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Morgan-Stanley

Director of Investments, Private Wealth — Strategy & Allocation

palo alto, CA

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About this opportunity

Morgan-Stanley lists this Director of Investments, Private Wealth — Strategy & Allocation opportunity in palo alto, California. Review the employer’s description below for duties, qualifications and application requirements.

Job description

Morgan Stanley is seeking a Director of Investments for its Financial Advisor / Private Wealth Advisor team in Palo Alto. This senior role develops, maintains and oversees the investment policy and program for all client assets, collaborating with advisors to implement asset allocation and select managers.

The position requires 10+ years in investment management, advanced degree or professional certification, and active FINRA licenses.

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Worksite address

palo alto, CA, 94306, US

Who can apply

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