The Portfolio Management Associate Director works with the Financial Advisor / Private Wealth ... Our workforce reflects a broad cross-section of the global communities in which we operate ...
New
The Portfolio Management Associate Director works with the Financial Advisor / Private Wealth ... Our workforce reflects a broad cross-section of the global communities in which we operate ...
New
The Portfolio Management Associate Director works with the Financial Advisor / Private Wealth ... Our workforce reflects a broad cross-section of the global communities in which we operate ...
New
The Portfolio Management Associate Director works with the Financial Advisor / Private Wealth ... Our workforce reflects a broad cross-section of the global communities in which we operate ...
New
The Portfolio Management Associate Director works with the Financial Advisor / Private Wealth ... Our workforce reflects a broad cross-section of the global communities in which we operate ...
New
The Portfolio Management Associate Director works with the Financial Advisor / Private Wealth ... Our workforce reflects a broad cross-section of the global communities in which we operate ...
New
Workforce Scheduler
$17.50 - $22.75/hr
Position Description Under direct supervision of the Workforce Manager and/or Director, this position is responsible for creating, editing, and modifying schedules for the Owner Support department.
New
Quick apply
Workforce Scheduler
$17.50 - $22.75/hr
Position Description Under direct supervision of the Workforce Manager and/or Director, this position is responsible for creating, editing, and modifying schedules for the Owner Support department.
New
Workforce Scheduler
Orlando, FL · On-site
$17.50 - $22.75/hr
Position Description Under direct supervision of the Workforce Manager and/or Director, this position is responsible for creating, editing, and modifying schedules for the Owner Support department.
New
Workforce Scheduler
Orlando, FL · On-site
$17.50 - $22.75/hr
Position Description Under direct supervision of the Workforce Manager and/or Director, this position is responsible for creating, editing, and modifying schedules for the Owner Support department.
New
The Associate Director of Technology will have extensive interaction with all management levels and ... Focus on workforce management to accurately capture IT resource capacity involving resources ...
The Associate Director of Technology will have extensive interaction with all management levels and ... Focus on workforce management to accurately capture IT resource capacity involving resources ...
The Associate Director of Technology will have extensive interaction with all management levels and ... Focus on workforce management to accurately capture IT resource capacity involving resources ...
The Associate Director of Technology will have extensive interaction with all management levels and ... Focus on workforce management to accurately capture IT resource capacity involving resources ...
Odyssey is recruiting an Associate Director to lead a portfolio of programs within our ... Manage subcontractor relationships and engagements when required. * Continuously measure task ...
Odyssey is recruiting an Associate Director to lead a portfolio of programs within our ... Manage subcontractor relationships and engagements when required. * Continuously measure task ...
The Associate Director oversees program operations, financial performance, supervision, and ... Manage subcontractor relationships and engagements when required. * Continuously measure task ...
The Associate Director oversees program operations, financial performance, supervision, and ... Manage subcontractor relationships and engagements when required. * Continuously measure task ...
Key Responsibilities: • Support the Panama City Division University (PCDU) Program Manager, the Mentoring Program, Workforce Development Director, and other Panama City personnel who have duties to ...
Key Responsibilities: • Support the Panama City Division University (PCDU) Program Manager, the Mentoring Program, Workforce Development Director, and other Panama City personnel who have duties to ...
Key Responsibilities: • Support the Panama City Division University (PCDU) Program Manager, the Mentoring Program, Workforce Development Director, and other Panama City personnel who have duties to ...
Key Responsibilities: • Support the Panama City Division University (PCDU) Program Manager, the Mentoring Program, Workforce Development Director, and other Panama City personnel who have duties to ...
Associate Director of Clinical Research - Clinical and Translational Science Institute (CTSI)
Gainesville, FL · On-site
$120K - $130K/yr
Associate Director of Clinical Research - Clinical and Translational Science Institute (CTSI) Job ... Manage and oversee the Translational Workforce Development MD/PhD (TWD-K12 and T32) Administration ...
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Associate Director of Clinical Research - Clinical and Translational Science Institute (CTSI)
Gainesville, FL · On-site
$120K - $130K/yr
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Workforce Scheduler
Orlando, FL · On-site
$17.50 - $22.75/hr
Position Description Under direct supervision of the Workforce Manager and/or Director, this position is responsible for creating, editing, and modifying schedules for the Owner Support department.
New
Quick apply
Workforce Scheduler
Orlando, FL · On-site
$17.50 - $22.75/hr
Position Description Under direct supervision of the Workforce Manager and/or Director, this position is responsible for creating, editing, and modifying schedules for the Owner Support department.
New
Direct experience leading Workforce Management teams responsible for schedule planning and administration, skilling, and real-time management within a complex contact center environment. * Proven ...
Direct experience leading Workforce Management teams responsible for schedule planning and administration, skilling, and real-time management within a complex contact center environment. * Proven ...
Direct experience leading Workforce Management teams responsible for schedule planning and administration, skilling, and real-time management within a complex contact center environment. * Proven ...
Direct experience leading Workforce Management teams responsible for schedule planning and administration, skilling, and real-time management within a complex contact center environment. * Proven ...
The Associate Director of Financial Aid oversees a staff of financial aid administrators who work ... Managing team performance
The Associate Director of Financial Aid oversees a staff of financial aid administrators who work ... Managing team performance
The Associate Director of Financial Aid oversees a staff of financial aid administrators who work ... Managing team performance #J-18808-Ljbffr
The Associate Director of Financial Aid oversees a staff of financial aid administrators who work ... Managing team performance #J-18808-Ljbffr
The Associate Director of Financial Aid oversees a staff of financial aid administrators who work ... Managing team performance
The Associate Director of Financial Aid oversees a staff of financial aid administrators who work ... Managing team performance
Must be able to work autonomously, managing multiple project timelines and communication with ... UCF Athletics is recognized by Cigna Healthcare with the silver level Healthy Workforce Designation ...
Must be able to work autonomously, managing multiple project timelines and communication with ... UCF Athletics is recognized by Cigna Healthcare with the silver level Healthy Workforce Designation ...
Associate Director, Grants Management
Gainesville, FL · On-site
$106K/yr
Associate Director, Grants Management Location: Gainesville, FL (Hybrid - 3 days/week in office) Status: Full-Time, Exempt Schedule: Monday-Friday, 9:00 a.m.-5:00 p.m. ET (flexible; occasional ...
Associate Director, Grants Management
Gainesville, FL · On-site
$106K/yr
Associate Director, Grants Management Location: Gainesville, FL (Hybrid - 3 days/week in office) Status: Full-Time, Exempt Schedule: Monday-Friday, 9:00 a.m.-5:00 p.m. ET (flexible; occasional ...
Associate Director Workforce Management information
What does an associate director workforce management do?
An Associate Director of Workforce Management oversees the planning, coordination, and optimization of workforce resources within an organization. Their responsibilities often include developing staffing strategies, analyzing workforce data, ensuring compliance with labor regulations, and working to improve employee productivity and satisfaction. They collaborate with other department leaders to forecast workforce needs and implement programs that align with organizational goals. This role typically requires strong leadership, analytical, and communication skills.
How does an associate director workforce management collaborate with other departments to optimize staffing strategies?
An Associate Director of Workforce Management works closely with leaders from operations, human resources, and finance to ensure staffing aligns with business goals and fluctuating demand. This role often involves regular cross-departmental meetings to analyze workforce data, discuss upcoming projects, and adjust schedules or headcounts proactively. Effective collaboration helps anticipate resource needs, minimize overtime, and maintain high levels of service. Building strong relationships with multiple teams is essential for creating agile, data-driven staffing plans that support organizational success.
What are the key skills and qualifications needed to thrive as an associate director workforce management, and why are they important?
To thrive as an Associate Director Workforce Management, you need expertise in strategic workforce planning, data analysis, and a background in business administration or human resources. Familiarity with workforce management systems (e.g., Kronos, NICE), advanced Excel, and relevant certifications such as SHRM-CP or PMP are highly valuable. Strong leadership, communication, and problem-solving skills help you effectively guide teams and collaborate with stakeholders. These skills and qualities are crucial for optimizing staffing efficiency, ensuring compliance, and supporting organizational goals.
What cities in Florida are hiring for Associate Director Workforce Management jobs?
