The Portfolio & Trading Solutions team within Investment Advisory Solutions provides investment products, portfolio management services, and customized managed solutions for advisory programs, including Select UMA - the industry-leading Unified Managed Accounts program. The team offers a comprehensive, unified approach to asset allocation, manager selection, account management, trading, and overall relationship management to Morgan Stanley’s Financial Advisors and their clients.
What You’ll Do?
As a Portfolio Manager on our Tax-Managed Investing team, you’ll be at the heart of the action—combining strategy, problem-solving, and client engagement. Your role will include:
• Bringing ideas to life: Managing Portfolios and trade generation in a tax efficient way to help clients grow wealth while minimizing tax costs.
• Partnering with advisors: Working directly with financial advisors to design strategies, select investments, and build portfolios that fit each client’s needs.
• Making complex simple: Explaining tax-smart investing solutions in a clear, approachable way to advisors and clients.
• Safeguarding success: Monitoring portfolios closely and managing risk across accounts and businesses to ensure clients stay on track with their financial goals.
• Building relationships: Joining meetings and calls with advisors to support their clients and uncover new opportunities.
• Staying ahead of the curve: Keeping up with the latest investment research, trends, and strategies so you can bring fresh ideas to the table.
- Supporting the continued development and enhancement of our proprietary trading system, including creating strategy presentations and coordinating delivery of technology solutions with various internal stakeholders
- Assisting Financial Advisors with asset allocation, appropriate investment selection, and portfolio construction
- Creating and curating marketing materials for Tax Management and other business areas under the Managed Solutions organization
- Design and develop PowerPoint presentations and other materials for Financial Advisor and home office presentations
- Presenting Tax Management solutions for specialized situations to Financial Advisors and clients
Qualifications:
- Bachelors Degree required. B.S. in Accounting, Finance, or Business Management preferred
- At least 7 years of professional experience, Financial Services in a wealth management/portfolio management capacity, preferred
- Knowledge of financial securities markets, Advisory programs and products, as well as legal and regulatory requirements
- Ability to deliver as an individual contributor while being a strong team player
- Ability to adapt to a continually changing work environment while managing multiple priorities
- Excellent communication skills in both verbal and written forms
- Series 7 and 66 (alternatively, both 63 and 65) designations a must
- Former portfolio management experience with tax efficiency, a plus
- Proactive with flexibility to learn multiple business disciplines
Why You’ll Love It Here:
- You’ll be making a real impact by helping clients keep more of what they earn.
- You’ll work in a collaborative environment where your ideas are valued and your voice matters.
- You’ll gain exposure to cutting-edge investment strategies and work alongside some of the most talented professionals in the industry.
- You’ll have opportunities to grow your career, expand your expertise, and take on increasing responsibility.
This is more than just portfolio management—it’s about being a trusted partner, problem solver, and innovator for our clients!
Expected base pay rates for the role will be between $115,000 and $190,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
