Morgan Stanley · 3 months ago
Estate Planning Strategist - Executive Director
Philadelphia, PA
Full-time
Onsite
Director/Executive
$150K/yr - $250K/yrMorgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Estate Planning Strategist - Executive Director will work closely with Financial Advisors to build relationships with ultra high net worth clients, providing guidance on estate and tax planning issues, while simplifying complex legal topics and collaborating with clients’ attorneys and accountants.
Asset ManagementFinanceFinancial ServicesLending
Responsibilities
Work with teams of investment professionals to provide clients and prospects with objective information and analyses focusing on estate, gift, and income tax planning, including executive compensation and pre-liquidity planning
Must have the ability to travel to meet with the Financial Advisors and clients
Work closely with Financial Advisors to build relationships with ultra high net worth clients and prospects across the country by providing guidance on estate and tax planning issues
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
Review, summarize and critique existing and/or proposed new estate planning documents
Prepare presentation materials including narrative and/or graphical summaries of documents and various strategies
Work with team analysts to model estate planning strategies
Collaborate with clients’ attorneys and accountants in the implementation of the clients’ estate, income tax and financial plans
Understand investment structures and how they may be appropriate for various estate planning entities
Understand Morgan Stanley trust platform, insurance and similar third-party platforms and products
Keep abreast and keep Financial Advisors abreast of changes in the law and developing legal trends through networking with practitioners, attending seminars and professional reading
Develop new marketing and educational content
Conduct internal training sessions
Qualification
Required
Bachelor's degree required
J.D. required
Significant prior trusts and estates experience with a law or accounting firm
Broad and deep knowledge of estate planning and tax planning strategies
Strong income tax background as related to estate planning strategies
Series 7 (including SIE), 66 and 24 required (can be obtained post-hire)
Must have the ability to travel to meet with the Financial Advisors and clients
Benefits
Some of the most attractive and comprehensive employee benefits and perks in the industry
Company
Morgan Stanley
Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
Founded in 1935
10001+ employees
H1B Sponsorship
Morgan Stanley has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (222)
2024 (195)
2023 (173)
2022 (153)
2021 (165)
2020 (173)
Funding
Current Stage
Public CompanyTotal Funding
unknown1997-02-05IPO
Leadership Team
James Gorman
Chairman and CEO
Ted Pick
Chief Executive Officer (CEO)
Recent News
2026-01-18
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