Morgan Stanley
Investment Consultant, Portfolio Manager Specialist
Morgan Stanley, Frederick, Maryland, United States, 21701
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Investment Consultant, Portfolio Manager Specialist
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Morgan Stanley 2 days ago Be among the first 25 applicants Join to apply for the
Investment Consultant, Portfolio Manager Specialist
role at
Morgan Stanley Position Summary
The Portfolio Manager Specialist is a senior level position on a FA/PWA team that is responsible for the development, maintenance and oversight of the Position Summary
The Portfolio Manager Specialist is a senior level position on a FA/PWA team that is responsible for the development, maintenance and oversight of the
investment strategy and asset allocation for clients serviced by the team. This role will work within the firms Portfolio Management program.
DUTIES And RESPONSIBILITIES
Leverage the firms Portfolio Management (“PM”) program to open investment advisory accounts and manage their investment strategy on a discretionary
basis
The Portfolio Management program is administered by the Portfolio Management Group (“PMG”), a sub-division of the Consulting Group (“CG”) Supports Financial Advisors in analyzing portfolios and developing advanced PM solutions and strategies based on the clients investment objectives Lead meetings to discuss investment strategy options and performance Manage client interaction by participating and driving client prospecting and meetings Develops and over sees investment functions including, but not limited to the oversight of policies, procedures, reporting and performance metrics via firm approved resources, the development of asset allocation models and implementation of strategy Makes asset allocation recommendations and sets up the portfolio within the Portfolio Management program. Critically examines and rebalances current portfolio holdings when necessary Reviews and develops recommendations as to the appropriate benchmarks for the current asset allocation This role will not sell, manage, or provide recommendations for any accounts outside of the firms Portfolio Management program (This includes, but is not limited to the any other brokerage program or managed account programs that the firm may offer)
Education And/or Experience
College degree or professional certification required 10 or more years of relevant work experience preferred Active Series 7, 63 and 65 or Series 7 and 66, or successful completion of Series 7 and Series 66 exams within the time frame provided by applicable company policy Additional product licenses may be required Minimum of 5 years FINRA Registration preferred
Knowledge/Skills
Financial industry and product knowledge Effective written and verbal communication skills Knowledge of applicable compliance rules and regulations and firm policies
Reports To
Market Executive and dotted line to the Assistant Market Manager
What You Can Expect From Morgan Stanley
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Salary range for the position in MARYLAND: [$68,000 - $120,000] Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Salary range for the position in WASHINGTON, DC: [$68,000 - $120,000] Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Salary range for the position in NEW JERSEY: [$68,000 - $120,000] Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Referrals increase your chances of interviewing at Morgan Stanley by 2x Sign in to set job alerts for “Investment Advisor” roles.
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Investment Consultant, Portfolio Manager Specialist
role at
Morgan Stanley 2 days ago Be among the first 25 applicants Join to apply for the
Investment Consultant, Portfolio Manager Specialist
role at
Morgan Stanley Position Summary
The Portfolio Manager Specialist is a senior level position on a FA/PWA team that is responsible for the development, maintenance and oversight of the Position Summary
The Portfolio Manager Specialist is a senior level position on a FA/PWA team that is responsible for the development, maintenance and oversight of the
investment strategy and asset allocation for clients serviced by the team. This role will work within the firms Portfolio Management program.
DUTIES And RESPONSIBILITIES
Leverage the firms Portfolio Management (“PM”) program to open investment advisory accounts and manage their investment strategy on a discretionary
basis
The Portfolio Management program is administered by the Portfolio Management Group (“PMG”), a sub-division of the Consulting Group (“CG”) Supports Financial Advisors in analyzing portfolios and developing advanced PM solutions and strategies based on the clients investment objectives Lead meetings to discuss investment strategy options and performance Manage client interaction by participating and driving client prospecting and meetings Develops and over sees investment functions including, but not limited to the oversight of policies, procedures, reporting and performance metrics via firm approved resources, the development of asset allocation models and implementation of strategy Makes asset allocation recommendations and sets up the portfolio within the Portfolio Management program. Critically examines and rebalances current portfolio holdings when necessary Reviews and develops recommendations as to the appropriate benchmarks for the current asset allocation This role will not sell, manage, or provide recommendations for any accounts outside of the firms Portfolio Management program (This includes, but is not limited to the any other brokerage program or managed account programs that the firm may offer)
Education And/or Experience
College degree or professional certification required 10 or more years of relevant work experience preferred Active Series 7, 63 and 65 or Series 7 and 66, or successful completion of Series 7 and Series 66 exams within the time frame provided by applicable company policy Additional product licenses may be required Minimum of 5 years FINRA Registration preferred
Knowledge/Skills
Financial industry and product knowledge Effective written and verbal communication skills Knowledge of applicable compliance rules and regulations and firm policies
Reports To
Market Executive and dotted line to the Assistant Market Manager
What You Can Expect From Morgan Stanley
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Salary range for the position in MARYLAND: [$68,000 - $120,000] Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Salary range for the position in WASHINGTON, DC: [$68,000 - $120,000] Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Salary range for the position in NEW JERSEY: [$68,000 - $120,000] Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Referrals increase your chances of interviewing at Morgan Stanley by 2x Sign in to set job alerts for “Investment Advisor” roles.
Germantown, MD $50,000.00-$60,000.00 1 week ago FAMILY INVESTMENT SPECIALIST I (STATEWIDE)
FAMILY INVESTMENT SPECIALIST IV (STATEWIDE)
FAMILY INVESTMENT SPECIALIST III LEAD (STATEWIDE)
Germantown, MD $50,000.00-$60,000.00 1 week ago FAMILY INVESTMENT SPECIALIST SUPERVISOR I (STATEWIDE)
Financial Consultant, Truist Investment Services, Westminster, MD
Frederick, MD $80,000.00-$100,000.00 2 weeks ago Financial Solutions Advisor - Western MD Market
Gaithersburg, MD $70,000.00-$80,000.00 2 weeks ago Patient Financial Advisor (HYBRID), Day Shift, Eligibility and Financial Clearance
Gaithersburg, MD $18.71-$25.65 1 month ago Patient Financial Advisor (HYBRID), Day Shift, Surgical Scheduler
Gaithersburg, MD $18.71-$25.65 3 months ago Merrill Financial Solutions Advisor - North Virginia Market
Frederick, MD $70,000.00-$80,000.00 2 weeks ago Patient Financial Advisor, (Hybrid), Day Shift, Surgical Scheduler
Gaithersburg, MD $18.71-$25.65 2 months ago Patient Financial Advisor III / Lead, Day Shift, Patient Customer Service
Gaithersburg, MD $23.25-$32.55 1 month ago Insurance Sales Agent - Gaithersburg, MD
Gaithersburg, MD $40,000.00-$90,000.00 12 hours ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr