Senior Investment Portfolio Manager & Strategic Advisor

Morgan Stanley; Scottsdale (AZ); On-site; USD 150,000 - 210,000; Full time

Job summary

Morgan Stanley is seeking a senior Portfolio Manager Specialist to join the Portfolio Management program. The role focuses on developing, maintaining and overseeing investment strategies and asset allocation for clients served by the FA/PWA team.

The position requires extensive industry knowledge, advanced analytical skills, and the ability to lead client discussions. You will collaborate with Financial Advisors to optimize portfolios and drive results across multiple client programs.

Qualifications

• Bachelor’s degree or equivalent professional certification required.
• 10+ years of relevant work experience preferred.
• Active Series 7 and 63; must maintain investment adviser representative registration where required.
• Minimum of 3 years FINRA registration; 5 years preferred.
• Morgan Stanley PM Certification: complete FA discretionary application and PM coursework before designation.

Responsibilities

• Leverage the PM program to open investment advisory accounts and manage their investment strategy on a discretionary basis.
• Support Financial Advisors in analyzing portfolios and developing PM solutions and strategies based on clients’ objectives.
• Lead meetings to discuss investment strategy options and performance.
• Manage client interactions by participating in and driving prospecting and meetings.
• Develop and oversee investment functions including policies, reporting and performance metrics; develop asset allocation models and implement strategy.
• Critically examine and rebalance current portfolio holdings when necessary.
• Review and develop recommendations on appropriate benchmarks for asset allocation.

Skills

Financial industry knowledge

Effective communication

Compliance knowledge

Client relationship management

Education

Bachelor's degree or equivalent

10+ years relevant experience

Series 7 & 63 licenses

RA registration

Morgan Stanley PM Certification

Job description

Morgan Stanley is seeking a senior Portfolio Manager Specialist to join the Portfolio Management program. The role focuses on developing, maintaining and overseeing investment strategies and asset allocation for clients served by the FA/PWA team.

The position requires extensive industry knowledge, advanced analytical skills, and the ability to lead client discussions. You will collaborate with Financial Advisors to optimize portfolios and drive results across multiple client programs.