Portfolio Strategy Lead for Wealth Management

Morgan Stanley; Boston (MA); On-site; USD 92,500 - 110,000; Full time

Job summary

Morgan Stanley is looking for a Portfolio Management Associate Director in Boston, MA, serving the Wealth Management team. This role entails crafting investment strategies with Financial Advisors and ensuring client engagement through direct communication.

Candidates should have over 10 years of relevant experience, necessary licenses, and a strong compliance track record. The position offers a competitive salary range of $92,500 to $110,000 annually, along with a comprehensive compensation package including commissions and bonuses.

Qualifications

• 10+ years of experience in a relevant field required.
• Active Series 7 and Series 66 or Series 63 and Series 65 licenses are necessary.
• Strong compliance record.

Responsibilities

• Make asset allocation recommendations to the team.
• Support Financial Advisors in analyzing portfolios.
• Conduct credit research and develop valuation models.

Job description

Morgan Stanley is looking for a Portfolio Management Associate Director in Boston, MA, serving the Wealth Management team. This role entails crafting investment strategies with Financial Advisors and ensuring client engagement through direct communication.

Candidates should have over 10 years of relevant experience, necessary licenses, and a strong compliance track record. The position offers a competitive salary range of $92,500 to $110,000 annually, along with a comprehensive compensation package including commissions and bonuses.