Portfolio Management Associate Director

About the Role

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 focus on delivering an exceptional client experience.

In 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.

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 relation to the FA/PWA/team’s client service model
• At the direction of FA/PWA/team, executing against all clerical elements of digital and in-person marketing strategies including conferences, seminars, webinars, websites, social media, and regular email connectivity
• Providing feedback and suggesting upgrades to Portfolio Management business partners on firm-approved tools and resources

Requirements

• 10+ years of experience in a field relevant to the position
• Advanced degree or professional certification or prior industry experience
• 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

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

About 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 that’s differentiated – and we’ve 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 - 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, you’ll 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.

Pay

Salary range for the position: $75,000 to $125,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award and may participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component.

Benefits

• Medical, Prescription Drug, Dental, and Vision insurance
• Health Savings Account and 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)
• Short/Long Term Disability
• Special perks reserved for employees

For more information about our benefit offerings, visit mybenefits.morganstanley.com.