Investment Manager jobs in the United States

Investment Manager manages the securities, assets, and investment portfolios of a bank. Establishes investment policies to ensure financial activities are compliant with regulatory standards and requirements. Being an Investment Manager monitors and tracks financial markets, investment trends, and regulatory developments to implement successful investment strategies and recommends changes to manage risk and increase returns. Oversees and routinely assesses portfolio allocation to evaluate performance and alignment with investment objectives, strategies, and risk tolerance levels. Additionally, Investment Manager requires a bachelor's degree. Typically reports to a director. The Investment Manager manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be an Investment Manager typically requires 5 years experience in the related area as an individual contributor. 1-3 years supervisory experience may be required. Extensive knowledge of the function and department processes. (Copyright 2024 Salary.com)

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Investment Client Services Manager
  • NW Mutual Investment Services, LLC
  • Franklin, WI FULL_TIME
  • At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Summary Responsible for supervising and leading a team of Investment Client Services professionals. This role will build relationships, hire new team members, as well as continuously coach and develop staff. Characterized by proactively identifying, recommending, and implementing changes to policies and procedures to enhance effectiveness and efficiency of the business unit. May assist in the strategic direction and implementation of the business unit. This role will partner with department leaders, business owners, and key stakeholders to advance divisional, departmental, and enterprise objectives. Primary Duties and Responsibilities Manages team and employee development. Includes identifying staffing needs, mentoring and performance management. Communicates purpose, clarifies roles, tasks, milestones, and measures of success. Takes a leadership role and is responsible for identifying proactive solutions. Reviews, prioritizes and handles requests. Explores potential solutions and recommends the most appropriate course of action or solution. Ensures the delivery of high quality service in a cost effective manner by managing operating plan, staff, budget and unit costs, consistently meeting service level goals, and ensures timely quality call reviews and processing audits. Handles escalated issues related to staff, cases, process, and/or systems from both home office and field operations areas. Collaborates with internal customer, external vendors, and across divisional/department lines to resolve problems when necessary. Ownership of investment program procedures, ensures investment program accounts are managed according to program and regulatory requirements. Provides ongoing home office supervision/oversight function of investment advisory accounts to ensure supervisory integrity and compliance to ensure core fiduciary responsibilities are being met. Acts as division project owner, contributor, SME and/or lead and manages a variety of projects/enhancements from concept to completion including scope, time and budget. Ensures that all documentation requirements are satisfied as well as compliance with company and regulatory procedures. Ability to lead change management across the organization. This role interfaces directly with business clients, the field, other NM areas, strategic vendors and business system teams. Responsible for communicating on various levels, salary administration, conflict resolution, dealing with ambiguity and independently making quality decisions. Enhances field productivity, growth and retains customer assets by identifying system enhancements, operational efficiencies and collaborating with various service providers. Identifies improvement opportunities that will lower unit costs; implements process or technology improvements in an effort to improve the customer's experience and interactions with the company. Assists senior management with succession planning by identifying future leaders and develop all individuals to their highest potential. Incumbent will keep abreast of developments in the industry and anticipates the need for communicating with various internal teams and network offices. Other responsibilities may be assigned as necessary. Qualifications Bachelor's degree with an emphasis in business, operations management or related field or equivalent experience. Minimum of seven years of related experience to include in depth knowledge and design/implementation of operational procedures and policies. Includes a minimum of two years in an operational management leadership position with proven management, human relations and interpersonal skills necessary to manage a group of people. Technical knowledge of the operational aspects related to financial services and products. Demonstrated ability to apply knowledge across complex business areas and manage projects and teams. Strong business acumen and demonstrated ability to learn new business concepts and procedures. Proven ability to be responsive to changing business needs, manage and prioritize concurrent assignments and handle ambiguity. Ability to focus and deliver proactively in a dynamic, multi-tasking, fast-paced environment. Demonstrated ability to anticipate future business consequences and trends. Experience working with internal and external customers towards meeting or exceeding customer expectations. Requires FINRA series 7 and 24. This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting. Required Certifications: Series 24 - FINRA, Series 7 - FINRA, SIE - FINRA Compensation Range: Pay Range - Start: $75,180.00 Pay Range - End: $139,620.00 Northwestern Mutual pays on a geographic-specific salary structure and placement in the salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity as well as the cost of labor in the market; and other conditions of employment. At Northwestern Mutual, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. Please note that the salary range listed in the posting is the standard pay structure. Positions in certain locations (such as California) may provide an increase on the standard pay structure based on the location. Please click here for additional information relating to location-based pay structures. Grow your career with a best-in-class company that puts our client’s interests at the center of all we do. Get started now! We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law. If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click here for information pertaining to compensation and benefits. At Northwestern Mutual, we believe relationships are built on trust. That our lives and our work matter. These beliefs launched our company over 160 years ago. Today, they're just a few of the reasons why people choose to build careers at Northwestern Mutual. What started in Milwaukee, WI has grown into 7,000 home office professionals split across 3 campuses: New York City, Franklin and downtown Milwaukee (HQ) - each one bringing with it its own unique talent and culture. In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual as we are growing our digital and tech capabilities and are always on the lookout for bright, tech-savvy candidates. Northwestern Mutual is proud to be an equal opportunity and affirmative action employer. We have chosen to build a diverse and inclusive workplace where talented people from all backgrounds want to be, want to stay, and want to build their future. We celebrate and support our differences for the benefit of our employees, our products, and our community. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.
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Investment Product Manager, Morningstar Wealth
  • Morningstar Investment Management, LLC
  • Chicago, IL FULL_TIME
  • The Role:Morningstar Wealth seeks a self-motivated individual who possess a blend of business acumen, analytical skills and ability to work independently in a high stress role. The ideal candidate wil...
  • 9 Days Ago

