Estate Planning Strategist

Morgan Stanley
New York, USA
28 Jun 2022
12 Jul 2022
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career-a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Technical Requirements
  • J.D. required
  • Significant prior trusts and estates experience with a law or accounting firm
  • Broad and deep knowledge of estate planning and tax planning strategies
  • Strong income tax background as related to estate planning strategies

Responsibilities and Skills
To work with teams of investment professionals to provide clients and prospects with objective information and analyses focusing on estate, gift, and income tax planning, including executive compensation and pre-liquidity planning.
More specifically:
  • Working closely with Financial Advisors to build relationships with ultra high net worth clients and prospects across the country by providing guidance on estate and tax planning issues
  • 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
  • Review, summarize and critique existing and/or proposed new estate planning documents
  • Prepare presentation materials including narrative and/or graphical summaries of documents and various strategies
  • Working with team analysts to model estate planning strategies
  • Collaborate with clients' attorneys and accountants in the implementation of clients' estate, income tax and financial plans
  • Understand investment structures and how they may be appropriate for various estate planning entities
  • Understand Morgan Stanley trust platform, insurance and similar third-party platforms and products
  • Keep abreast and keep Financial Advisors and Private Wealth Advisors abreast of changes in the law and developing legal trends through networking with practitioners, attending seminars and professional reading
  • Develop new marketing and educational content
  • Conduct internal training sessions
  • Series 7 (including SIE) and 66 required (can be obtained post-hire)


This role requires that all successful applicants be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccinations within 3 days of commencement of employment.

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