Morgan Stanley
Director of Investments
$68K–$120K
Purchase, New York · On-site · Director · Full-time · Posted Feb 13, 2026
- Experience
- 10+ years of work experience in a field relevant to the position required.
- Education
- Advanced degree or professional certification or prior industry experience required.
About the job
Oversees investment strategy, manager selection, asset allocation, reporting, and client service for Financial Advisor and Private Wealth Advisor teams.
What you'll do
- Oversee investment policies, reporting, and performance metrics; partner with advisor teams on manager selection, asset allocation, and strategy implementation.
- Evaluate investment managers and benchmarks, and recommend rebalancing or manager changes to align investments with policy.
- Support client and prospective-client meetings, prepare reports or financial plans, and coordinate team business matters.
What they ask for
- 10+ years of relevant work experience.
- Advanced degree, professional certification, or prior industry experience.
- Active Series 7 (GS) and Series 66 (AG/RA), or Series 63 (AG) and Series 65 (RA).
- Knowledge of financial services products and strong organizational, analytical, communication, and client service skills.
Pay
$68,000 and $120,000 per year (base salary)
Tools
MS Office, MS Excel
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