- FINRA Series 7 and 66 (or 63 & 65) or willingness to obtain within 180 days of hire
- Bachelor's degree in Business, Economics, Finance or equivalent work experience
- 5+ years proficiency in financial markets and financial products
- 5+ years of experience in Sales, Marketing, or comparable commercially-oriented activities
- Deep understanding and familiarity with Morgan Stanley's branch network and Financial Advisors
- Strong knowledge of CG products and platforms and the MSPS suite of products. The Portfolio Solutions Director will also be required to have a strong knowledge of investments and the markets. This will include asset allocation and strategy, portfolio construction and manager search and selection.
- Proven track record of driving results in a sales/marketing role
- Well-recognized leader, culture carrier, and experienced manager, with a demonstrated track record of building, leading, motivating, and managing teams of highly motivated and highly functioning individuals
- Excellent presentation skills. The Portfolio Solutions Director will be required to present at regional events, complex and branch meetings as well as client events on the overall Portfolio Solutions message, training, advisory development, as well as investment management.
-
Portfolio Solutions Director
1 week ago
Morgan Stanley Purchase, United StatesMorgan Stanley · Portfolio Solutions Director · Purchase , · New York · Apply Now · Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees ...
-
Director, Solution Engineering
6 days ago
Pivotree Stamford, United StatesThe Director of Solution Engineering will lead a dynamic team of solution engineers and work closely with our sales team to engage with current and prospective eCommerce, Data, Supply Chain, and Digital clients globally. This role will span across various platforms, technologies, ...
-
director of solution engineering
6 days ago
City of New York Brooklyn, United States Full timeAPPLICANTS MUST BE PERMANENT IN THE COMPUTER SPECIALIST (SOFTWARE) CIVIL SERVICE TITLE, BE PERMANENT IN A COMPARABLE TITLE ELIGIBLE FOR 6.1.9 TITLE CHANGE OR BE IMMEDIATELY REACHABLE ON EXAM NO. . · The Department of Social Services (DSS) is comprised of the administrative units ...
-
Solution Sales Director
3 weeks ago
Educational Records Bureau New York, United StatesCompany · ERB is a not-for-profit educational advisory group that provides educators and families with a more complete understanding of the whole student through the use of quality assessment tools. Independent schools around the world rely on ERB to provide them with an integrat ...
-
director of solution engineering
1 week ago
City of New York New York, United StatesJob Description · APPLICANTS MUST BE PERMANENT IN THE COMPUTER SPECIALIST (SOFTWARE) CIVIL SERVICE TITLE, BE PERMANENT IN A COMPARABLE TITLE ELIGIBLE FOR 6.1.9 TITLE CHANGE OR BE IMMEDIATELY REACHABLE ON EXAM NO · The Department of Social Services (DSS) is comprised of the admi ...
-
Director, Brand Solutions
1 week ago
Horizon Media New York, United StatesJob Description · Job Description · Hello, Blue Hour. · Blue Hour Studios is a social-first content agency that was formed in 2019 and is an affiliate of Horizon Media. Blue Hour builds community and fandom by playing at the intersection of creators, culture, content, and comm ...
-
Director of Platform Solutions
3 weeks ago
Garner Health New York, United StatesJob Description · Job DescriptionGarner's mission is to transform the healthcare economy, delivering high quality and affordable care for all. By helping employers restructure their healthcare benefit to provide clear incentives and data-driven insights, we direct employees to hi ...
-
Director, Client Solutions
2 weeks ago
Influential New York, United StatesJob Description · Job DescriptionInfluential is a key leader in the Influencer Marketing space (and the LARGEST influencer marketing company in the world, by revenue). Trusted by over 60% of the Fortune 500, we connect our clients with a network of over 3 Million social media inf ...
-
Director Engineering, Digital Solutions
4 days ago
BlueCrest Danbury, United StatesCOMPANY SUMMARY · BlueCrest is the innovative leader in postal and parcel automation solutions. With a focus on operational efficiency, customer experience, and technology integration, BlueCrest empowers businesses to achieve success through streamlined processes and meaningful ...
-
Solution Sales Director
1 week ago
Educational Records Bureau New York, United StatesCompany · ERB is a not-for-profit educational advisory group that provides educators and families with a more complete understanding of the whole student through the use of quality assessment tools. Independent schools around the world rely on ERB to provide them with an integra ...
-
Director, Business Solutions
1 week ago
Horizon Media New York, NY, United StatesJob DescriptionWho We Are Horizon Next is one of the industry's most innovative and data-driven marketing organizations and sits at the intersection of three constantly changing landscapes: people, data, and media. Our business provides strategic leadership to accelerate growth f ...
