Client‑First Portfolio Management Strategist

Morgan-Stanley; Red Bank (NJ); On-site; USD 75,000 - 125,000; Full time

Benefits offered by this job

Medical benefits

Dental & Vision insurance

401(k) retirement plan

Paid time off

Parental leave

Disability insurance

Job summary

Morgan Stanley is seeking a Portfolio Management Associate Director to support Financial Advisors and teams in delivering premier client service and investment strategy execution. You will create investment activity reporting and help communicate market conditions to clients.

Key duties include asset allocation adjustments, client reporting, research support, and participation in client meetings. Strong licenses and leadership are required to thrive in a fast-paced, collaborative environment.

Qualifications

• 10+ years of experience in a field relevant to the position.
• 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 of financial services products including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.

Responsibilities

• Enter new or adjust existing asset allocations and input trades.
• Prepare and review client reports from firm-approved systems for existing or prospective clients.
• Assist with research using firm-approved systems.
• Participate in client meetings, representing the service lens.
• Update clients’ estate, trust, retirement, and insurance objectives.
• Support digital and in-person marketing efforts (conferences, seminars, webinars, websites, social media, emails).
• Provide feedback to Portfolio Management partners on tools and resources.
• Review new client prospects developed through leads and referrals with the FA/PWA/team.

Skills

Strong leadership

Client service

Interpersonal skills

Time management

Team collaboration

Attention to detail

Written communication

Adaptability

Fast learner

Education

Advanced degree or professional certification

Tools

Series 7/66

Series 63/65

MS Office

MS Excel

Job description

Morgan Stanley is seeking a Portfolio Management Associate Director to support Financial Advisors and teams in delivering premier client service and investment strategy execution. You will create investment activity reporting and help communicate market conditions to clients.

Key duties include asset allocation adjustments, client reporting, research support, and participation in client meetings. Strong licenses and leadership are required to thrive in a fast-paced, collaborative environment.