time management and securities licenses are also required.

You will provide comprehensive wealth planning strategies to clients, coordinate with team members and professionals, deliver customized recommendations, participate in client meetings, develop relationships, and serve as a thought leader in tax, trust & estate planning.

DESCRIPTION:<ul><li>Morgan Stanley’s Private Wealth Management (PWM) Division focuses on the ultra-high net worth (UHNW) client segment. For over 40 years, PWM has served the needs of affluent individuals, families, and their foundations. By providing advice founded on a culture of excellence and driven by global insight, PWM is devoted to helping clients preserve and grow their financial, generational, and social capital.</li></ul>RESPONSIBILITIES:This role will be responsible for providing customized wealth planning strategies to clients and prospects of Team Global at Morgan Stanley. As a senior member of the team, the candidate will work closely with Private Wealth Advisors and analysts on the team as well as other professionals to develop and deliver comprehensive planning analyses to clients and prospects.Work with the Team and clients directly to get a full understanding of a client’s goals and objectives and then delivers customized recommendations to the client / family in the form of a comprehensive Personal Wealth Analysis (PWA) or a Limited Scope Engagement. The candidate will coordinate comprehensive and integrated planning across a wide array of customized solutions and recommendations including:<ul><li>Cash flow modeling and liquidity management</li><li>Estate, gift, and generation skipping tax planning</li><li>Income tax planning</li><li>Retirement and educational tax planning</li><li>Business succession planning</li><li>Philanthropic and charitable planning</li><li>Asset protection and risk management</li><li>Executive compensation and benefits</li><li>Family dynamics</li><li>Insurance and annuity solutions</li><li>Multi-jurisdictional and cross-border planning</li><li>Participating in Client Development Meetings</li><li>Actively seeking opportunities for value-added discussions with clients on relevant and timely wealth planning related strategies</li><li>Providing intellectual capital internally and to clients through white papers and educational presentations</li><li>Maintaining and developing relationships with planning attorneys, tax advisors, trust companies, etc.</li></ul>Such coordination may involve other key areas of the firm including, but not limited to, trust, insurance, lending, retirement planning services, restricted and controlled securities, alternative investments and asset management in the overall client planning process.The candidate will serve as a thought leader in the areas of tax, trust &amp; estate planning broadly, and in order to promote business development efforts of the Team, generally these business development activities include:<ul><li>Participating in Client Development Meetings</li><li>Actively seeking opportunities for value-added discussions with clients on relevant and timely wealth planning related strategies</li><li>Providing intellectual capital internally and to clients through white papers and educational presentations</li><li>Maintaining and developing relationships with planning attorneys, tax advisors, trust companies, etc.</li></ul>QUALIFICATIONS:<ul><li>JD with at least 10 + years’ experience in trust and estate planning for high net worth individuals; other advanced degrees a plus</li><li>Strong coaching and presentation skills</li><li>A demonstrated commitment to both partnership and teamwork, and initiative to proactively address Financial Advisors and client situations as they arise</li><li>Familiarity with financial services / wealth management industry an advantage</li><li>Excellent listening, communication (both verbal and written), analytical and problem-solving skills – Individual will have extensive interaction with clients and other Advisors</li><li>Integrity – Dedication to doing the right thing and putting the client’s needs first</li><li>Collaboration and leadership skills – A demonstrated commitment to both partnership and teamwork</li><li>Self-confidence – Initiative to proactively address Advisor and client situations as they arise</li><li>Exceptional interpersonal skills – Ability to connect and readily build trust with clients</li><li>Time management – Ability to prioritize efficiently and deliver high quality work under pressure</li><li>Securities Industry Essential (SIE) exam (prior to joining)</li><li>Series 7 and 66 licenses (within first 1-2 months)</li></ul>

DESCRIPTION:Morgan Stanley’s Private Wealth Management (PWM) Division focuses on the ultra-high net worth (UHNW) client segment. For over 40 years, PWM has served the needs of affluent individuals, families, and their foundations. By providing advice founded on a culture of excellence and driven by global insight, PWM is devoted to helping clients preserve and grow their financial, generational, and social capital.RESPONSIBILITIES:This role will be responsible for providing customized wealth planning strategies to clients and prospects of Team Global at Morgan Stanley. As a senior member of the team, the candidate will work closely with Private Wealth Advisors and analysts on the team as well as other professionals to develop and deliver comprehensive planning analyses to clients and prospects.Work with the Team and clients directly to get a full understanding of a client’s goals and objectives and then delivers customized recommendations to the client / family in the form of a comprehensive Personal Wealth Analysis (PWA) or a Limited Scope Engagement. The candidate will coordinate comprehensive and integrated planning across a wide array of customized solutions and recommendations including:Cash flow modeling and liquidity managementEstate, gift, and generation skipping tax planningIncome tax planningRetirement and educational tax planningBusiness succession planningPhilanthropic and charitable planningAsset protection and risk managementExecutive compensation and benefitsFamily dynamicsInsurance and annuity solutionsMulti-jurisdictional and cross-border planningParticipating in Client Development MeetingsActively seeking opportunities for value-added discussions with clients on relevant and timely wealth planning related strategiesProviding intellectual capital internally and to clients through white papers and educational presentationsMaintaining and developing relationships with planning attorneys, tax advisors, trust companies, etc.Such coordination may involve other key areas of the firm including, but not limited to, trust, insurance, lending, retirement planning services, restricted and controlled securities, alternative investments and asset management in the overall client planning process.The candidate will serve as a thought leader in the areas of tax, trust & estate planning broadly, and in order to promote business development efforts of the Team, generally these business development activities include:Participating in Client Development MeetingsActively seeking opportunities for value-added discussions with clients on relevant and timely wealth planning related strategiesProviding intellectual capital internally and to clients through white papers and educational presentationsMaintaining and developing relationships with planning attorneys, tax advisors, trust companies, etc.QUALIFICATIONS:JD with at least 10 + years’ experience in trust and estate planning for high net worth individuals; other advanced degrees a plusStrong coaching and presentation skillsA demonstrated commitment to both partnership and teamwork, and initiative to proactively address Financial Advisors and client situations as they ariseFamiliarity with financial services / wealth management industry an advantageExcellent listening, communication (both verbal and written), analytical and problem-solving skills – Individual will have extensive interaction with clients and other AdvisorsIntegrity – Dedication to doing the right thing and putting the client’s needs firstCollaboration and leadership skills – A demonstrated commitment to both partnership and teamworkSelf-confidence – Initiative to proactively address Advisor and client situations as they ariseExceptional interpersonal skills – Ability to connect and readily build trust with clientsTime management – Ability to prioritize efficiently and deliver high quality work under pressureSecurities Industry Essential (SIE) exam (prior to joining)Series 7 and 66 licenses (within first 1-2 months)

Morgan Stanley

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