-
Director, Solution Architecture
18 hours ago
S&P Global New York, United States Full timeAbout the Role · : Grade Level (for internal use): · 13 S&P Global Market Intelligence · The Role: Sr Lead, Architecture Engineering · Grade 13 · The Location: Gurgaon · The Team: · The Enterprise Solutions business within S&P Global Market intelligence provides buy-side, ...
-
Director, Business Solutions
2 days ago
Horizon Media New York, United StatesJob Description · Who We Are · Horizon Next is one of the industry's most innovative and data-driven marketing organizations and sits at the intersection of three constantly changing landscapes: people, data, and media. Our business provides strategic leadership to accelerate g ...
-
Director - Enterprise Solutions
1 week ago
Verisk Analytics Jersey City, United StatesCompany Description · We help the world see new possibilities and inspire change for better tomorrows. Our analytic solutions bridge content, data, and analytics to help business, people, and society become stronger, more resilient, and sustainable. · Job Description Provide le ...
-
Director - Enterprise Solutions
5 days ago
Verisk Analytics Jersey City, United StatesDisclaimer: Annualized base pay may vary depending on geographic location, job-related knowledge, skills, and experience. · Salary - Min.: $150,000.00 · U.S. State: New Jersey · Company Description · We help the world see new possibilities and inspire change for better tomorrows ...
-
Director, Digital Marketing Solutions
2 weeks ago
Gartner Stamford, United StatesWithin Gartner's Corporate Communications group, Marketing Solutions Leaders (AKA Pod Leaders) are responsible for managing the day-to-day activities for a high performing, highly-motivated team of subject-matter-experts working in a Pod model. This is achieved by aligning priori ...
-
Director Solutions
1 month ago
Criteo New York, United States Full timeWhat You'll Do: · Part of the Retail Media Practice, the Solutions Director will be a key partner to both Product & Business teams. · They will be responsible with providing expertise & guidance to both our retail partners and commercial team to draw the most value from our platf ...
-
Associate Director, Enterprise Solutions,
2 weeks ago
FactSet Research Systems Inc. San Francisco, United States PermanentAssociate Director, Enterprise Solutions, FactSet Research Systems Inc., Norwalk, CT: Manage a team of engineers or projects within the Enterprise Solutions department. Coordinate with Engineering & Product Development leadership to define goals & resource needs. Min. Reqs.; BA, ...
-
Associate Director, Client Solutions, Analytics
2 weeks ago
HealixGlobal New York, United StatesBusiness Overview · We understand what makes people human and how they interact with their environment... and it's more than their demographic, their condition, or their profession. With over $17 Billion in marketplace clout, and part of the IPG Mediabrands family, Healix is an ...
-
Sr. Director, Client Solutions
1 week ago
Progyny, Inc. New York, United StatesThank you for considering Progyny · The Senior Director of Client Solutions plays a critical role in the success of new client implementations, carrier integration efforts, and benefit vendor partner relationships for the delivery of an exceptional onboarding experience. The Seni ...
Portfolio Solutions Director - Purchase, United States - Morgan Stanley
Description
Job DescriptionMorgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
The Wealth Management National Sales organization supports the Firm's Financial Advisors by managing the field sales support of non-banking products and the business development functions for our branch network.
National Sales is responsible for driving revenue growth nationally across all product areas excluding banking. Reporting to the Head of the Consulting Group Advisory Team, the Morgan Stanley Portfolio Solutions (MSPS) Director is responsible for sales activity across products in their given territory. These responsibilities are both strategic (e.g., identifying market opportunities, developing a plan and executing in partnership with home office, regional management and local resources) and tactical (e.g., "get things done", delivering results against specific targets) in nature. Portfolio Solutions Directors must strategically drive and coordinate sales activity in a manner that is consistent with Morgan Stanley's values and well-aligned with clients' individual objectives.
Key Responsibilities:
• Management of national initiatives and tactical campaigns leveraging Salesforce.
• Ongoing coaching and development of financial advisors.
• Partner with Regional Management and Product teams to identify and pursue opportunities and deliver against specific regional and product targets that meet clients' needs.
• Drive overall MSPS business in their coverage area. This includes overall CG penetration and Advisory development with a focus on driving advisory business overall.
• Create MSPS education meetings and events. This will include offsite meetings partnered with third party managers. These meetings and events will focus on investment strategy, practice management, advisory development, and MSPS training.
Qualifications:
Knowledge and Skills Required:
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. 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.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
