Investment Consultant, Portfolio Manager Specialist

About the Opportunity

The Portfolio Manager Specialist is a senior level position on a FA/PWA team that is responsible for the development, maintenance, and oversight of the investment strategy and asset allocation for clients serviced by the team. This role will work within the firm's Portfolio Management program.

Responsibilities

• Leverage the firm's Portfolio Management (“PM”) program to open investment advisory accounts and manage their investment strategy on a discretionary basis
• Support Financial Advisors in analyzing portfolios and developing advanced PM solutions and strategies based on the clients' investment objectives
• Lead meetings to discuss investment strategy options and performance
• Manage client interaction by participating and driving client prospecting and meetings
• Develop and oversee investment functions including the oversight of policies, procedures, reporting, and performance metrics
• Makes asset allocation recommendations and sets up the portfolio within the Portfolio Management program
• Critically examines and rebalances current portfolio holdings when necessary
• Reviews and develops recommendations as to the appropriate benchmarks for the current asset allocation

About You

Education And/or Experience

• College degree or professional certification required
• 10 or more years of relevant work experience preferred
• Active Series 7, 63 and 65 or Series 7 and 66, or successful completion of Series 7 and Series 66 exams within the time frame provided by applicable company policy
• Additional product licenses may be required
• Minimum of 5 years FINRA Registration preferred

Knowledge/Skills

• Financial industry and product knowledge
• Effective written and verbal communication skills
• Knowledge of applicable compliance rules and regulations and firm policies

Benefits

What You Can Expect From Morgan Stanley:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.

At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

About Company

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).