Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Portfolio Strategy Lead for Wealth Management

$92.5k - $110k

Morgan Stanley

Morgan Stanley is looking for a Portfolio Management Associate Director in Boston, MA, serving the Wealth Management team. This role entails crafting investment strategies with Financial Advisors and ensuring client engagement through direct communication. Candidates should have over 10 years of relevant experience, necessary licenses, and a strong compliance track record. The position offers a competitive salary range of $92,500 to $110,000 annually, along with a comprehensive compensation package including commissions and bonuses. #J-18808-Ljbffr Morgan Stanley

Vacancy posted 23 hours ago
Similar jobs that could be interesting for youBased on the Portfolio Strategy Lead for Wealth Management in Boston, MA vacancy
  • Takeda in Boston, MA, is seeking a Portfolio Lead to manage the USBU and OBU DD&T run and investment portfolio, focusing on value realization and governance. You will lead planning cycles, tradeoff analyses, and cross-functional collaboration to optimize investments and... 
    Suggested

    JobRx, Inc.

    Boston, MA
    5 days ago
  • $154.4k - $242.55k

     ...best of my knowledge.Job DescriptionAs the Portfolio Lead for the joint USBU and OBU DD&T...  ...you will report into the Head of Portfolio Strategy and Operational Excellence. In this role, you will be accountable for managing the run and investment portfolio across the... 
    Suggested
    Minimum wage
    Temporary work
    Local area
    Remote work

    Takeda

    Boston, MA
    3 days ago
  •  ...the Head of Access Marketing, Strategy, & US HEOR for the Americas, this role will lead the development and implementation...  ...assigned Chiesi Rare Disease portfolio. The Lead will collaborate closely...  ...data analysis, and project management.Support the development of market... 
    Suggested
    Hourly pay
    Work at office
    Local area
    Remote work
    Relocation package
    Flexible hours

    Chiesi

    Boston, MA
    2 days ago
  • $114.1k - $211.9k

     ...scientifically accomplished Translational Biomarker Strategy Lead to serve as the biomarker...  ...that enable efficient progression of the portfolio.Job DescriptionMajor accountabilities:...  ...communication, presentation, and stakeholder management skills.RewardsAt Novartis, we’re... 
    Suggested
    Full time
    Local area
    Flexible hours

    Novartis

    Cambridge, MA
    1 day ago
  •  ...Associate Director, Channel Distribution Strategy in Nephrology. This role involves the...  ...distribution strategies across Biogen’s portfolio focusing on nephrology products and involves...  .... A Bachelor's degree is required, with management-level responsibilities expected. #J-188... 
    Suggested

    Biogen

    Cambridge, MA
    3 days ago
  •  ...to join the Boston, MA office (or Portsmouth, NH). You will lead a client relationship team, oversee investment and financial...  ...ideal candidate has a BA, CFP or CFA preferred, 5-7+ years in wealth management or related fields, and strong communication, organization, and... 
    Work at office

    Focus Financial Partners

    Boston, MA
    2 days ago
  • Certara USA, Inc. seeks a Portfolio Account Manager for Modeling & Simulation to join the American commercial team. The PAM will lead portfolio strategy, drive business development, and ensure coordinated client engagement across M&S capabilities. Based in the United States... 

    Certara USA, Inc.

    Boston, MA
    4 days ago
  •  ...Research & Development team seeks a Vice President to lead portfolio research, analysis, strategy validation, and governance for systematic investment strategies...  .... You will partner with Quant Researchers, Portfolio Managers, Product, and Technology to ensure scalable, robust... 

    JPMorgan Chase & Co.

    Boston, MA
    3 days ago
  •  ...is seeking an Assistant Director of FAS Prospect Management to drive data-informed fundraising strategies for the Faculty of Arts and Sciences. You will partner...  ...frontline fundraisers and leadership to optimize portfolios and moves management, ensuring clear, actionable... 

