Morgan Stanley Family Office Business Development Lead, Executive Director

Morgan Stanley•San Francisco, CA

2d•$150,000 - $250,000

About The Position

The Morgan Stanley Family Office (MSFO) is responsible for delivering solutions to Family Office clients across administration, investment management, and specialized service needs. MSFO is a critical partner to the Firm’s top advisors and clients, and works heavily with the Global Investment Office (GIO) and Institutional Securities Group (ISG). Role and Responsibilities The Family Office Business Development Lead is a senior leadership role who acts as the interface between the Financial Advisor and their MSFO client, and the MSFO Partners across the firm. In this position, the Family Office Business Development Lead works closely with the Financial Advisor to manage and prioritize client requests, but also proactively propose the full depth of MSFO capabilities relevant to the client unique needs. The role’s paramount priority is to deliver an exceptional and consistent client experience while working with different Advisors. As a strategic partner to the Advisors, the Business Development Lead drives the response to complex client requests and navigates the Firm’s organization to deliver the best solution across topics as varied as investment management, asset administration, family governance, estate planning, family office operations, or wealth education to name a few. Comfortable with ambiguity, Family Office Business Development Lead knows how to bring together the resources available at Morgan Stanley to address wide-ranging client demands.

Requirements

Series 7 and Series 63 or 66 upon 90 days of hire
10+ years’ experience in financial services, wealth management and/or business strategy & management and/or other related fields
Bachelor’s degree in business or related field is required; MBA highly preferred
Exceptional client-facing, interpersonal, and client service skills.
Strong understanding of investment products across all asset classes
Outstanding team working, relationship building, and cross-collaboration skills
Excellent organization and prioritization skills
High level of attention to detail, with excellent written and verbal communication skills
A track record of success and a demonstrated ability to exercise good judgment and discretion

Nice To Haves

Experience with Ultra High-Net Worth clients/ working within a Family Office highly preferred.

Responsibilities

Liaise with MSFO Client Coverage, Investment Office and Institutional Infrastructure Solutions (IIS) to ensure a smooth transition from the sales cycle and deliver a seamless client onboarding experience
Partner with Financial Advisors to identify MSFO clients’ unique needs and deliver the full depth of MSFO capabilities
Understand, respond to, and proactively address MSFO client needs, including interaction with the Family Office’s personal staff
Drive Firm’s response to complex client requests throughout the solution lifecycle, from discovery, solution design, delivery, and post-delivery follow-up
Navigate the organization and collaborate across different Subject Matter Expertise groups to design the best solution to ambiguous client requests
Lead client working group meetings to ensure proper sharing of information and align partners on top priorities and next steps
Ensure adherence to Firm’s risk and regulatory policies by strictly following Legal, Risk, and Compliance guidelines
Keep track of open requests and report progress to MSFO senior leadership
Keep record of solved issues and share best practices with other Family Office Consultant & Success Managers
Provide feedback to MSFO Leadership as well as MSFO Sales and MSFO Strategy teams on areas of improvement for the MSFO offering