Senior Portfolio Strategy and Wealth Solutions Lead

711 MS Smith Barney, LLC; Raleigh (NC); On-site; USD 92,500 - 110,000; Full time

Job summary

711 MS Smith Barney, LLC in Raleigh, NC is seeking a PM Associate Director to support Financial Advisors in developing investment strategies based on client goals. You will handle asset allocation recommendations and manage client portfolios effectively.

The ideal candidate has over 10 years of relevant experience, strong communication skills, and must possess the necessary financial licenses. This role offers an expected base pay between $92,500 and $110,000 annually, alongside potential incentives.

Qualifications

• 10+ years experience in investment management.
• Active Series 7 and Series 66 or Series 63 and Series 65 licenses.
• Strong compliance record with knowledge of financial regulations.

Responsibilities

• Make asset allocation recommendations.
• Support Financial Advisors in developing PM solutions.
• Conduct credit research and develop valuation models.

Skills

Communication skills

Problem-solving skills

Knowledge of financial industry

Detail-oriented

Organizational skills

Education

Advanced degree or professional certification

Portfolio Management Coursework or CFA designation

Tools

Investment trading platforms

Proprietary software

Job description

711 MS Smith Barney, LLC in Raleigh, NC is seeking a PM Associate Director to support Financial Advisors in developing investment strategies based on client goals. You will handle asset allocation recommendations and manage client portfolios effectively.

The ideal candidate has over 10 years of relevant experience, strong communication skills, and must possess the necessary financial licenses. This role offers an expected base pay between $92,500 and $110,000 annually, alongside potential incentives.