Portfolio Management Associate Director — Client Strategy

Morgan Stanley; Fort Lauderdale (FL); On-site; USD 140,000 - 210,000; Full time

Job summary

Morgan Stanley is seeking a Portfolio Management Associate Director to assist Wealth Advisors in developing and executing investment strategies aligned with client goals. The role emphasizes asset allocation, research, and reporting, with strong client communication and market awareness.

The candidate will work in a team to deliver tailored PM solutions and insightful client updates. The position requires extensive experience, relevant licenses, and a solid understanding of securities,

Qualifications

• 10+ years of experience in a field relevant to the position required.
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
• Additional product licenses may be required
• Strong compliance record
• Knowledge of financial products and portfolio management concepts
• Portfolio management coursework or CFA designation is a plus

Responsibilities

• Make asset allocation recommendations and set up client portfolios with the advisor
• Critically evaluate current holdings for potential actions
• Develop and deliver monthly/quarterly investment reports
• Lead research meetings and identify opportunities
• Support advisors in portfolio analysis and strategy discussions
• Develop marketing and seminar materials for clients

Skills

Portfolio management

Client communication

Research and analysis

Team collaboration

Problem solving

Attention to detail

Education

10+ years experience in field

Advanced degree or professional certification

Series 7 and 66 or Series 63 and 65

Additional product licenses may be required

CFA designation (preferred)

Tools

PM trading platforms

Job description

Morgan Stanley is seeking a Portfolio Management Associate Director to assist Wealth Advisors in developing and executing investment strategies aligned with client goals. The role emphasizes asset allocation, research, and reporting, with strong client communication and market awareness.

The candidate will work in a team to deliver tailored PM solutions and insightful client updates. The position requires extensive experience, relevant licenses, and a solid understanding of securities,