Senior Portfolio Specialist: Client Messaging & Strategy
Morgan Stanley
Morgan Stanley Investment Management is seeking a Senior Associate to join the Portfolio Specialist Team, supporting Eaton Vance Equity and Atlanta Capital. You will craft investment messaging, prepare client-facing materials, and assist in institutional client meetings and advisor engagements. The role offers broad exposure to the platform and requires collaboration across teams to deliver precise investment communications and robust product positioning. MBA/CFA preferred; Series 7/63 desired. #J-18808-Ljbffr Morgan Stanley
$100k - $145k
...solutions to a diverse client base, which includes... ....About the TeamThe Portfolio Specialist Team is a strategic function... ..., and product strategy across the firm’s equity... ...RoleWe are seeking a Senior Associate to join the... ...develop investment messaging, create client-facing...SeniorTemporary workWork at officeWorldwide- Morgan Stanley is seeking a Senior Associate to join the Portfolio Specialist Team supporting the Eaton Vance Equity platform. You will develop investment messaging, create client-facing materials, and engage with institutional clients, consultants, and Financial Advisors...Senior
$120k - $200k
The Opportunity:As the Senior Associate/Associate Director of Portfolio and Strategy Operations, you will help ensure flawless operation of activities for a first... ...chops to build narratives, craft visuals, refine messaging and tell compelling stories as we communicate...SeniorFlexible hours- Real Chemistry is seeking a Senior Director, Client Experience Media to lead strategic media planning for a portfolio of healthcare clients. You will partner with cross-functional... ..., and delivering innovative, audience-first media strategies. #J-18808-Ljbffr Real ChemistrySenior
- Cambridge Trust - A Division of Eastern Bank seeks a Senior Client Portfolio Manager - Investments to lead investment strategies for Boston clients with a hybrid work option. You will manage portfolios across global equities and bonds, and contribute to research and asset...Senior
- Brown Advisory’s Boston office is seeking an Associate Portfolio Manager to support and enhance portfolio management across a diverse client base, including individuals, families, trusts, and institutions. The role requires strong quantitative and analytical skills, client...Work at office
- ...Senior Therapeutic Area Specialist, Cardiovascular Specialty - Boston N,... ...medicines within their portfolio for the appropriate... ..., pull-through strategies, and navigating institutional... ...deliver tailored messages. Demonstrated... ..., colleagues, and clients. This enables TAS...SeniorPrivate practiceWork at office
$90k - $180k
...income, equity, and alternative strategies, LMI invests more than $125B... ...capital, LMI has a single client mandate. This gives us the freedom... ...focus on what we do best.Our portfolio spans a broad spectrum of... ...currently seeking a candidate for a Senior Analyst position on the...SeniorLocal areaFlexible hours$225k - $337.5k
...governance, and large-scale client onboarding, delivering innovation... ...requirements and integration strategies informed by real‑world client... ...organization, developing senior talent, standardizing delivery... ...for the Alpha Implementation portfolio, driving efficiency improvements...SeniorFull timeTemporary workWork at officeFlexible hours- Eastern Bank is looking to hire a Private Banking Portfolio Administrator in Boston, MA. This role focuses on providing exceptional client service, managing documentation, and supporting business development teams. The ideal candidate will have at least 3 years of experience...
