Private Wealth Management Director Of Investments

Morgan Stanley UK

Denver, United States
Base: $68,000.00 - $120,000.00 yr; bonus/equity: d...
Investment policy and program oversight
Asset allocation model development
Investment manager selection and oversight
The Director of Investments provides exceptional service to clients and supports Financial Advisors/Private Wealth Advisors/teams by developing, maintaining, and overseeing strategic investment policy and programs

Job Summary

  • The Director of Investments provides exceptional service to clients and supports Financial Advisors/Private Wealth Advisors/teams by developing, maintaining, and overseeing strategic investment policy and programs.
  • This role involves partnering with FAs/PWAs/teams on investment manager selection, asset allocation models, and implementing investment strategies, while also establishing relationships within the investment community for research and manager access.
  • Morgan Stanley offers a full spectrum of benefits including Medical, Dental, Vision, 401(k), Paid Time Off, and other special perks, alongside opportunities for career growth within the firm.

Matching Summary

The Director of Investments provides exceptional service to clients and supports Financial Advisors/Private Wealth Advisors/teams by developing, maintaining, and overseeing strategic investment policy and programs.

Salary

Base: $68,000.00 - $120,000.00 Yr; Bonus/Equity: Discretionary incentive compensation award and business unit incentive plan; Benefits: Medical, Prescription Drug, Dental, Vision, HSA, FSA, Life Insurance, Disability, PTO, 10 Paid Holidays, 401(k)

Skills & Requirements

Must-have

  • Investment policy and program oversight
  • Asset allocation model development
  • Investment manager selection and oversight
  • Client reporting and performance metrics review
  • Financial advisor support

Nice-to-have

  • Strong leadership and collaboration skills
  • Adaptable to fast-paced environments
  • Goal-oriented and results-driven
  • Client-facing communication

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter