Senior Investments Director - Private Wealth

Morgan-Stanley; West Conshohocken (PA); On-site; USD 180,000 - 240,000; Full time

Benefits offered by this job

Employee benefits

Career development

Job summary

Morgan Stanley is seeking a Director of Investments to lead and oversee the investment program for client teams. You will supervise reporting, performance metrics, and asset allocation discussions with Financial Advisors and Private Wealth Advisors, ensuring alignment with policy and goals.

The role emphasizes leadership, advanced investment knowledge, and effective communication with clients and teams in a fast-paced environment.

Qualifications

• 10+ years of work experience in a field relevant to the position.
• Advanced degree or professional certification required.
• Active Series 7 and Series 66 or Series 63 and Series 65 required.
• Additional product licenses may be required.
• Strong leadership and client service orientation.

Responsibilities

• Oversee investment functions, policies, reporting and performance metrics.
• Collaborate with FA/PWA/team on asset allocation and investment managers.
• Develop models and implement investment strategies aligned with policy.
• Build relationships to access top research and managers.
• Prepare client reports and financial plans using firm systems.
• Coordinate business matters and ensure timely resolutions.

Skills

Leadership

Analytical skills

Communication skills

Financial services knowledge

Team collaboration

Time management

Education

Advanced degree or professional certification

Active Series 7 and Series 66 or Series 63 and Series 65

Tools

MS Excel

MS Office

Firm-approved systems

Job description

Morgan Stanley is seeking a Director of Investments to lead and oversee the investment program for client teams. You will supervise reporting, performance metrics, and asset allocation discussions with Financial Advisors and Private Wealth Advisors, ensuring alignment with policy and goals.

The role emphasizes leadership, advanced investment knowledge, and effective communication with clients and teams in a fast-paced environment.