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Senior Portfolio Manager, UHNW OCIO
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-08-31
Listing for:
711 MS Smith Barney, LLC
Full Time
position Listed on 2026-08-31
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Wealth Management
Job Description & How to Apply Below
Morgan Stanley's Outsourced Chief Investment Office (OCIO) division seeks an experienced investment professional to build and manage portfolios for UHNW and multi-family office clients in New York. You will oversee asset allocation, manager selection, and risk management across multiple asset classes, while educating clients on sophisticated planning techniques.
The role requires 6–8 years in wealth management or investment consulting, with strong knowledge of tax, trust, and estate planning,
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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