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Senior Portfolio Management Leader – Wealth Advisory

fort lauderdale, FL

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Job description

Morgan Stanley is seeking a Portfolio Management Associate Director to support Wealth Management teams in developing and executing client investment strategies. You will collaborate with Financial Advisors to tailor plans, prepare performance reporting, and discuss market conditions with clients.

You will leverage market knowledge to evaluate portfolios, lead research, and drive portfolio enhancements while maintaining a strong compliance posture and delivering superior client service.

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Worksite address

fort lauderdale, FL, 33336, US

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