UHNW Planning - Chief Product Owner, Vice President, Global Investment Office
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About The Position
Ultra-High Net-Worth (UHNW) Planning is a team within the Financial Planning department of Morgan Stanley's Global Investment Office dedicated to Wealth Management's ultra-high net-worth and institutional clients. The team has two mandates: Client Strategy - Consult on live client and prospect cases from the PWM, Graystone, OCIO, and MS Family Office channels, devising holistic investment and wealth planning strategies; Product Development - Build and enhance a platform of proprietary investment tools leveraged by financial advisor teams. UHNW Planning frequently addresses asset allocation and estate planning strategies, but also gets involved in a variety of complex situations including advanced wealth planning, employee stock options, private equity commitments, single stock strategies and structured products.
