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About the Role

The Director of Investments is a senior-level position on a Financial Advisor / Private Wealth Advisor team, responsible for developing, maintaining, and overseeing the strategic investment policy and program for all client assets. This role involves creating asset allocation models and overseeing reporting and performance metrics, requiring strong organizational, analytical, and communication skills.

Responsibilities

Develops and oversees investment functions including policies, procedures, reporting, and performance metrics.
Partners with Financial Advisors on manager selection, asset allocation model development, and strategy implementation.
Establishes relationships within the investment community for research and manager access.
Evaluates investment managers, recommends changes, and manages asset rebalancing.
Reviews and develops recommendations for appropriate benchmarks for asset allocation.
May participate in client meetings to discuss investment portfolios and issues.
Serves as a client contact for administrative problems and general inquiries.
Conducts investment portfolio analysis and prepares materials for client interactions.

Requirements

10+ years of work experience in a relevant field.
Advanced degree or professional certification or prior industry experience.
Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
Additional product licenses may be required.
Must be legally authorized to work in the United States and not require future sponsorship for employment visa status.

Skills

Enjoys working with people and solving problems.
Financial industry and product knowledge.
Effective written and verbal communication skills.
Strong understanding of applicable compliance rules and regulations and firm policies.
Team player with the ability to collaborate.
Ability to interact and communicate effectively with colleagues and clients.
Detail-oriented with superior organizational skills.
Ability to prioritize tasks.
Ability and interest in working in a fast-paced, evolving environment.

Experience Level

Senior level

Education Level

Advanced degree or professional certification

Salary/Compensations

Expected base pay rates between $75,000 and $125,000 per year.

Benefits

Attractive and comprehensive employee benefits and perks in the industry.
Morgan Stanley sponsored benefit programs.

About the Company

Morgan Stanley raises, manages, and allocates capital for clients, helping them reach their goals.
The company has a 90-year history of differentiated service.
Values include putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back.
Operates in 1,200 offices across 42 countries.
Fosters an environment where employees are supported and empowered.
Teams are collaborative and creative, fueled by diverse backgrounds and experiences.
Supports employees and their families throughout their work-life journey.
Offers ample opportunity for career advancement for those with passion and grit.

Equal Opportunity

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.
Recruiting efforts reflect a strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
The workforce reflects a broad cross-section of global communities, bringing a variety of backgrounds, talents, perspectives, and experiences.