UMA Portfolio Manager — Trade-Driven & Client-Focused
Morgan-Stanley
Morgan Stanley’s Portfolio Solutions Team drives UMA programs, portfolio management and trade execution for financial advisors and clients. The Portfolio Manager implements Investment Manager models, analyzes portfolios, and coordinates trades within a collaborative team. The role emphasizes client-focused services, understanding investment strategies, and adherence to regulatory requirements, with opportunities to engage across advisory programs and global markets. #J-18808-Ljbffr Morgan-Stanley
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the UMA Portfolio Manager — Trade-Driven & Client-Focused in Central Islip, NY vacancy
$115k - $190k
Portfolio Solutions TeamThe Portfolio Solutions team provides... ...products, portfolio management services, and Tax... ...programs, including Select UMA - the industry-leading... ..., account management, trading, and overall... ...Financial Advisors and their clients.Portfolio Management...SuggestedTemporary work$50k - $150k
...handle your files, so you can stay focused on what matters most: originating loans and building client relationships. Whether you'... ...IC ALL CRM — a powerful, AI-driven platform purpose-built for... ...at no cost to you: Document Management & E-Sign — OneDrive and Google...SuggestedFull timeWork at officeRemote workWork from homeFlexible hoursSilver Lining Funding Inc
Hauppauge, NY2 days ago$28.85 - $33.65 per hour
...and delivering for our clients, teammates,... ...and banking and money managed solutions Recommends banking... ...Demonstrates a results-driven mindset while prioritizing... ...Customer and Client Focus Portfolio Management Prospecting... ...Communications Risk Management Trading Minimum Education...SuggestedHourly payTemporary workWork at officeFlexible hoursShift workDay shift- Bank of America in Hauppauge, NY is seeking a customer-focused Financial Center Associate to help clients conduct transactions and educate on self-service options. You will build relationships, handle cash, and connect clients to the bank's broad range of solutions. The...SuggestedWeekend work
- The Manager, Legal Administration at Ultimus Fund Solutions leads legal administration services for mutual fund clients and oversees a team of paralegals responsible for board materials, regulatory... ...strong leadership and compliance focus. #J-18808-Ljbffr Ultimus Fund...Suggested
$27 per hour
...preferences while delivering exceptional service to our clients. * \n \n Key Responsibilities \n \n Assist senior... ...investment advice and recommendations. \n Execute trades and manage client portfolios under supervision. \n Stay updated on market trends and...Flexible hoursAegis Capital Corp.
Melville, NY25 days ago- ...Senior Portfolio Accountant At EisnerAmper, we look for individuals... ...environment and providing clients with exceptional services.... ...will have the flexibility to manage your days in support of our commitment... ...years, the EA RESIG team has focused on working with medium- to...Local area
EisnerAmper
Melville, NY2 days ago $30k - $60k
...locating the best possible investment opportunities tailored to the unique needs of our clients. We customize goals‑based financial plans and help clients manage their portfolios. Committed to delivering the highest quality investment advice, we recognize that our own...Full timeTraineeshipRelocationMonday to Friday- ...Services Group is seeking a Customer Service Associate in Hauppauge, NY. This full-time role focuses on providing exceptional support to clients and contract partners, managing a high volume of calls, scheduling services, and ensuring a positive client experience. Responsibilities...Full timeContract work
- ...seeking a Loan Officer to join their Retail Division in Hauppauge, New York. The position focuses on soliciting and originating investment quality loans while building strong client relationships. The ideal candidate should possess a Bachelor's degree, an MLO License,...Work at office
- ...and education. We aim to be the advisors clients trust for life, not just for one transaction... ...We’re growing, and we’re looking for driven, entrepreneurial people to join us as Financial... ...business development systems so you can focus on clients. Your career, your way....Flexible hours
WealthBridge Financial Group
Hauppauge, NY10 days ago $85k - $110k
Operations Manager Company Name: Interior Specialties... ...Group (ISG) is seeking a driven, detail-oriented... ...Are ISG is a specialty trade contractor delivering premium... ...residential and commercial clients across the New York... ...subcontractors with a focus on quality, accountability...Weekly payFull timeFor contractorsApprenticeshipFor subcontractorMonday to Friday- ...our ability to support client decision making to strengthen... ...Client Service, you'll manage the execution of full-... ..., and developing issue-focused analyses.You'll be... ...with the clients in your portfolio through high impact... ...and able to build story driven and insightful reports...Local area
$100k - $135k
...Job Description Private Client Account Executive Job Summary Seeking... .... This hybrid position involves managing and servicing a portfolio of high-net-worth personal lines accounts... ...Strong interpersonal skills with a focus on building and maintaining long-term...Work at officeThe Jonus Group
Hauppauge, NY3 days ago- ...Hauppauge, NY is seeking a banking professional to acquire and deepen client relationships, delivering personalized solutions to support... ...standards. Responsibilities include engaging walk-in clients, managing outreach, and providing ongoing guidance on TD products and...
