Portfolio Management Associate Director - CFA
Morgan Stanley
Fort Lauderdale · United States
- Level
- Director
- On site or Remote
- On-site
- Posted
- Yesterday
About this role
Position Summary The Portfolio Management (PM) Associate Director is a vital part of the Wealth Management team who assists Financial Advisors / Private Wealth Advisors with the development and execution investment strategies based on client goals. The Portfolio Management Associate Director works with the Financial Advisor / Private Wealth Advisor to create customized investment plans for clients, creates reporting on investment activity and performance and communicates effectively with client…
This is a summary. The employer's full description, including requirements and benefits, is on their own listing.
Qualifications
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Posted 12 October 2026 · Expires 11 November 2026