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Morgan-Stanley

Senior Director of Investments, Private Wealth Leader

san francisco, CA

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About this opportunity

Morgan-Stanley lists this Senior Director of Investments, Private Wealth Leader opportunity in san francisco, California. Review the employer’s description below for duties, qualifications and application requirements.

Job description

Morgan Stanley is seeking a Director of Investments to lead the investment policy and program for client assets managed by the Financial Advisor/Private Wealth Advisor team. You will develop asset allocation models, oversee reporting and performance metrics, and collaborate across teams to implement investment strategies.

The role requires substantial experience, licenses, and advanced credentials. You will engage with clients, participate in meetings, and ensure compliance with firm policies

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Worksite address

san francisco, CA, 94199, US

Who can apply

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