    Conditions. Workplace Diversity, LLC.

    Cambridge, MA
    2 days ago
  • Plan estates past the OEM clock. Lead lifecycle strategy. Lead engagement-level lifecycle planning for...  ...makes it stick. WUC Technologies is a managed IT services partner — sharpest in...  ...Responsibilities Own lifecycle planning across a portfolio of federal and state engagements Build... 
    Remote work
    Night shift

    WUC Technologies

    Boston, MA
    4 days ago
  • Propivotal is seeking a Leasing Manager to oversee leasing performance and renewal activity for a residential portfolio in the Boston area. The role blends hands-on leasing leadership with market analysis and strategy development to drive occupancy and pricing decisions... 

    Propivotal

    Boston, MA
    4 days ago
  • Certara is seeking a Portfolio Account Manager for Modeling & Simulation to lead AMER portfolio strategy, drive business development, and scale the M&S business across assigned accounts. You will build go-to-market plans, lead a team of PAMs, and partner with Global Account... 

    Mass Digital Health

    Boston, MA
    4 days ago
  • Olympus Corporation in Massachusetts is seeking a Strategy Shared Services expert to manage portfolio information across five investment areas. You will prepare executive summaries, oversee monthly updates on status and milestones, and collaborate with stakeholders to improve... 

    Olympus Corporation

    Boston, MA
    3 days ago
  • $72.88k - $109.32k

    A leading food retailer is seeking a Project Portfolio Analyst in Quincy, MA. This role includes responsibilities in reporting and monitoring, along with supporting portfolio management standards. Applicants should have a Bachelor's degree and at least 3 years of project... 
    Remote work
    Flexible hours

    ViziRecruiter,LLC.

    Quincy, MA
    4 days ago
  • $242.25k - $403.75k

    Job Title: Senior Director, Portfolio Integration Lead - Hematology Overview Cancer is unrelenting, but so are we. At GSK, we are committed to...  ...particularly in areas such as disease biology, biomarker strategy, and novel treatment combinations development. Ensure consistent... 
    Local area
    Remote work
    Work from home

    GSK

    Boston, MA
    4 days ago
  •  ...and products and services in our Allergan Aesthetics portfolio. For more information about AbbVie, please visit us...  ..., X and YouTube. Job Description The Senior Manager, Regulatory Affairs US & Canada Strategy Lead - Therapeutic Neurotoxins is responsible for the development... 
    Local area

    AbbVie

    Cambridge, MA
    4 days ago
  • InforCapital, partnership, is looking for a Strategy and Business Development Lead (VP/SVP) in Boston, United States. This role involves developing strategies to drive business development for portfolio companies. Candidates should have over 10 years of experience in biotech... 

    InforCapital, partnership

    Boston, MA
    2 days ago
  •  ...Business Unit and Intellectual Property Transactions & Strategies Group in Boston, MA. This position allows you to apply your...  ..., and advising on IP strategies. The firm offers the opportunity to manage exciting patent portfolios. #J-18808-Ljbffr BCG Attorney Search

    BCG Attorney Search

    Boston, MA
    3 days ago
  • $230.9k - $384.8k

     ...the role of the Global Medical Evidence Strategy Lead within the COVID-19 vaccine franchise...  ...consistency of overall strategy across the portfolio. Serve as lead or integral member of...  ...leadership experience. Demonstrated ability to manage projects to completion. Demonstrated... 
    Permanent employment
    Work experience placement
    Seasonal work
    H1b
    Local area
    Visa sponsorship
    Work visa
    Relocation package

    Pfizer

    Cambridge, MA
    4 days ago
  • $202.4k - $265.7k

    Make your mark for patientsWe are looking for a RWE Strategy Lead Developed Brands, Immunology who is collaborative, solutions-oriented, and passionate about leveraging real world data to improve the patient experience to join our HTA and Payer Team. This role can based... 
    Permanent employment
    Contract work
    Work at office
    Local area

