Senior Portfolio Manager & Investment Strategy Advisor

711 MS Smith Barney, LLC; Scottsdale (AZ); On-site; USD 180,000 - 280,000; Full time

Job summary

Morgan Stanley is seeking a seasoned Portfolio Manager to open advisory accounts, manage discretionary investments, and support Advisors with advanced PM strategies. You will lead strategy discussions and drive client meetings to grow relationships, while overseeing policies, reporting, and performance metrics.

Required: bachelor’s degree or higher, 10+ years of relevant experience, and active FINRA registrations.

Qualifications

• Financial industry knowledge and regulatory understanding.
• Excellent written and verbal communication skills.
• Knowledge of applicable compliance rules and firm policies.

Responsibilities

• Open investment advisory accounts and manage discretionary investments.
• Support Advisors in portfolio analysis and development of PM solutions.
• Lead meetings to discuss investment strategy options and performance.
• Drive client prospecting and meetings to grow relationships.
• Develop and oversee investment functions including reporting and performance metrics.
• Critically rebalance portfolios and review asset allocation benchmarks.

Skills

Financial industry knowledge

Effective communication

Compliance knowledge

Education

Bachelor’s degree or comparable professional certification

Morgan Stanley PM Certification

Job description

Morgan Stanley is seeking a seasoned Portfolio Manager to open advisory accounts, manage discretionary investments, and support Advisors with advanced PM strategies. You will lead strategy discussions and drive client meetings to grow relationships, while overseeing policies, reporting, and performance metrics.

Required: bachelor’s degree or higher, 10+ years of relevant experience, and active FINRA registrations.