[Skip to main content](#main-content) [ OpenNash ](https://opennash.com/) / [Jobs](https://jobs.opennash.com/) [ 01 Search jobs](https://jobs.opennash.com/search/)[ 02 Companies](https://jobs.opennash.com/explore/)[ 03 Hiring report](https://jobs.opennash.com/reports/hiring/)[ 04 AI assistants](https://jobs.opennash.com/connect/)[ 05 How it works](https://jobs.opennash.com/methodology/) Morgan Stanley · New York, NY # UMA Portfolio Manager New York, United States of America Manager or lead $115,000 per year Listed on Morgan Stanley’s official careers site. Posted October 22, 2026. Check that it is still open and apply there. [Apply on Morgan Stanley’s careers site →](https://ms.wd5.myworkdayjobs.com/External/job/New-York-New-York-United-States-of-America/UMA-Portfolio-Manager_PT-JR045424) [OpenNash Jobs](https://jobs.opennash.com/) / [Morgan Stanley](https://jobs.opennash.com/companies/morgan-stanley/) / UMA Portfolio Manager ## Job description Portfolio Solutions Team The Portfolio Solutions team provides investment products, portfolio management services, and Tax Management solutions for Consulting Group advisory programs, including Select UMA - the industry-leading Unified Managed Accounts program with over $800 Billion in assets under management. 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. Portfolio Management ### Position Summary The primary role of the UMA Portfolio Manager is to implement Investment Managers and Financial Advisors trade instructions for the UMA program. PMs work directly with the Investment Managers and Financial Advisors teams throughout the model delivery and trading process. (e.g., understanding Financial Advisor’s client allocation strategies, answering questions for Financial Advisors and their support staff, allocating and execution trades for UMA client accounts). ### Key Responsibilities - Implement Investment Manager models based on client’s guidelines and program specifications (e.g., asset allocation specifications) Interact as a liaison between Investment Managers, financial and Graystone advisors and clients - Provide portfolio and individual account analysis, portfolio construction, implementation and daily management - Manage and coordinate trade implementation and interact with trading team Participating in developing solutions and enhancements that drive business efficiencies and propel growth Daily account management based on client requests and program specifications (e.g., rebalancing thresholds) - Provide customized services that include cash management, restriction management, custom asset allocation models, portfolio rebalancing, multiple-accounts coordination and gradual portfolio transitions. Service Financial Advisors by providing information about Investment Managers, vehicle types and individual products - Provide assistance to Financial Advisors, Consulting Group Sales Directors and Consulting Group Sales Support Desk by communicating program details effectively and efficiently Trade Execution Equity SMA portfolios ETFs Domestic Mutual Funds FA/Client Service One Point of Contact FA and Client Conference Calls Portfolio - Reviews Requirements Series 7 and 66 designations required or the willingness to obtain within 90 days of hire - Bachelor’s in Accounting, Finance, or Business Management required or Equivalent degree with business related coursework. - 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 WHAT YOU CAN EXPECT FROM MORGAN STANLEY: 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​](https://www.morganstanley.com/about-us/global-offices​) into your browser. Expected base pay rates for the role will be between $70,000 and $115,000 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 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](https://www.morganstanley.com/people-opportunities/eeo). ## At a glance - Posted by the employer: Oct 22, 2026 - First seen by OpenNash: Oct 25, 2026 - Last checked: Nov 1, 2026 - Listed for: 10 days - Location: New York, United States of America - Pay: $115,000 per year[Apply on Morgan Stanley’s careers site →](https://ms.wd5.myworkdayjobs.com/External/job/New-York-New-York-United-States-of-America/UMA-Portfolio-Manager_PT-JR045424) ## Hiring at Morgan Stanley - Open jobs: 1,235 - New in the last 7 days: After two weekly collections - Tracked since: Jul 10, 2026 [All Morgan Stanley jobs](https://jobs.opennash.com/companies/morgan-stanley/) · [Weekly hiring report](/reports/hiring/) ## More jobs at Morgan Stanley ### [Application Support](https://jobs.opennash.com/companies/morgan-stanley/jobs/117f769b0fbe6918b096/) New York, United States of America ### [Associate, Capital Planning (CCAR)](https://jobs.opennash.com/companies/morgan-stanley/jobs/23be5bb1019a1ad1e36f/) New York, United States of America ### [Associate, Platforms - EquityZen](https://jobs.opennash.com/companies/morgan-stanley/jobs/186245e3c2cff1226ced/) New York, United States of America ### [Associate, SEC Reporting](https://jobs.opennash.com/companies/morgan-stanley/jobs/c3d81c74ede8ae4cb174/) New York, United States of America ### [Calvert Engagement and Proxy Voting – Associate](https://jobs.opennash.com/companies/morgan-stanley/jobs/a90f095bd48bb30ef467/) New York, United States of America ## Similar jobs at other companies ### [Asset Management - Customized Bond Portfolio - Municipal Portfolio Manager - Vice President](https://jobs.opennash.com/companies/jpmorganchase/jobs/7c982985f56a1f87e50d/) JPMorganChase · New York, NY, United States ### [Portfolio Manager III](https://jobs.opennash.com/companies/huntington-bank/jobs/3f6ff8793f65e1b1a716/) Huntington Bank · Charlotte, NC ### [CRE Portfolio Manager I](https://jobs.opennash.com/companies/huntington-bank/jobs/230157352555fef77ac2/) Huntington Bank · Atlanta, GA ### [Capital Portfolio Project Manager](https://jobs.opennash.com/companies/murphy-usa/jobs/432124ce95e94f08e2c0/) Murphy USA · United States ### [Portfolio & Performance Analyst](https://jobs.opennash.com/companies/jpmorganchase/jobs/0a8af52785d344e87b71/) JPMorganChase · Newark, DE, United States OpenNash lists jobs from employers’ own careers sites and does not handle applications. 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