Investments Strategy Director — Client-Centric Leader
Listed on 2026-10-14
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Finance & Banking
Wealth Management, Portfolio & Asset Management
Morgan Stanley is seeking a Director of Investments to support Financial Advisors and Private Wealth Advisors by developing and overseeing the policy and program that guide client portfolios. This senior role leads investment oversight, reporting, and performance metrics, and collaborates with the FA/PWA/team to align asset allocation with the investment policy.
The ideal candidate has 10+ years of relevant experience, advanced degrees or certifications, and the required licenses (Series 7/66 or
We are seeking a motivated Investments Strategy Director — Client-Centric Leader to join Morgan Stanley in Conshohocken, Montgomery County, United States.
All applications are reviewed carefully by our team.
The position is based in Conshohocken, Montgomery County, United States.
This opportunity is part of our work in Finance, Management & Operations.
The advertised compensation is 180..
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