Morgan Stanley
PWM Director of Investments
West Conshohocken, Pennsylvania · On-site · Director · Full-time · Posted Sep 18, 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 a wealth management team’s investment program, helping clients pursue investment goals through strategy implementation, manager oversight, reporting, and performance review.
What you'll do
- Oversee investment policies, procedures, reporting, performance metrics, and asset allocation models with the FA/PWA/team.
- Partner on investment manager selection and oversight, implement investment strategies, and assess managers and benchmarks.
- Support client and prospective-client meetings, prepare reports or financial plans, and coordinate team business matters.
What they ask for
- Active Series 7 and Series 66, or Series 63 and Series 65; additional product licenses may be required.
- Advanced degree, professional certification, or prior industry experience.
- Strong knowledge of financial services products and investment strategies.
- Strong analytical, organizational, communication, and client-service skills.
Tools
MS Office, MS Excel
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