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ESL Investment Services Business Development Manager
  • ESL Investment Services
  • Rochester, NY FULL_TIME
  • Hours: 40 Schedule: This position is hybrid and remote eligible up to 40% of the time. The office location for this position is at ESL Corporate Headquarters in Rochester, NY. Hours are Monday - Frida...
  • 7 Days Ago

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Investment Manager
  • HMH HOSPITALS CORPORATION
  • Edison, NJ FULL_TIME
  • Our team members are the heart of what makes us better. At Hackensack Meridian Health we help our patients live better, healthier lives — and we help one another to succeed. With a culture rooted in c...
  • 26 Days Ago

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Investment Manager
  • Hackensack Meridian Health
  • Edison, NJ FULL_TIME
  • OverviewOur team members are the heart of what makes us better. At Hackensack Meridian Health we help our patients live better, healthier lives - and we help one another to succeed. With a culture roo...
  • 27 Days Ago

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Investment Manager
  • Schnitzer West, LLC
  • Englewood, CO FULL_TIME
  • DescriptionThe Company:Schnitzer West, LLC’s Vision, Mission, Promise, Culture, Values, And Goals Are At The Heart Of Every Decision Made. The Company Takes Pride In And Fiercely Protects Its 5 Core F...
  • Just Posted

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Private Bank - Private Banker - Vice President
  • JPMorgan Chase
  • Columbus, OH
  • We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide...
  • 6/1/2024 12:00:00 AM

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Risk Management - Asset and Wealth Management - Policy Governance, Vice President
  • JPMorgan Chase
  • Columbus, OH
  • Work with Assets under Management (AUM) and total client assets at $3 trillion and $4 trillion respectively, JPMorgan As...
  • 5/31/2024 12:00:00 AM

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Registered Client Service Associate (Pickerington, Ohio)
  • Oppenheimer & Co. Inc.
  • Pickerington, OH
  • Who We Are: Oppenheimer & Co. Inc. is a diversified financial services firm, offering a wide array of investment banking...
  • 5/31/2024 12:00:00 AM

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Chief Investment Officer, Funds and Portfolios
  • Meeder Investment Management
  • Dublin, OH
  • Meeder Investment Management is an employee-owned firm that has helped clients successfully reach their financial goals ...
  • 5/30/2024 12:00:00 AM

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Internal Consultant - Sales & Service
  • Meeder Asset Management Inc
  • Dublin, OH
  • EOE Statement Meeder Investment Management is an equal employment opportunity employer. All qualified applicants will re...
  • 5/30/2024 12:00:00 AM

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Operations Specialist - Transfer Agency
  • Meeder Asset Management Inc
  • Dublin, OH
  • EOE Statement Meeder Investment Management is an equal employment opportunity employer. All qualified applicants will re...
  • 5/30/2024 12:00:00 AM

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*Remote* Senior Fund Accountant
  • Voy Ventures
  • Columbus, OH
  • To be considered for a fully remote position, the candidate must have 2-4 years of audit/accounting experience, Venture ...
  • 5/30/2024 12:00:00 AM

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Principal Enterprise Architect (IM)
  • CBRE
  • Columbus, OH
  • Principal Enterprise Architect (IM) Job ID 162650 Posted 18-Apr-2024 Service line REI Segment Role type Full-time Areas ...
  • 5/28/2024 12:00:00 AM

Income Estimation for Investment Manager jobs
$121,008 to $230,075