Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 3 days ago

Investment Consultant - Portfolio Manager Specialist

ms1,146 open roles

Where
Scottsdale, Arizona, United States of America
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowInvestment Consultant - Portfolio Manager Specialistms · Scottsdale, Arizona, United States of America

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on ms's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

8.5% of postings close within 7 days. Measured by our own scanner across the market. ms postings stay open a median of 4 days.

Share of postings closed within
  1. 1.8%1 day
  2. 4.0%3 days
  3. 8.5%7 days
  4. 15.4%14 days
  5. 34.1%30 days
This job: posted 3 days ago

ms median: 4 days open

The posting

The Portfolio Manager Specialist is a senior level position on a FA/PWA team that is responsible for the development, maintenance and oversight of the investment strategy and asset allocation for clients serviced by the team. This role will work within the firm’s Portfolio Management program. DUTIES AND RESPONSIBILITIES: •Leverage the firm’s Portfolio Management (“PM”) program to open investment advisory accounts and manage their investment strategy on a discretionary basis The Portfolio Management program is administered by the Portfolio Management Group (“PMG”), a sub- division of the Consulting Group (“CG”) •Support Financial Advisors in analyzing portfolios and developing advanced PM solutions and strategies based on clients’ investment objectives •Lead meetings to discuss investment strategy options and performance •Manage client interaction by participating and driving client prospecting and meetings •Develop and oversee investment functions including, but not limited to the oversight of policies, procedures, reporting and performance metrics via firm approved resources, the development of asset allocation models and implementation of strategy •Critically examine and rebalance current portfolio holdings when necessary •Review and develop recommendations as to the appropriate benchmarks for the current asset allocation

EDUCATION AND/OR EXPERIENCE •Minimum of bachelor’s degree or comparable professional certification required •10 or more years of relevant work experience preferred •Active Series 7, 63 and must maintain investment adviser representative (RA) registration, where required, in their place of business state and any other state(s) where the individual maintains a physical place of business. Additional product licenses may be required Product and state licenses must be in parallel to Financial Advisors on the Team •Minimum of 3 years FINRA Registration required, 5 years preferred •Morgan Stanley PM Certification – If accepted as a candidate for this role, individuals must complete the FA discretionary application and complete the required PM coursework prior to obtaining the designation

KNOWLEDGE/SKILLS •Financial industry and product knowledge •Effective written and verbal communication skills •Knowledge of applicable compliance rules and regulations and firm policies

REPORTS TO: •Branch Manager or Associate Market Manager

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against ms's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on ms's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    ms's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.