What are the responsibilities and job description for the Portfolio & Trading Solutions - Portfolio Management, Vice President position at Morgan Stanley?
Position Summary
At Morgan Stanley, our Investment Advisory Solutions team helps clients make the most of their money. We manage over $2 Trillion in assets and are known for delivering innovative, personalized investment strategies. Our team blends cutting-edge tools with personal guidance to help financial advisors and their clients reach their goals with confidence.
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.
Why Join Us?
With more than $230 billion already under management, Morgan Stanley’s Tax Managed investment business is one of the most innovative and fast-growing areas of Investment Advisory Solutions focused on helping clients keep more of what they earn by minimizing unnecessary taxes and maximizing after-tax returns. This is your chance to be part of a highly specialized team that makes a direct difference in clients’ financial lives.
What You’ll Do?
Role
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:
What You Can Expect From Morgan Stanley
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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.
Expected base pay rates for the role will be between $110,000 and $180,000 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.
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).
At Morgan Stanley, our Investment Advisory Solutions team helps clients make the most of their money. We manage over $2 Trillion in assets and are known for delivering innovative, personalized investment strategies. Our team blends cutting-edge tools with personal guidance to help financial advisors and their clients reach their goals with confidence.
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.
Why Join Us?
With more than $230 billion already under management, Morgan Stanley’s Tax Managed investment business is one of the most innovative and fast-growing areas of Investment Advisory Solutions focused on helping clients keep more of what they earn by minimizing unnecessary taxes and maximizing after-tax returns. This is your chance to be part of a highly specialized team that makes a direct difference in clients’ financial lives.
What You’ll Do?
Role
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 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
- Presenting Tax Management solutions for specialized situations to Financial Advisors and clients
- 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
- 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.
What You Can Expect From Morgan Stanley
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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.
Expected base pay rates for the role will be between $110,000 and $180,000 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.
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).
Salary : $110,000 - $180,000
