Estate Planning Strategist, VP

Morgan Stanley • Atlanta, GA

1d

About The Position

This role involves working 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. The position requires close collaboration with financial advisors to build relationships with ultra-high net worth clients, reviewing and critiquing estate planning documents, and simplifying complex legal topics. The strategist will compare and contrast various estate planning alternatives, prepare presentation materials, and work with analysts to deliver financial planning analyses. A key aspect of the role is collaborating with clients' attorneys and accountants to implement estate, income tax, and financial plans, understanding investment structures, and being familiar with MS trustee services, insurance, and similar third-party platforms and products. The role also requires staying updated on legal changes and educating financial advisors.

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

• 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.
• Work closely with senior estate planning strategists and financial advisors to 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.
• Work 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.

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.

What This Job Offers

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