$94k - $117k
...quality, excellent legal and client services; developing... ...RoleThe Awards and Rankings Senior Specialist will focus on managing the end... ...Public Relations team on awards strategy, submission positioning, timelines... ...submissions align with firm messaging, priorities, and market...Senior$135k - $182.1k
...Growth and delivering for our clients, teammates, communities and... ...functional teams, shaping adoption strategies, and establishing scalable... ...Vault across application portfolios.Develop onboarding plans, roadmaps... ..., and recommendations to senior stakeholders.Influence teams...SeniorFull timeWork at officeFlexible hoursShift workDay shift$140k - $172k
...challenging insurance needs of their clients. Drawing on their entrepreneurial... ...a difference.About the roleThe Senior Regional Production Specialist must be able to illustrate the... ...environment to develop broker and portfolio strategies in addition to working independently...SeniorFull timeWork at officeFlexible hours- We’re seeking a future team member for the role of Senior Specialist to join our Fund/Client Accounting team. This role is located in Boston, MA. In-office requirement is four days.In this role, you’ll make an impact in the following ways:Conducts accounting services on...SeniorWork experience placementWork at officeWorldwideFlexible hours
$105k - $125k
...and multidisciplinary expertise to help clients navigate complex markets and uncover insights... ....Position Overview:The role is in the Portfolio Control group within the Investment... ...PFIC and other tax reporting.Operational Strategy — Identify process improvement opportunities...SeniorCasual workWork at officeLocal areaWorldwideFlexible hours3 days per week$140.47k - $190.04k
...transforming your career.Senior Oncology... ...for a Senior Oncology Specialist to deliver on this commitment... ...continues to grow its portfolio of innovative and biosimilar... ...branded sales messages, executing planned programs... ...an effective marketing strategy to aid in driving sales...SeniorFull timeLocal areaRemote workFlexible hours- ...deliver impactful solutions to our clients and investing partners. As our... ...days to be used as needed.The Senior Associate, Client Marketing... ...marketing into campaign concepts, messaging frameworks, and channel plansDefine audience strategies across global wealth segments,...SeniorFull timeWork at officeLocal areaRemote workHome office1 day per week
- Brighton Jones is seeking a Financial Planner to join their Boston team. You will work as a key point of contact for clients, reviewing portfolios and making strategic recommendations. This role requires 4+ years of experience in financial planning and a strong educational...Senior
- Moderna in Cambridge, MA is seeking a Senior Director of Digital Operations and Strategic Portfolio Management to drive the execution of strategic digital initiatives... ...partner with the CIO to enable focused digital strategy, operations, and talent. Onsite >70% with travel...Senior
- CIBC US in Boston seeks an Alternatives Client Portfolio Manager to act as a bridge between the alternative investment team, advisory channels, and UHNW clients. You will educate advisors and clients on private equity, private credit, hedge funds, and other assets, tailoring...Senior
- ...Optimization to analyze search data and guide a team at the forefront of search technology and marketing strategies. You will clearly present SEO capabilities to clients, develop proposals, lead process improvements, scope work, ensure high-quality deliverables, and...Senior
- Ballentine Partners seeks a Portfolio Associate to support Senior Investment Advisors with asset allocation, portfolio... ...construction, and investment strategy execution. The role requires strong... ..., preparing performance reports and client materials while learning to navigate...
$175k - $250k
...to help digitally enable our clients' business in their pursuit of... ...simultaneously, and a unique fusing of strategy and consulting, experience... ...ImpactThe purpose of the Senior Principal, Data Strategy is... ...each brand and overall brand portfolio tapping into relevant data...Senior- HarbourVest is seeking an Evergreen Portfolio Management Associate to own the fund’s model... ...monitor investments, and support liquidity strategy for evergreen funds aimed at high-net-... ...prepare materials for fundraising and client updates. A strong analytical mindset and...
- A financial services firm in Boston is seeking a Senior Investment Associate to support portfolio management and investment strategy. This role involves conducting research, assisting with due diligence, and preparing performance reports. Ideal candidates should have a...Senior
$100.4k - $213.8k
...amazing opportunity for a Senior Proposal Specialist that can be in any of our US... ...effectively create value for the client/prospect, writing/editing... ...project plans; facilitates strategy sessions by engaging others... ...to develop critical ideas, messages, and content; and drives “...SeniorMinimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week- Liberty Mutual Investments is seeking a Senior Analyst on the Portfolio Strategy and Management team within Global Alternative & Credit Markets Investments. You will contribute to private markets across asset classes, drive analytics-driven decision-making, and develop...Senior
- Liberty Mutual Investments, Boston-based, seeks a Senior Analyst for the Portfolio Strategy and Management team. You will work across private markets, including private equity, real estate, private credit and energy/infrastructure, building insights to guide capital allocation...Senior
- We're seeking a future team member for the role of Senior Specialist to join our client processing team. This role location is Westborough, MA (4 days in office expectation). Responsibilities Provide complex analytics and reporting services, working to improve and automate...SeniorWork experience placementWork at officeLocal areaFlexible hours
- Franklin Templeton in the United States is seeking a Senior RFP Specialist to lead the development of complex RFPs, RFIs, and DDQs, ensuring timely... ...Sales, Legal, Compliance, and other stakeholders to drive client-focused proposals, mentor colleagues, and champion...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Portfolio Specialist: Client Messaging & Strategy. Be the first to apply!
- cost specialist Boston, MA
- absence management specialist Boston, MA
- peer recovery specialist Boston, MA
- authorization specialist Boston, MA
- treasury specialist Boston, MA
- workforce management specialist Boston, MA
- wellness specialist Boston, MA
- helpdesk specialist Boston, MA
- program eligibility specialist Boston, MA
- central scheduling specialist Boston, MA

