Teams at Morgan Stanley

Supports financial advisors and private wealth teams with client service, meeting preparation, follow-up tracking, account transactions, digital tools, business planning, marketing execution, client reports, financial plans, research, and client meetings. Requires financial services product knowledge, strong organizational and communication skills, technical proficiency, and active securities licenses.

Senior portfolio management role responsible for developing, implementing, and overseeing investment strategy and asset allocation within the firms Portfolio Management program. Collaborates with Financial Advisors to analyze portfolios, recommend asset allocations and benchmarks, rebalance holdings, and lead client meetings. Manages discretionary advisory accounts, develops PM policies/procedures, and tracks reporting and performance metrics. Focused solely on accounts within the firms Portfolio Management program.

Support Financial Advisors and Private Wealth Advisors by delivering high-quality client service, preparing for meetings, executing transactions, assisting with financial planning and reports, and supporting digital and in-person marketing and business development activities. Act as a senior service-team member, mentor others, and participate in firm initiatives and special projects.