Join to apply for the Executive Director, Trust Specialist role at Morgan Stanley
4 weeks ago Be among the first 25 applicants
Join to apply for the Executive Director, Trust Specialist role at Morgan Stanley
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.
Opportunity to join a growing team of Trust Specialists within Morgan Stanleys Family Office Resources. A Trust Specialist at Morgan Stanley is a business development role designed to work closely with Financial Advisors to help their clients with corporate trustee solutions using the unique Open Architecture Trust Platform. The position involves vetting new corporate trustee opportunities (current and successor), educating advisors, and collaborating with other colleagues including Family Office Resources and Financial Planning, etc. The Trust Specialist provides customized solutions while adhering to firm standards and promoting the integrated firm.
Job Description
- Seeking a self-motivated professional with experience developing Corporate Trustee business.
- Gather new assets using the platform by sharing best practices and educating Regional Management, Market Managers, Financial Advisors, and their clients.
- Responsible for identifying, closing, and funding of personal and institutional trust business using Morgan Stanleys unique open architecture platform.
- Proactively provide regional support/coverage for the assigned territory; this involves visiting Morgan Stanley branch offices and regional/market events.
- Obtain a keen understanding of the product offering and services provided by Trustee Partners.
- Gain an understanding of the investment management platforms and other services at Morgan Stanley to help promote the integrated firm.
- Review trust agreements, wills and estate planning documents provided by Financial Advisors for opportunities for consideration of a corporate trustee solution.
- Help FAs put best foot forward by demonstrating the customization of the trust solution to best fit the clients needs.
- Educate Attorney/CPA/Business Professional contacts of Financial Advisors about Morgan Stanleys corporate trustee platform with the objective of driving referral business.
- Collaborate and partner with other areas of Family Office Resources to bring integrated solutions to Morgan Stanley clients and prospects.
- Series 7, Series 63 registered, or willingness to obtain within 3 months of hire
- Bachelors Degree
- 5+ years experience in trust sales or similar new business development role; at least 10 years experience in trust industry
- Ability to travel
- When not traveling, 5 days a week in office requirement
- Strong communicative skills and professional speaking experience
- Proficient in Microsoft Office
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - arent just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, youll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. Theres also ample opportunity to move about the business for those who show passion and grit in their work.
Expected base pay rates for the role will be between 150,000 and 250,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Seniority level
Seniority level
Mid-Senior level
Employment type
Employment type
Full-time
Job function
Job function
Finance and Sales
Referrals increase your chances of interviewing at Morgan Stanley by 2x
Sign in to set job alerts for Executive Director Finance roles.
San Francisco, CA $300,000.00-$350,000.00 2 weeks ago
The Unity Council: Chief Financial OfficerAPPLY BY: June 13, 2025
Oakland, CA $240,000.00-$275,000.00 2 weeks ago
Oakland, CA $297,000.00-$371,250.00 3 days ago
San Francisco, CA $250,000.00-$275,000.00 17 hours ago
San Francisco, CA $300,000.00-$375,000.00 19 hours ago
Oakland, CA $190,000.00-$250,000.00 2 days ago
Director, Strategic Finance & Chief of Staff
San Francisco, CA $164,000.00-$205,000.00 4 days ago
San Francisco, CA $200,000.00-$241,000.00 6 days ago
Foster City, CA $225,000.00-$280,000.00 2 days ago
Senior Director - GTM Finance & Strategy
San Francisco, CA $170,000.00-$250,000.00 4 months ago
Senior Director - GTM Finance & Strategy
Oakland, CA $230,636.39-$288,295.50 17 hours ago
San Francisco, CA $232,000.00-$348,000.00 1 day ago
San Francisco, CA $169,900.00-$242,700.00 1 hour ago
Oakland, CA $180,000.00-$220,000.00 2 months ago
Alameda, CA $190,000.00-$239,000.00 1 day ago
San Francisco, CA $150,000.00-$170,000.00 3 days ago
South San Francisco, CA $200,000.00-$235,000.00 2 weeks ago
San Mateo County, CA $230,000.00-$240,000.00 2 weeks ago
Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr