Portfolio Management Associate Director

POSITION SUMMARY 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 their focus will be 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.

DUTIES and 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 relations 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 and seminars or webinars, websites, social media and regular email connectivity

Providing feedback and suggesting upgrades to Portfolio Management business partners on firm-approved tools and resources EDUCATION, EXPERIENCE, KNOWLEDGE, and

SKILLS:

Education and/or Experience
10+ years of experience in a field relevant to the position required

Advanced degree or professional certification or prior industry experience required

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

Knowledge/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

Reports to:

Market Business Service Officer and/or Business Service Officer WHAT YOU CAN EXPECT FROM 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 - aren’t just beliefs, they 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…