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Morgan Stanley

Private Wealth Management Director of Investments

Menlo Parkonsitedirector$75K – $125K

Posted today · via Workday

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About this role

The Director of Investments is a senior level position on a Financial Advisor / Private Wealth Advisor team. This industry professional plays a critical role in helping clients achieve their investment goals by developing, maintaining, and overseeing the strategic investment policy and program for all client assets managed by the team. The Director of Investments is responsible for the development of asset allocation models and the oversight of the team’s reporting and performance metrics. This professional must have strong organizational, analytical and communication skills to effectively discuss investment strategies with the Financial Advisor / Private Wealth Advisor team and their clients.…

Read the full description on Morgan Stanley's site →

What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: teams

2

Level fit

This role is director-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Menlo Park. We weight your proximity and willingness to relocate.

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