Morgan Stanley Family Office Client Coverage, VP/ED
Morgan Stanley · US
Morgan Stanley Family Office - MSFO Client Coverage, Vice President/Executive Director Morgan Stanley Family Office (MSFO) within Private Wealth Management i...
Job description
Morgan Stanley Family Office - MSFO Client Coverage, Vice President/Executive Director Morgan Stanley Family Office (MSFO) within Private Wealth Management is responsible for delivering 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, and works heavily with the Global Investment Office (GIO) and Institutional Securities Group (ISG). Role and Responsibilities: Family Office Client Coverage 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, Family Office Client Coverage 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, Family Office Client Coverage drives the response to complex client requests and navigates the Firm’s organization to deliver the...