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711 MS Smith Barney, LLC

Private Wealth Investments Director — Strategy & Allocation

menlo park, CA

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Job description

Morgan Stanley seeks a Director of Investments to guide the investment policy for the Financial Advisor / Private Wealth Advisor team. The role develops asset allocation models and oversees reporting and performance metrics for all client assets, coordinating with advisors and clients.

Qualifications include 10+ years of experience, an advanced degree or certification, and relevant investment licenses. Reports to Complex BSO/Manager; base pay ranges with incentives are offered.

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Worksite address

menlo park, CA, 94029, US

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