Family Office Client Coverage, VP / Executive Director

InforCapital, partnership; New York (NY); On-site; USD 150,000 - 250,000; Full time

Job summary

InforCapital, partnership is looking for a Family Office Client Coverage VP / Executive Director in New York. This role involves acting as a senior leader who interfaces with Financial Advisors and Family Office clients, ensuring exceptional client experiences. The ideal candidate should possess a strong background in investment management and familiarity with ultra-high-net-worth client demands. Responsibilities include addressing complex client requests and driving effective responses aligned with business strategies.

Qualifications

• Proven experience in handling ultra-high-net-worth clients.
• Ability to collaborate with financial advisors and various teams.
• Strong background in investment management and family governance.

Responsibilities

• Act as the interface between Financial Advisors and Family Office clients.
• Drive responses to complex client requests across various topics.
• Deliver exceptional client experiences aligned with firm strategies.

Skills

Client relationship management

Investment management

Estate planning

Family governance

Ultra-high-net-worth client experience

Job description

VPFamily OfficeFull-timeLocationNew York, United StatesStay ahead of the marketGet instant notifications when new job openings matching "Family Office / VP jobs in New York, United States" are published.## About This RoleMorgan Stanley Family Office (MSFO) within Private Wealth Management is responsible for delivering comprehensive 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, working extensively with the Global Investment Office and Institutional Securities Group.The Family Office Client Coverage VP / Executive Director serves as a senior leadership role acting as the interface between Financial Advisors and their MSFO clients, and the MSFO Partners across the firm. The role's paramount priority is to deliver an exceptional and consistent client experience while working with different advisors.As a strategic partner to advisors, Family Office Client Coverage drives responses to complex client requests across topics including investment management, asset administration, family governance, estate planning, family office operations, and wealth education. The role requires experience working with ultra-high-net-worth clients and the ability to navigate Morgan Stanley's extensive organization to bring together the best solutions for family office clients.This is a senior, high-visibility role with direct exposure to Morgan Stanley's most sophisticated and largest family office relationships.