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Morgan Stanley Family Office Business Development Lead, Executive Director

Morgan Stanley · San Francisco, California, US

The Morgan Stanley Family Office (MSFO) is responsible for delivering solutions to Family Office clients across administration, investment management, and sp...

Job description

The Morgan Stanley Family Office (MSFO) is responsible for delivering solutions to Family Office clients across administration, investment management, and specialized service needs. MSFO is a critical partner to the Firm’s top advisors and clients, and works heavily with the Global Investment Office (GIO) and Institutional Securities Group (ISG). Role and Responsibilities: The Family Office Business Development Lead is a senior leadership role who acts as the interface between the Financial Advisor and their MSFO client, and the MSFO Partners across the firm. In this position, the Family Office Business Development Lead works closely with the Financial Advisor to manage and prioritize client requests, but also proactively propose the full depth of MSFO capabilities relevant to the client unique needs. The role’s paramount priority is to deliver an exceptional and consistent client experience while working with different Advisors. As a strategic partner to the Advisors, the Business Development Lead drives the response to complex client requests and navigates the Firm’s organization to deliver the best solution across topics as varied as investment management, asset administration,...