Family Office Client Coverage, VP / Executive Director

Morgan Stanley Family Office (MSFO) within Private Wealth Management is responsible for delivering comprehensive solutions to Family Office clients across investment management, administration, and specialized service needs. MSFO is a critical partner to the firm's top advisors and clients, working extensively with the Global Investment Office and Institutional Securities Group.

The Family Office Client Coverage VP / Executive Director serves as a senior leadership role acting as the interface between Financial Advisors and their MSFO clients, and the MSFO Partners across the firm. The role's paramount priority is to deliver an exceptional and consistent client experience while working with different advisors.

As a strategic partner to advisors, Family Office Client Coverage drives responses to complex client requests across topics including investment management, asset administration, family governance, estate planning, family office operations, and wealth education. The role requires experience working with ultra-high-net-worth clients and the ability to navigate Morgan Stanley's extensive organization to bring together the best solutions for family office clients.

This is a senior, high-visibility role with direct exposure to Morgan Stanley's most sophisticated and largest family office relationships.