Private Wealth Management Portfolio Management Associate

Position Summary

Portfolio Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs), Private Wealth Advisor(s) (PWAs), and teams on a daily basis. As key members of the service team, they support FAs/PWAs/teams with developing financial plans and investment strategies based on client goals. A successful candidate will have strong interpersonal skills and a client‑first mindset, focusing on delivering an exceptional client experience.

They require an in‑depth understanding of market conditions, trends, and overall economic outlook.

• Enter new or adjust existing asset allocations at the direction of the FA/PWA/team.
• Prepare and review various client reports from firm‑approved systems for existing or prospective clients at the request of the client and/or FA/PWA/team.
• Assist with research using firm‑approved systems at the request of the client and/or FA/PWA/team.
• Participate in existing client and/or prospective client meetings, representing the service lens, at the request of the FA/PWA/team.
• Make updates to clients’ estate, trust, retirement, and insurance objectives at the direction of the client or FA/PWA/team.
• Review new client prospects developed through leads and referrals in relation to the FA/PWA/team’s client service model.
• Execute all clerical elements of digital and in‑person marketing strategies—including conferences, seminars, webinars, websites, social media, and regular email connectivity—at the direction of the FA/PWA/team.
• Provide feedback and suggest upgrades to Portfolio Management business partners on firm‑approved tools and resources.

• 2+ years of relevant experience in a related field.
• Four‑year college degree or professional certification preferred.
• Active Series7 (GS) and Series
  66 (AG/RA) or Series
  63 (AG) and Series
  65 (RA) required.
• Additional product licenses may be required.
• Knowledge of financial services products, including 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 who collaborates effectively with others.
• Ability to work in a fast‑paced, evolving environment.
• Adaptable and capable of multi‑tasking.
• Goal‑oriented, self‑motivated, and results‑driven.

Reports to:

Business Service Officer

Comprehensive employee benefits and perks.

Morgan Stanley is an equal‑opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect a strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross‑section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.