Red Bank, New Jersey, United States · On-site
$75k–$125k/yr
Job Description POSITION SUMMARY Portfolio Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As key members…
Skills: Portfolio Management, Financial Planning, Investment Strategies, Client Relationship Management, Market Analysis
Edison, New Jersey, United States · Hybrid
$157k–$192k/yr
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it tak…
Skills: Relationship Management, Credit Structuring, Business Development, Healthcare Finance, Treasury Management
Ewing, New Jersey, United States · Hybrid
$68k–$80k/yr
Start Your Career Where Projects, People, and Purpose Intersect Are you an early‑career professional who thrives on organization, problem‑solving, and teamwork? This is your opportunity to play a meaningful role in proje…
Skills: Project Coordination, Due Diligence, Landowner Parcel Research, Easement Review, Budgeting
Irvine, California, United States · Hybrid
$137k–$236k/yr
At Johnson & Johnson, we believe health is everything. Our strength in healthcare innovation empowers us to build a world where complex diseases are prevented, treated, and cured, where treatments are smarter and less in…
Skills: Advanced Analytics, Clinical Operations, Cross-Functional Collaboration, Data Privacy Standards, Developing Others
Bloomfield, New Jersey, United States · On-site
Job Title: Onsite Health & Wellness Coach, Full Time - Bloomfield, NJ Job Purpose: The wellness coach provides onsite, comprehensive wellbeing and injury prevention services that engage individual employees and the clien…
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Berkeley Heights, New Jersey, United States · On-site
$83k–$114k/yr
About Axtria Axtria is seeking exceptional talent to join our rapidly growing global team. People are our greatest asset. Our transparent and collaborative culture provides the opportunity to work with some of the bright…
Skills: Data Engineering, Project Management, Life Sciences Domain Knowledge, Commercial Pharma Data, GenAI
Parsippany-Troy Hills, New Jersey, United States · On-site
Job Title: Onsite Health & Wellness Coach, Part-Time, Parsippany, NJ Job Purpose: The wellness coach provides onsite, comprehensive wellbeing and injury prevention services that engage individual employees and the client…
Skills: Health Coaching, Injury Prevention, Behavior Change Science, Biometric Screening, Motivational Interviewing
Warren Township, New Jersey, United States · Hybrid
$118k–$162k/yr
Welcome to Haleon. We’re a purpose-driven, world-class consumer company putting everyday health in the hands of millions. In just three years since our launch, we’ve grown, evolved and are now entering an exciting new ch…
Skills: Data Stewardship, Data Governance, Root-Cause Analysis, Stakeholder Engagement, Microsoft Excel
Melville, Saskatchewan, Canada · Hybrid
Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned prof…
Skills: Revenue Cycle Management, Billing Operations, Pricing Strategy, Financial Forecasting, Budgeting
Hillsborough Township, New Jersey, United States · Hybrid
$50k–$100k/yr
Benefits: 401(k) Bonus based on performance Employee discounts Flexible schedule Training & development Sales & Design Consultant – Fun, Flexible, and Rewarding! Closets by Design – North New Jersey About Us Closets by D…
Skills: Sales, Custom Design, Customer Relationship Management, Communication, Problem Solving
Wharton, New Jersey, United States · Hybrid
Location: On-site at Picatinny Arsenal, Wharton, NJ Clearance Required: U.S. Citizen / Public Trust Employment Type: Full-Time We're looking for dynamic Administrative Support Specialists to join our team at Picatinny Ar…
Skills: Microsoft Project, Microsoft Office, PowerPoint, SharePoint, Budget Preparation
New Jersey, United States · Hybrid
Join Intapp as an Enterprise Account Manager — own and grow a high-value portfolio of private capital clients, be their trusted advisor, and drive real business impact. As an Enterprise Account Manager you will have expo…
Skills: Account Management, Relationship Building, Strategic Account Planning, Client Retention, Expansion Sales
Holmdel Township, New Jersey, United States · On-site
$75k–$80k/yr
Lyra Technology Group is a private equity-backed holding company that invests in and operates industry leading technology service businesses. Our companies are operated independently by exceptional management teams. Comp…
Skills: Account Management, Client Relationship Management, Strategic Account Planning, Quarterly Business Reviews, Revenue Retention
Belmar, New Jersey, United States · On-site
$110k–$125k/yr
Who We AreDynamic Engineering Consultants, P.C., along with our Family of Companies—Dynamic Earth, Dynamic Survey, and Dynamic Traffic—has been a leader in land development consulting since 2004. Originally founded in Ne…
Skills: Traffic Engineering, Project Management, Traffic Impact Analysis, Traffic Signal Design, CORSIM
Woodbridge Township, New Jersey, United States · Hybrid
$190k–$232k/yr
At Mott MacDonald, we trust our brilliant people to do brilliant things in engineering, management, and development services, supporting multisector project work in over 150 countries. As one of the largest employee-owne…
Skills: Project Management, Civil Engineering, Business Development, Technical Leadership, Client Relationship Management
Princeton, New Jersey, United States · On-site
$145k–$193k/yr
