Morgan Stanley
Portfolio Management Associate
Red Bank, New Jersey, United States of America
Sponsorship not specifiedDetected 2 days ago
Business DevelopmentExcelResearchTime ManagementAdaptabilityOrganizational SkillsMicrosoft Office
About the role
- Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
- Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
- Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
Responsibilities
- Reviewing new client prospects that are developed through leads and referrals in relation to the FA/PWA/team's client service model
Requirements
- At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered.
- 2+ years of experience in a field relevant to the position required
- Four-year college degree or professional certification preferred
- Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
- Additional product licenses may be required Knowledge/Skills
Skills
- DUTIES and RESPONSIBILITIES
Compensation
- $75,000 and $125,000 per year.
Benefits
- At the direction of the client or FA/PWA/team, making updates to clients' estate, trust, retirement, and insurance objectives
- Providing feedback and suggesting upgrades to Portfolio Management business partners on firm-approved tools and resources EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS Education and/or Experience
- We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.
Company info
- At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals.
Equal opportunity
- https://www.morganstanley.com/people-opportunities/eeo.
- Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.
- Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
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This listing is sourced directly from Morgan Stanley's careers page and normalized into a canonical job model.