Separately Managed Accounts (SMA) Product Development Lead
About The Position
At least 5 years of relevant experience in Wealth Management, Investment Management, product development and management, consulting, or other relevant experience Active Series 7 and 63 required (must obtain within 6 months of start) CFA a plus Advanced proficiency in MS Office products (Excel, Word, PowerPoint) Strong quantitative, analytical and data analysis / modelling skills Excellent executive communication skills - verbal and written Detail oriented; strong presentation skills; ability to multitask and lead on multiple strategic projects simultaneously Ability to think creatively and strategically Motivated, action-oriented self-starter with business ownership mentality Strong organizational skills Commercially driven Strong interpersonal, collaborative, and team skills including ability to work with third party investment managers and Financial Advisors. 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. 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. Expected base pay rates for the role will be between $110,000 and $185,000 per year at the commencement of employment. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Requirements
- At least 5 years of relevant experience in Wealth Management, Investment Management, product development and management, consulting, or other relevant experience
- Active Series 7 and 63 required (must obtain within 6 months of start)
- Advanced proficiency in MS Office products (Excel, Word, PowerPoint)
- Strong quantitative, analytical and data analysis / modelling skills
- Excellent executive communication skills - verbal and written
- Detail oriented; strong presentation skills; ability to multitask and lead on multiple strategic projects simultaneously
- Ability to think creatively and strategically
- Motivated, action-oriented self-starter with business ownership mentality
- Strong organizational skills
- Commercially driven
- Strong interpersonal, collaborative, and team skills including ability to work with third party investment managers and Financial Advisors
Nice To Haves
- CFA a plus
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
