Senior Portfolio Strategy & Client Experience Lead

PowerToFly; Red Bank (NJ); On-site; USD 75,000 - 125,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401(k)

Job summary

Morgan Stanley is seeking a Portfolio Management Associate Director to provide senior level client service, assist with investment strategy execution, and create reporting on activity and performance for clients. The role collaborates with Financial Advisors and Private Wealth Advisors to deliver an exceptional client experience.

The candidate will handle asset allocations, client communications, research, and marketing support while enforcing compliance and leveraging firm systems.

Qualifications

• 10+ years of experience in a field relevant to the position required.
• Advanced degree or professional certification or prior industry experience required.
• Active Series 7 and Series 66 or Series 63 and Series 65 required.
• Additional product licenses may be required.
• Strong compliance record.

Responsibilities

• Enter or adjust asset allocations and input trades as directed by FA/PWA/team.
• Prepare and review client reports from firm-approved systems.
• Assist with research using firm-approved systems.
• Participate in client meetings representing the service lens.
• Update clients’ estate, trust, retirement, and insurance objectives as directed.
• Review new client prospects in relation to the service model.
• Execute marketing elements for conferences, seminars, webinars, or online content.
• Provide feedback and upgrades to Portfolio Management partners.

Skills

Leadership

Financial products knowledge

MS Excel

Client service

Time management

Team player

Adaptability

Attention to detail

Education

Advanced degree

Series 7/66 or Series 63/65 licenses

10+ years experience in financial services

Tools

Firm-approved systems

MS Office suite

Job description

Morgan Stanley is seeking a Portfolio Management Associate Director to provide senior level client service, assist with investment strategy execution, and create reporting on activity and performance for clients. The role collaborates with Financial Advisors and Private Wealth Advisors to deliver an exceptional client experience.

The candidate will handle asset allocations, client communications, research, and marketing support while enforcing compliance and leveraging firm systems.