Investment Consultant – Portfolio Manager Specialist

Morgan Stanley; New York (NY); On-site; USD 50,000 - 115,000; Full time

Job summary

An established industry player seeks an Investment Consultant – Portfolio Manager Specialist to join their dynamic team. This senior-level position involves developing and overseeing investment strategies tailored to clients' needs. The role requires leveraging the firm's Portfolio Management program to enhance client portfolios and collaborating closely with Financial Advisors to deliver advanced solutions. With a commitment to excellence and client-first values, this opportunity promises a rewarding career path in a supportive environment, ideal for seasoned professionals looking to make a significant impact in the financial sector.

Qualifications

• 10+ years of relevant experience preferred.
• Morgan Stanley PM Certification required upon selection.

Responsibilities

• Manage investment strategies and asset allocations for clients.
• Lead meetings to discuss investment strategies and performance.
• Examine and rebalance portfolios when necessary.

Skills

Financial industry knowledge

Strong communication skills

Understanding of compliance rules

Education

Bachelor's degree or equivalent certification

Active Series 7 and 63 registrations

Job description

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Position Summary

The Portfolio Manager Specialist is a senior-level position on an FA/PWA team responsible for developing, maintaining, and overseeing investment strategies and asset allocations for clients. This role operates within the firm’s Portfolio Management program.

Duties and Responsibilities

1. Leverage the firm’s Portfolio Management (“PM”) program to open investment advisory accounts and manage their investment strategies on a discretionary basis.
2. Support Financial Advisors in analyzing portfolios and developing advanced PM solutions based on clients’ objectives.
3. Lead meetings to discuss investment strategies and performance.
4. Manage client interactions, including prospecting and meetings.
5. Oversee investment functions such as policies, procedures, reporting, performance metrics, asset allocation models, and strategy implementation.
6. Examine and rebalance portfolios when necessary.
7. Review and recommend benchmarks for asset allocations.

Minimum Education and Experience

• Bachelor’s degree or equivalent professional certification.
• 10+ years of relevant experience preferred.
• Active Series 7, 63, and applicable state registrations; additional licenses may be required.
• Minimum 3 years FINRA registration, 5+ preferred.
• Morgan Stanley PM Certification (upon selection, complete coursework and application).

Knowledge and Skills

• Financial industry and product knowledge.
• Strong communication skills.
• Understanding of compliance rules and firm policies.

Reporting Line

• Branch Manager or Associate Market Manager.

What You Can Expect from Morgan Stanley

We uphold high standards of service and excellence, guided by values such as putting clients first, integrity, innovation, diversity, and community involvement. We offer competitive benefits and opportunities for growth.

Expected salary range: $50,000 to $115,000/year, plus potential bonuses and incentives. Compensation is tailored individually.

Morgan Stanley is committed to diversity and equal opportunity employment, welcoming applicants regardless of race, gender, age, disability, or background.

Additional Details

• Seniority Level: Mid-Senior level
• Employment Type: Full-time
• Job Function: Finance and Sales