Estate Planning Strategist, Vice President

Morgan Stanley • Miami, NY

5d

About The Position

This role involves working with senior estate planning strategists and investment professionals to provide clients and prospective clients with objective information and analyses focused on estate, gift, and income tax planning. The position requires close collaboration with financial advisors to build relationships with ultra-high net worth clients, review and critique estate planning documents, and simplify complex legal topics. The strategist will also prepare presentation materials, collaborate with team analysts on financial planning analyses, and work with clients' attorneys and accountants on implementing estate, income tax, and financial plans. A strong understanding of investment structures, MS trustee services, insurance, and third-party platforms is necessary. The role also requires staying updated on legal changes and educating financial advisors on these developments.

Requirements

• J.D. minimum required.
• Minimum of 5 years of experience.
• Prior trusts and estates experience 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.
• Series 7 and 66 required (can be obtained post-hire).

Nice To Haves

• Accounting degree helpful.
• Executive compensation, retirement and financial planning background helpful.

Responsibilities

• Provide objective information and analyses focusing on estate, gift and income tax planning to clients and prospective clients.
• 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 power point/or other graphical summaries of documents and various strategies.
• 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.

Benefits

• Ample opportunity to move about the business for those who show passion and grit in their work.
• Attractive and comprehensive employee benefits and perks in the industry.
• Morgan Stanley sponsored benefit programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: Ph.D. or professional degree