Cities in Florida with the most Associate Director Workforce Management job openings:
Portfolio Management Associate Director
Fort Lauderdale, FL • On-site
Morgan Stanley
• Finance and Insurance • 10K+ employees10,000+ employees
Full-time
Posted 3 days ago
New
Morgan Stanley rating
8.3
Based on 158 frontline employees who took The Breakroom Quiz
Job description
POSITION SUMMARY:
The Portfolio Management (PM) Associate Director is a vital part of the Wealth Management team who assists Financial Advisors / Private Wealth Advisors with the development and execution investment strategies based on client goals. The Portfolio Management Associate Director works with the Financial Advisor / Private Wealth Advisor to create customized investment plans for clients, creates reporting on investment activity and performance and communicates effectively with clients regarding their accounts, market conditions and economic trends. This role requires an in-depth understanding of market conditions, trends, and economic trends.
DUTIES and RESPONSIBILITIES:
Portfolio Management & Business Development:
Client Support:
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
Knowledge/Skills
Reports to:
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 into your browser.
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.
The Portfolio Management (PM) Associate Director is a vital part of the Wealth Management team who assists Financial Advisors / Private Wealth Advisors with the development and execution investment strategies based on client goals. The Portfolio Management Associate Director works with the Financial Advisor / Private Wealth Advisor to create customized investment plans for clients, creates reporting on investment activity and performance and communicates effectively with clients regarding their accounts, market conditions and economic trends. This role requires an in-depth understanding of market conditions, trends, and economic trends.
DUTIES and RESPONSIBILITIES:
Portfolio Management & Business Development:
- Makes asset allocation recommendations to the team and sets up the portfolio in conjunction with the Financial Advisor / Private Wealth Advisor
- Critically examines current holdings to evaluate if portfolio action is warranted
- Proactively evaluates and upgrades platforms for the Portfolio Management Group
- Implements decisions by using PM trading platforms or other Firm's online technologies to input trades
- Determines scope of and performs necessary database and internet research, screenings and produces monthly or quarterly reports using proprietary software
- Leads research meetings
- Identifies swap opportunities
- Conducts credit research and develops valuation models
Client Support:
- Supports Financial Advisors / Private Wealth Advisors in analyzing portfolios and developing advanced PM solutions and strategies for clients
- Manages clients' estate, trust, retirement, and insurance objectives with the Financial Advisor / Private Wealth Advisor
- Screens new client prospects that are developed through leads and referrals to determine suitability for addition to group
- Develops marketing and seminar materials and helps distribute targeted presentations to clients on behalf of the Financial Advisor / Private Wealth Advisor
- Supports Financial Advisor / Private Wealth Advisor in meetings to discuss investment strategy options and performs market reviews
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
- 10+ years of experience in a field relevant to the position required
- Advanced degree or professional certification or prior industry experience required
- Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
- Additional product licenses may be required
- Strong compliance record
Knowledge/Skills
- Enjoys working with people and solving problems
- Effective written and verbal communication skills
- Proficient in applicable software applications
- Strong understanding of applicable compliance rules, regulations and firm policies
- Knowledge of financial industry and investment products preferred
- Successful completion of the Portfolio Management Coursework or holds the CFA designation
- Detail-oriented with superior organizational skills and ability to prioritize tasks
- Able to work independently and effectively on a team
- Ability and interest in working in a fast-paced, evolving environment
Reports to:
- Complex Business Service Officer and/or Business Service Officer
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 into your browser.
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.
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About Morgan Stanley
Sourced by ZipRecruiter
Since our founding in 1935, Morgan Stanley has been committed to serving local and global communities by being a market leader in Investment Banking, Securities, Investment Management and Wealth Management services. Our belief that capital can work to benefit all of society inspires us to put our clients first, lead with exceptional ideas, hold our business to high ethical standards, and give back to communities around the world through philanthropy and public works. We have a smart casual dress code and operate under a philosophy that balances work with your personal life. Our people's talent, passion, and expertise is the fuel on which our organization runs, therefore, our people are our greatest asset. Diversity and inclusiveness is a critical component for our success and it is our priority to continue building a firm that values the unique background and identity of every one of our employees, thus enabling our people to bring their full, and best selves to work each day. Teamwork is the essence of our approach, and so are the values of integrity, excellence, and enabling our people to achieve at the highest levels. We invite you to learn more about our commitment to diversity and serving our community.
Industry
Finance and insurance and software development
Company size
10,000+ Employees
Headquarters location
New York, NY, US