Morgan Stanley is seeking a Portfolio Management Associate Director to provide senior level client service, assist with investment strategy execution, and create reporting on activity and performance for clients. The role collaborates with Financial Advisors and Private Wealth Advisors to deliver an exceptional client experience.
The candidate will handle asset allocations, client communications, research, and marketing support while enforcing compliance and leveraging firm systems.
#J-18808-LjbffrSenior Portfolio Strategy & Client Experience Lead in red bank at Unknown Company
This position is listed as full time and onsite.