    UCB Group

    Boston, MA
    3 days ago
  • $148.5k - $214.5k

     ...Immunology Asset/Indication Lead Location: Cambridge,...  ...department gathers a wealth of expertise including...  ...and Immunology portfolios, contributing to strategic...  ...value-based contracting strategies, etc.Set HEOR evidence...  ...Partnerships and Management EngagementBuild and maintain... 
    Full time
    Contract work

    Sanofi

    Cambridge, MA
    4 days ago
  • $178.5k - $257.83k

     ...powerhouse, delivering a portfolio of first-in-class and...  .... As HEOR experts, we lead the generation and...  ...accountable for leading US HEOR strategy and execution for the...  ...department gathers a wealth of expertise including...  ...in concert with management direction in accordance... 
    Full time
    Work at office
    3 days per week

    Sanofi

    Cambridge, MA
    3 days ago
  •  ...global leader in innovative wealth management, asset servicing, asset management...  ...sophisticated clients using leading technology and exceptional...  ...Lead is accountable for the strategy and evolution of the global...  ...product suite, including portfolio accounting, daily unitization... 
    Full time
    H1b
    Worldwide
    Flexible hours

    Northern Trust

    Boston, MA
    2 days ago
  • $130k - $170k

     ...their bodies and daily lives.WHOOP is hiring a Senior Lead, DTC Commercial Planning & Strategy to drive the commercial operating rhythm and revenue forecasting...  ...the DTC business (planning, forecasting, performance management, prioritization, and executive reporting). The ideal... 
    Full time
    Work at office
    Relocation

    WHOOP

    Boston, MA
    1 day ago
  • $120k - $150k

     ...you'll be doingThe Private Wealth Audit team provides independent...  ...areas of the Private Wealth Management portfolio, including trust companies,...  .... In this role, you'll lead complex audits, provide strategic...  ...- Translate business strategies, initiatives, and emerging developments... 
    Full time
    Remote work
    Shift work
    2 days per week

    CIBC Bank

    Boston, MA
    2 days ago
  • $185k - $225k

    Acadian Asset Management is a global, systematic investment...  ...billion on behalf of leading institutions worldwide...  ..., and sovereign wealth funds. We harness advanced...  ...:We are seeking a Portfolio Manager to join our Equity...  ...quantitative equity strategies from Boston, London, and... 
    Casual work
    Work at office
    Worldwide
    Flexible hours
    3 days per week

    Acadian Asset Management

    Boston, MA
    2 days ago
  • $211.5k - $258.5k

     ...developing and delivering category‑leading precision therapies to...  ...inflammatory diseases. With a portfolio of potential best‑in‑class and...  ...The Director, Regulatory Strategy - Global Regulatory Lead is responsible...  ...meetings, including management of timelines, briefing document... 
    Local area
    Flexible hours
    2 days per week

    BioSpace

    Boston, MA
    23 hours ago
  • $94.4k - $266.3k

     ...Oracle Utilities data models and reporting architectures. You lead with strategy — designing frameworks that are sustainable and scalable —...  ...designs are grounded in accurate, accessible data models. Manage onshore and offshore reporting team resources, setting delivery... 
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Boston, MA
    5 days ago
  • $221.9k - $390.3k

     ...level-up your career at the company leading workforce transformation in the...  ...team of Customer Success Managers (CSMs) within our premium Life Sciences portfolio. Your team will engage strategically...  ...engagementsCross-Functional Collaboration & Strategy:Partner closely with Sales... 
    Full time

    Salesforce

    Boston, MA
    2 days ago
  • Ballentine Partners is seeking a Senior Investment Advisor to independently drive investment strategy within the Investments team. You will collaborate with Senior Client Advisors to design strategies aligned with client goals and risk tolerance, while mentoring junior... 

    Ballentine Partners

    Boston, MA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Portfolio Strategy Lead for Wealth Management. Be the first to apply!