Private Wealth Management Portfolio Management Associate Director

POSITION SUMMARY

Portfolio Management (PM) Associate Directors provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team they assist FAs/PWAs/teams with the development and execution of investment strategies based on client goals. Leading with a client first mindset a successful candidate for this role will have strong interpersonal skills and their focus will be on delivering an exceptional client partnership with Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams this role will create reporting on investment activity and performance and communicate effectively with clients regarding their accounts market conditions and economic trends.

DUTIES and RESPONSIBILITIES:

At the direction of the FA/PWA/team entering new or adjusting existing asset allocations and inputting trades

At the request of the client and/or FA/PWA/team preparing and reviewing various client reports from firm-approved systems for existing or prospective clients

At the request of the client and/or FA/PWA/team assisting with research using firm-approved systems

At the request of FA/PWA/team participating in existing client and/or prospective client meetings representing the service lens

At the direction of the client or FA/PWA/team making updates to clients estate trust retirement and insurance objectives

Reviewing new client prospects that are developed through leads and referrals in relations to the FA/PWA/teams client service model

At the direction of FA/PWA/team executing against all clerical elements of digital and in-person marketing strategies including conferences and seminars or webinars websites social media and regular email connectivity

Providing feedback and suggesting upgrades to Portfolio Management business partners on firm approved tools and resources

EDUCATION EXPERIENCE KNOWLEDGE and SKILLS:

Education and/or Experience

10 years of experience in a field relevant to the position required

Advanced degree or professional certification or prior industry experience required

Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required

Additional product licenses may be required

Strong compliance record

KNOWLEDGE & SKILLS

Strong leadership skills

Knowledge of financial services products including but not limited to equities bonds options mutual funds annuities insurance and managed accounts

Technically proficient and quick learner of new and updated platforms

Detail oriented with superior organizational skills and ability to prioritize

Expert knowledge of basic personal computer MS Office (particularly MS Excel) and internet applications

Exceptional writing interpersonal and client service skills

Strong time management skills

Team player with the ability to collaborate with others

Ability to work in a fast-paced evolving environment

Adaptable and ability to multi-task

Goal oriented self-motivated and results driven

Reports to:

Market Business Service Officer and/or Business Service Officer

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley we raise manage and allocate capital for our clients helping them reach their goals. We do it in a way thats differentiated and weve done that for 90 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.

To learn more about our offices across the globe please copy and paste into your browser.

Expected base pay rates for the role will be between $68000 and $120000 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 is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion where individuals are hired developed and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate bringing a variety of backgrounds talents perspectives and experiences.

For more information please visit: