Portfolio & Trading Solutions – Portfolio Management, Vice President

At Morgan Stanley, our Investment Advisory Solutions team helps clients make the most of their money. We manage over $3 Trillion in assets and are known for delivering innovative, personalized investment strategies. Our team blends cutting-edge tools with personal guidance to help financial advisors and their clients reach their goals with confidence.

The Portfolio & Trading Solutions team within Investment Advisory Solutions provides investment products, portfolio management services, and customized managed solutions for advisory programs, including Select UMA - the industry-leading Unified Managed Accounts program. The team offers a comprehensive, unified approach to asset allocation, manager selection, account management, trading, and overall relationship management to Morgan Stanley’s Financial Advisors and their clients.

With more than $280 billion already under management, Morgan Stanley’s Tax Managed investment business is one of the most innovative and fast-growing areas of Investment Advisory Solutions focused on helping clients keep more of what they earn by minimizing unnecessary taxes and maximizing after-tax returns. This is your chance to be part of a highly specialized team that makes a direct difference in clients’ financial lives.

• Bringing ideas to life:
  Managing Portfolios and trade generation in a tax efficient way to help clients grow wealth while minimizing tax costs.
• Partnering with advisors:
  Working directly with financial advisors to design strategies, select investments, and build portfolios that fit each client’s needs.
• Making complex simple:
  Explaining tax-smart investing solutions in a clear, approachable way to advisors and clients.
• Safeguarding success:
  Monitoring portfolios closely and managing risk across accounts and businesses to ensure clients stay on track with their financial goals.
• Building relationships:
  Joining meetings and calls with advisors to support their clients and uncover new opportunities.
• Staying ahead of the curve:
  Keeping up with the latest investment research, trends, and strategies so you can bring fresh ideas to the table.
• Supporting the continued development and enhancement of our proprietary trading system, including creating strategy presentations and coordinating delivery of technology solutions with various internal stakeholders
• Assisting Financial Advisors with asset allocation, appropriate investment selection, and portfolio construction
• Creating and curating marketing materials for Tax Management and other business areas under the Managed Solutions organization
• Design and develop PowerPoint presentations and other materials for Financial Advisor and home office presentations
• Presenting Tax Management solutions for specialized situations to Financial Advisors and clients

• Bachelors Degree required. B.S. in Accounting, Finance, or Business Management preferred
• At least 7 years of professional experience, Financial Services in a wealth management/portfolio management capacity, preferred
• Knowledge of financial securities markets, Advisory programs and products, as well as legal and regulatory requirements
• Ability to deliver as an individual contributor while being a strong team player
• Ability to adapt to a continually changing work environment while managing multiple priorities
• Excellent communication skills in both verbal and written forms
• Series 7 and 66 (alternatively, both 63 and 65) designations a must
• Former portfolio management experience with tax efficiency, a plus
• Proactive with flexibility to learn multiple business disciplines

• You’ll be making a real impact by helping clients keep more of what they earn.
• You’ll work in a collaborative environment where your ideas are valued and your voice matters.
• You’ll gain exposure to cutting-edge investment strategies and work alongside some of the most talented professionals in the industry.
• You’ll have opportunities to grow your career, expand your expertise, and take on increasing responsibility.

This is more than just portfolio management—it’s about being a trusted partner, problem solver, and innovator for our clients!