UHNW Planning, Product Owner - Global Investment Office, Assistant Vice President

Job description

The Global Investment Office (GIO) is the investment and research hub within Morgan Stanley Wealth Management, comprising more than 250 analysts, strategists, and planners dedicated to supporting financial advisors and their clients. Led by the Wealth Management CIO, GIO develops the firm’s investment strategy by integrating financial planning, asset allocation, and portfolio construction insights. Serving as an extension of an advisor’s practice, GIO provides the tools, research, and intellectual capital to help advisors deepen client engagement, enhance investment performance, scale their businesses, and drive growth across all client segments. 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: 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 struc t ured products. The Product Development...