Investment Consultant, Portfolio Manager Specialist**
Investment Consultant, Portfolio Manager Specialist**
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$ 50000 - 115000
1 Vacancy
Job Description
The Portfolio Manager Specialist is a senior level position on a FA/PWA team that is responsible for the development maintenance and oversight of the investment strategy and asset allocation for clients serviced by the team. This role will work within the firms Portfolio Management program.
DUTIES and RESPONSIBILITIES
Leverage the firms Portfolio Management (PM) program to open investment advisory accounts and manage their investment strategy on a discretionary basis
o The Portfolio Management program is administered by the Portfolio Management Group (PMG) a sub-division of the Consulting Group (CG)
Supports Financial Advisors in analyzing portfolios and developing advanced PM solutions and strategies based on the clients investment objectives
Lead meetings to discuss investment strategy options and performance
Manage client interaction by participating and driving client prospecting and meetings
Develops and over sees investment functions including but not limited to the oversight of policies procedures reporting and performance metrics via firm approved resources the development of asset allocation models and implementation of strategy
Makes asset allocation recommendations and sets up the portfolio within the Portfolio Management program.
Critically examines and rebalances current portfolio holdings when necessary
Reviews and develops recommendations as to the appropriate benchmarks for the current asset allocation
This role will not sell manage or provide recommendations for any accounts outside of the firms Portfolio Management program (This includes but is not limited to the any other brokerage program or managed account programs that the firm may offer)
Education and/or Experience
College degree or professional certification required
10 or more years of relevant work experience preferred
Active Series 7 63 and 65 or Series 7 and 66 or successful completion of Series 7 and Series 66 exams within the time frame provided by applicable company policy
Additional product licenses may be required
Minimum of 5 years FINRA Registration preferred
Knowledge/Skills
Financial industry and product knowledge
Effective written and verbal communication skills
Knowledge of applicable compliance rules and regulations and firm policies
REPORTS TO
Branch Manager and dotted line to the Assistant Complex Manager
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
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 whats best for our clients communities and more than 80000 employees in 1200 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.
Salary range for the position: $50000 - $115000 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business units incentive compensation plan which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits including Medical Prescription Drug Dental Vision Health Savings Account Dependent Day Care Savings Account Life Insurance Disability and Other Insurance Plans Paid Time Off (including Sick Leave consistent with state and local law Parental Leave and X Vacation Days annually) 10 Paid Holidays 401(k) and Short/Long Term Disability in addition to other special perks reserved for our employees. Please visit to learn more about our benefit offerings.
Morgan Stanleys 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).
Required Experience:
Manager
Employment Type
Full-Time
