Director Of Investments

Morgan Stanley UK

Purchase, United States
Base: $68,000 - $120,000 py; bonus/equity: may inc...
Investment policy and program oversight
Asset allocation model review
Investment manager evaluation
The Director of Investments supports Financial Advisors in helping clients achieve investment goals by developing, maintaining, and overseeing strategic investment policy and programs

Job Summary

  • The Director of Investments supports Financial Advisors in helping clients achieve investment goals by developing, maintaining, and overseeing strategic investment policy and programs.
  • This role involves leading the oversight of team reporting, performance metrics, and reviewing asset allocation models with FAs/PWAs/teams.
  • Morgan Stanley is committed to building and maintaining a diverse workforce and offers attractive and comprehensive employee benefits and perks.

Matching Summary

The Director of Investments supports Financial Advisors in helping clients achieve investment goals by developing, maintaining, and overseeing strategic investment policy and programs.

Salary

Base: $68,000 - $120,000 per year; Bonus/Equity: May include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages; Benefits: Other Morgan Stanley sponsored benefit programs

Skills & Requirements

Must-have

  • Investment policy and program oversight
  • Asset allocation model review
  • Investment manager evaluation
  • Financial services product knowledge

Nice-to-have

  • Client relationship management
  • Collaborative team player
  • Adaptable to fast-paced environments

Key Requirements

  • 10+ years of relevant work experience
  • Advanced degree or professional certification
  • Active Series 7 and Series 66 (or 63 and 65)
  • Technical proficiency with platforms

Work Rights

Not specified

Tailored Resume

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