Investment Strategy Director

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

Benefits offered by this job

Commission Earnings

Incentive Compensation

Discretionary Bonuses

Benefit Programs

Job summary

Join a forward-thinking financial services firm as a Director of Investments, where your expertise will guide clients towards achieving their investment goals. In this senior-level role, you'll collaborate closely with Financial Advisors and Private Wealth Advisors to develop strategic investment policies and ensure optimal asset allocation. Your strong analytical and leadership skills will be vital in overseeing investment functions, evaluating managers, and maintaining exceptional service standards. This dynamic environment offers the chance to work alongside dedicated professionals committed to excellence and client success. If you're ready to make a significant impact in a prestigious company, this role is for you.

Qualifications

• 10+ years of experience in investment management required.
• Advanced degree or professional certification needed.
• Active Series 7 and Series 66 or equivalent licenses required.

Responsibilities

• Oversee investment functions and performance metrics.
• Partner with teams on investment strategies and manager selection.
• Prepare client reports and participate in client meetings.

Skills

Leadership Skills

Analytical Skills

Communication Skills

Detail Oriented

Time Management

Team Collaboration

Adaptability

Education

Advanced Degree

Professional Certification

10+ Years Relevant Experience

Tools

MS Office (Excel)

Investment Management Platforms

Job description

Join a forward-thinking financial services firm as a Director of Investments, where your expertise will guide clients towards achieving their investment goals. In this senior-level role, you'll collaborate closely with Financial Advisors and Private Wealth Advisors to develop strategic investment policies and ensure optimal asset allocation. Your strong analytical and leadership skills will be vital in overseeing investment functions, evaluating managers, and maintaining exceptional service standards. This dynamic environment offers the chance to work alongside dedicated professionals committed to excellence and client success. If you're ready to make a significant impact in a prestigious company, this role is for you.