Morgan Stanley
Private Wealth Management Director of Investments
$75K–$125K
Menlo Park, California · On-site · Director · Full-time · Posted Sep 24, 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.
- Visa sponsorship
- Applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.
About the job
Oversees a private wealth team’s investment strategy, asset allocation, managers, performance reporting, and client investment discussions.
What you'll do
- Develop and oversee investment policies, procedures, reporting, performance metrics, and asset allocation models.
- Evaluate and select investment managers, recommend portfolio changes, and implement the team’s investment strategy.
- Analyze client portfolios, prepare investment materials, and participate in client meetings and investment discussions.
What they ask for
- Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA); additional product licenses may be required.
- Advanced degree, professional certification, or prior industry experience.
- Financial industry and product knowledge, with understanding of applicable compliance rules, regulations, and firm policies.
- Strong communication, analytical, organizational, and collaboration skills.
Pay
$75,000 and $125,000 per year (base salary)
Model-written summary · the original posting is authoritative