Director Of Investments

Morgan Stanley

Base: $68,000 to $120,000 py; bonus/equity: commis...
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Strong organizational and analytical skills
Expert knowledge of ms office and excel
Ability to collaborate with fa/pwa teams
** Morgan Stanley is seeking a Director of Investments to support Financial Advisors and Private Wealth Advisors in managing client investment goals. The role requires significant experience in financial services, strong analytical skills, and the ability to collaborate effectively with teams. **

Job Summary

  • The Director of Investments is responsible for developing and overseeing strategic investment policies to help clients achieve their financial goals.
  • This role requires partnering with Financial Advisors to select investment managers, develop asset allocation models, and execute implementation strategies.
  • Morgan Stanley offers a comprehensive compensation package including base pay, incentive compensation, and attractive employee benefits.

Matching Summary

Match Score: 75

** Morgan Stanley is seeking a Director of Investments to support Financial Advisors and Private Wealth Advisors in managing client investment goals. The role requires significant experience in financial services, strong analytical skills, and the ability to collaborate effectively with teams. **

Salary

Base: $68,000 to $120,000 per year; Bonus/Equity: Commission earnings, discretionary bonuses, short and long-term incentive packages; Benefits: Comprehensive employee benefits and perks

Skills & Requirements

Must-have

  • Strong organizational and analytical skills
  • Expert knowledge of MS Office and Excel
  • Ability to collaborate with FA/PWA teams

Nice-to-have

  • Exceptional writing and interpersonal skills
  • Adaptable to fast-paced evolving environment
  • Goal oriented and self-motivated approach

Key Requirements

  • 10+ years of relevant work experience
  • Active Series 7 and Series 66 (or 63/65) licenses
  • Advanced degree or professional certification required

Work Rights

Not specified

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