Private Wealth Management Director Of Investments

Morgan Stanley UK

Base: $68,000.00 - $120,000.00 yr; bonus/equity: e...
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Strategic investment policy development
Oversight of reporting and performance metrics
Asset allocation model review
** Morgan Stanley UK is seeking a Private Wealth Management Director of Investments to provide exceptional service and support to Financial Advisors and Private Wealth Advisors. The ideal candidate will have over ten years of relevant experience, strong leadership skills, and the necessary financial certifications, while the position offers comprehensive benefits and opportunities for career growth. **

Job Summary

  • The Director of Investments supports Financial Advisors/Private Wealth Advisors/teams in achieving client investment goals by developing, maintaining, and overseeing strategic investment policy and programs.
  • This role involves leading the oversight of team reporting and performance metrics, reviewing asset allocation models, and partnering on the selection and oversight of investment managers.
  • Morgan Stanley offers a comprehensive benefits package, opportunities for career growth, and a commitment to diversity and inclusion.

Matching Summary

Match Score: 75

** Morgan Stanley UK is seeking a Private Wealth Management Director of Investments to provide exceptional service and support to Financial Advisors and Private Wealth Advisors. The ideal candidate will have over ten years of relevant experience, strong leadership skills, and the necessary financial certifications, while the position offers comprehensive benefits and opportunities for career growth. **

Salary

Base: $68,000.00 - $120,000.00 Yr; Bonus/Equity: Eligible for annual discretionary incentive compensation award and business unit incentive plan; Benefits: Full spectrum of benefits including Medical, Dental, Vision, 401(k), Paid Time Off, etc.

Skills & Requirements

Must-have

  • Strategic investment policy development
  • Oversight of reporting and performance metrics
  • Asset allocation model review
  • Investment manager evaluation and selection
  • Client and prospective client meeting participation

Nice-to-have

  • Strong leadership and collaboration skills
  • Adaptable to fast-paced environments
  • Goal-oriented and self-motivated
  • Exceptional interpersonal and client service skills

Key Requirements

  • 10+ years of relevant work experience
  • Advanced degree or professional certification
  • Active Series 7 and Series 66 (or Series 63 and Series 65)
  • Strong organizational, analytical, and communication skills

Work Rights

Not specified

Tailored Resume

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