Family Office Business Development Lead, Executive Director

Senior leader to serve as the main point of contact between financial advisors and family office clients at Morgan Stanley Family Office (MSFO). Bridges internal teams across the firm to deliver comprehensive wealth solutions. Manage client onboarding, partner with advisors to identify client needs, lead complex client requests through discovery/design/delivery, coordinate across subject matter expertise groups. Requires Series 7 and 63/66 registrations, 10+ years in financial services/wealth management, MBA preferred.

Morgan Stanley is seeking a Family Office Business Development Lead, Executive Director to join their Family Office team in San Francisco, United States.

This senior role involves leading investment analysis, deal execution, and team management within the Family Office space.

The position is On-site.

Compensation: $150,000 - $250,000 USD yearly.

This opportunity was sourced via Family Office Jobs.

Interested candidates can apply through the original job posting.