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Senior Portfolio Strategy & Client Experience Lead
Job in
Red Bank, Monmouth County, New Jersey, 07701, USA
Listed on 2026-08-08
Listing for:
PowerToFly
Full Time
position Listed on 2026-08-08
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Wealth Management
Job Description & How to Apply Below
Morgan Stanley is seeking a Portfolio Management Associate Director to provide senior level client service, assist with investment strategy execution, and create reporting on activity and performance for clients. The role collaborates with Financial Advisors and Private Wealth Advisors to deliver an exceptional client experience.
The candidate will handle asset allocations, client communications, research, and marketing support while enforcing compliance and leveraging firm systems.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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