Morgan Stanley
Private Wealth Management Director of Investments
$75K–$125K
San Francisco, 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
Develops and oversees a private wealth team’s investment strategy, including asset allocation, manager selection, portfolio reporting, performance measurement, and client investment discussions.
What you'll do
- Develops investment policies, asset allocation models, reporting, and performance metrics with the Financial Advisor / Private Wealth Advisor.
- Evaluates and oversees investment managers, recommends portfolio and benchmark changes, and implements investment strategies.
- Analyzes portfolios, prepares client materials, and may participate in client meetings or respond to client questions.
What they ask for
- Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
- Advanced degree or professional certification or prior industry experience required.
- Financial industry and product knowledge; understanding of applicable compliance rules, regulations, and firm policies.
- Strong communication, organizational, analytical, and collaboration skills.
Pay
$75,000 and $125,000 per year (USD, base salary)
Model-written summary · the original posting is authoritative