“Portfolio Manager Specialist”
POSITION SUMMARY:
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 firms Portfolio Management program.
DUTIES and RESPONSIBILITIES:
Leverage the firms Portfolio Management (“PM”) program to open investment advisory accounts and manage their investment strategy on a discretionary basis
o The Portfolio Management program is administered by the Portfolio Management Group (“PMG”), a sub-division of the Consulting Group (“CG”)
Supports 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
Develops and over sees investment functions including, but not limited to the oversight of policies, procedures, reporting and performance metrics via firm approved resources, the development of asset allocation models and implementation of strategy
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
This role will not sell, manage, or provide recommendations for any accounts outside of the firms Portfolio Management program (This includes, but is not limited to the any other brokerage program or managed account programs that the firm may offer) 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
REPORTS TO:
Branch Manager and dotted line to the Assistant Complex ManagerMorgan 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).Salary range for the position: $50,000 to $95,000/yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. The application window is expected to close 1/7/25, but may be extended depending on whether a candidate has been selected.Job: Wealth Management Title: Investment Consultant Location: Colorado-Denver Requisition ID: 3261767
