Client-Focused Portfolio Management Associate

711 MS Smith Barney, LLC

New York (NY)

On-site

USD 68,000 - 120,000

Full time

14 days+

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Job summary

Morgan Stanley in New York is seeking a Portfolio Management Associate to support Financial Advisor(s) and Private Wealth Advisor(s) teams with developing financial plans and investment strategies focused on client goals. The role emphasizes a client-first mindset and requires understanding of market conditions to deliver exceptional service.

Responsibilities include preparing client reports, assisting with research, attending client meetings, and updating estate, retirement and insurance

Qualifications

2+ 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.
Four-year college degree or professional certification preferred.
Knowledge of financial services products including equities, bonds, options, mutual funds, annuities and managed accounts.

Responsibilities

Entering new or adjusting existing asset allocations as directed by FA/PWA/team.
Preparing and reviewing client reports from firm-approved systems for client prospects or existing clients.
Assisting with research using firm-approved systems.
Participating in client meetings, representing the service lens.
Updating estate, trust, retirement, and insurance objectives per client directions.
Reviewing new client prospects developed through leads and referrals.
Supporting digital and in-person marketing efforts (conferences, seminars, webinars, websites, social media, emails).
Providing feedback and upgrades to Portfolio Management tools and resources.