Vice President, Financial Planning Director – Northeast Region

🕒 January 21

🏢🏡 New York City – Hybrid

💵 $110k - $185k / year

⏰ Full Time

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

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Morgan Stanley

WebsiteLinkedInAll Job Openings

10,000+ employees

💸 Finance

💳 Fintech

Finance • Fintech • Investment Banking

Morgan Stanley is a leading global financial services firm that provides a wide range of services including wealth management, investment banking, capital markets, sales and trading, research, and investment management. Founded in 1935, the firm leverages its expertise to help individuals, institutions, and governments raise, manage, and distribute capital, while also prioritizing sustainable investing and diversity initiatives. With a strong commitment to delivering exceptional ideas and insights, Morgan Stanley is dedicated to achieving clients' financial goals through innovative solutions and personalized guidance.

📋 Description

• Partner with Financial Advisors to create personalized financial plans using both cash-flow and goals-based planning tools offered by third-party vendor, MoneyGuidePro®, and Morgan Stanley’s proprietary planning platform and modeling tools. • Deliver advanced technical guidance in areas such as: tax-efficient portfolio strategies, retirement income distribution planning, executive compensation and equity planning, charitable and philanthropic strategies, risk management and insurance planning, wealth transfer, trust, and estate planning. • Lead client-facing planning conversations alongside Financial Advisors and Support Professionals, providing clarity on trade-offs, risks, and long-term implications. • Serve as a planning subject matter expert and coach for Financial Advisors, elevating planning integration into the wealth management process and connecting Financial Advisors to relevant Firm resources. • Contribute to meaningful planning outcomes including net acquired assets to the Firm, track planning engagement metrics, and monitor client follow-through. • Stay current on tax regulations, estate regulations, product and strategy solutions, and market trends to ensure up-to-date advice delivery.

🎯 Requirements

• Bachelor’s degree required • Certified Financial Planner (CFP®) designation required • 5+ years of experience delivering financial plans or wealth strategies to high-net worth clients • Strong knowledge in tax and estate strategies, and insurance planning • Demonstrated ability to collaborate with client-facing professionals and communicate planning concepts clearly and credibly • Proficiency with financial planning platforms (Morgan Stanley proprietary tools, MoneyGuidePro®, or equivalent). • Series 7 and 66 preferred or must be obtained as condition of employment

🏖️ Benefits

• Comprehensive employee benefits • Professional development opportunities • Flexible work arrangements • Ample opportunity for career progression