- ...and service activities with the customer service team. The role focuses on building loyalty by assisting with banking needs and cross-... ...work with tellers and branch staff, refer opportunities, handle client inquiries, and ensure compliance with Citigroup policies. This...Full time
- Bank of America is seeking a customer-focused team member to engage clients in the lobby, educate on self-service options, and process cash transactions accurately. The role emphasizes risk culture, operational excellence, and building client relationships to meet financial...Weekend work
- ...relationships and attract new ones through sales excellence, lead management, and proactive cross-selling. You will provide exceptional... ...strong communication, cash handling, and the ability to educate clients on products while maintaining compliance and delivering a high...
$20.53 - $34.23 per hour
...invest in it. We protect it. We focus it. For nearly 100 years, we've been the Bank that clients from every industry turn to for... ...the US. At Valley, we're all driven by an ambition that goes deeper... ...consistent sales execution, lead management, and proactive cross selling....Full timePart time- JPMorgan Chase & Co. in New York seeks a Retail Banking Sales Associate to deliver excellent client service, build lasting relationships, and educate clients on technology and banking solutions. You will consult with clients to tailor financial products and work with a...Afternoon shift
- TD Bank Group in Hauppauge, NY, is hiring a Relationship Banker I to grow client relationships and deliver personalized banking solutions. You will engage clients through walk-ins and outreach, explain TD products, and guide customers toward appropriate mortgage and banking...
$150k - $185k
...Join a high-impact Private Client Tax team where you'll advise ultra-high-net-worth investors... ..., entrepreneurial environment focused on technical excellence, client service,... ...professionals. Work closely with fund CFOs and management companies regarding tax planning and...Local areaFlexible hours$100k - $135k
...a commitment to delivering real value to our clients.Our mission is to provide exceptional service... ...Davies is the place for you!We are seeking a Tax Manager to join our growingPrivate Client Servicespractice. This role will focus on providing tax compliance, planning, and...Full timeLocal areaVisa sponsorship3 days per weekPKF O’Connor Davies
Hauppauge, NY10 hours ago- ...as the primary contact throughout the loan lifecycle, guiding customers through mortgage options and regulatory requirements with a focus on delivering strong sales results. The role emphasizes strong knowledge of home lending products, customer relationship building, and...
- ...We deliver qualified inbound clients. You do what actually... ...rely on—not another commission-driven salesperson. Guide clients... ...the technology. Automated portfolio management and rebalancing. Digital... ...practice from scratch, you can focus on becoming an exceptional...Full timeRemote work
Analog Capital Partners
Babylon, NY4 days ago $110k - $190k
Vice President Product Manager: Client Platform Multi-Factor AuthenticationPurchase, NYMorgan Stanley is a leading global financial services... ..., controls, privacy, and compliance fluencyData-driven decision-making, measurement, and continuous improvementExecutive...Temporary workWork at officeWorldwide$68k - $75k
...you're the person who can walk into a client's worst day and turn it into a 5-star... ...collaborator who lifts up other Project Managers instead of competing with them.... ...start-up mentality environment - metrics-driven, growth-focused, and never satisfied with "good enough...For contractorsWork at officeLocal areaIICRC
Islandia, NY1 day ago- ...providing personalized, client-centered advice and... ...strategies. The organization focuses on understanding each... ...professional, ethics-driven environment that... ...plans, monitoring client portfolios, and adjusting... ...portfolio construction, risk management, and market analysis....Full time
ClientFirst Strategy Inc
Melville, NY4 days ago $99k
...a genuine difference in your clients' lives by offering personalized... .... Educate clients on wealth management, retirement planning, life... ...recommendations that enhance clients' portfolios. Collaborate with clients to... ...wealth management, with a focus on personalized client...Eastern Advisory Group
Hauppauge, NY2 days ago- ...of our commitment to helping clients own their financial futures.... ...comprehensive training through Wealth Management University, a four-week... ...by a performance-driven incentive plan, providing unlimited... ...relationship by applying a focused client communication strategy...
Charles Schwab Careers
Lake Grove, NY18 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to UMA Portfolio Manager — Trade-Driven & Client-Focused. Be the first to apply!