Actuary We are adding to our diverse team of experts and are looking to hire those who are committed to building a culture that enables the creation of innovative solutions for our business units and clients. The Company…
Skills: Loss Reserve Analysis, Quantitative Analysis, Stakeholder Management, IFRS17, Project Management
Princeton, New Jersey, United States · On-site
$145k–$193k/yr
Actuary We are adding to our diverse team of experts and are looking to hire those who are committed to building a culture that enables the creation of innovative solutions for our business units and clients. The Company…
Skills: Loss Reserve Analysis, Actuarial Modeling, Stakeholder Management, Quantitative Analysis, IFRS17
Florham Park, New Jersey, United States · Hybrid
Are you interested in attending a hiring event at ADP? Read below and apply! Date and time will be sent to those interested and selected. ADP is hiring Implementation Specialists for client onboarding. This is a hybrid p…
Skills: Client Onboarding, Customer Service, Analytical Skills, Organization, Relationship Building
Bound Brook, New Jersey, United States · On-site
Company Description SAM is a fast-growing and global sensory and consumer research consultancy. Our mission is to allow consumers a voice in the development of outstanding food, beverage, pet, and health & beauty product…
Skills: Food Preparation, Consumer Testing, Data Collection, Interpersonal Skills, Microsoft Office
Bound Brook, New Jersey, United States · On-site
Company Description SAM is a fast-growing and global sensory and consumer research consultancy. Our mission is to allow consumers a voice in the development of outstanding food, beverage, pet, and health & beauty product…
Skills: Food Preparation, Consumer Testing, Data Collection, Interpersonal Skills, Microsoft Office
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Support Financial Advisors in developing investment strategies and financial plans while delivering an exceptional client experience. Manage asset allocations, prepare client reports, and execute marketing strategies to support business development.
Requires 2+ years of relevant experience and active Series 7 and Series 66 (or 63 and 65) licenses. A four-year college degree or professional certification is preferred along with proficiency in MS Office.
Job Description
POSITION SUMMARY
Portfolio Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As key members of the service team, they support FAs / PWAs/team with developing financial plans and investment strategies based on client goals. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and their focus will be on delivering an exceptional client experience. In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role requires an in-depth understanding of market conditions, trends and overall economic outlook.
DUTIES and RESPONSIBILITIES
• Portfolio Management & Business Development:
• At the direction of the FA/PWA/team, entering new or adjusting existing asset allocations
• At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports from firm-approved systems for existing or prospective clients
• At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems
• At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens
• At the direction of the client or FA/PWA/team, making updates to clients’ estate, trust, retirement, and insurance objectives
• Reviewing new client prospects that are developed through leads and referrals in relation to the FA/PWA/team’s client service model
• At the direction of FA/PWA/team, executing against all clerical elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity
• Providing feedback and suggesting upgrades to Portfolio Management business partners on firm-approved tools and resources
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS
Education and/or Experience
• 2+ years of experience in a field relevant to the position required
• Four-year college degree or professional certification preferred
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
• Additional product licenses may be required
Knowledge/Skills
Reports to
• Business Service Officer
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.
Salary range for the position: $75,000 and $125,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
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.
Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals. Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees. We view Morgan Stanley’s talent and culture as a key competitive advantage enabling the Firm to achieve its potential and drive future success. As an integrated firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture grounded in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally. These pillars enable Morgan Stanley to provide trusted advice, operate with resilience across market cycles and deliver long-term value to our clients and shareholders. Social Media Disclosures: mgstn.ly/SocialDisclosure
Offices: 1585 Broadway, New York, NY 10036, US · 2000 Westchester Ave, Purchase, New York 10577, US · 522 5th Ave, New York, US · 20 Bank Street, Canary Wharf, London, England E14 4AD, GB · 1 Austin Road West, Kowloon, Hong Kong, HK
Based on 1746 listings with disclosed salaries, most consulting jobs in New Jersey pay between $79k–$201k per year. Individual offers vary with seniority, company size, and specialization.
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