Morgan Stanley
Estate Planning Strategist, Executive Director
$150K–$250K
New York, New York · On-site · Director · Full-time · Posted Sep 3, 2026
- Experience
- Significant prior trusts and estates experience; no number of years stated.
- Education
- Bachelor's degree and Juris Doctor (J.D.) degree required.
About the job
Provides estate, gift, income-tax, executive-compensation, and pre-liquidity planning guidance and analysis to ultra-high-net-worth clients and prospects, in collaboration with Financial Advisors and clients’ professional advisers.
What you'll do
- Analyze and explain estate-planning alternatives, review planning documents, and model strategies with team analysts.
- Collaborate with Financial Advisors, clients’ attorneys, and accountants on estate, tax, and financial plans; travel to meet them.
- Develop marketing and educational content, conduct internal training, and keep Financial Advisors informed about legal and tax developments.
What they ask for
- Bachelor's degree and Juris Doctor (J.D.) degree.
- Significant prior trusts and estates experience with a law or accounting firm.
- Broad and deep knowledge of estate and tax planning strategies, with a strong income-tax background related to estate planning.
- Series 7 (including SIE), 66 and 24 required; can be obtained post-hire.
Pay
USD 150,000–250,000 per year (base salary)
Model-written summary · the original posting is authoritative