Senior Investment Manager

Merrill Wealth Management

Chicago, IL, United States
Base: $52,000.00 - $96,000.00 annualized; bonus: f...
Onsite
Portfolio strategy development
Investment committee leadership
Client performance review presentation
The Senior Investment Manager defines the overall investment management philosophy and leads the investment committee for large teams

Job Summary

  • The Senior Investment Manager defines the overall investment management philosophy and leads the investment committee for large teams.
  • Merrill Wealth Management offers a culture that values diversity, transparency, and empowers employees to bring their whole selves to work.
  • This role is eligible for a formulaic incentive plan based on performance against defined metrics and includes industry-leading benefits.

Matching Summary

The Senior Investment Manager defines the overall investment management philosophy and leads the investment committee for large teams.

Salary

Base: $52,000.00 - $96,000.00 annualized; Bonus: Formulaic incentive eligible; Benefits: Industry-leading benefits and paid time off

Skills & Requirements

Must-have

  • Portfolio strategy development
  • Investment committee leadership
  • Client performance review presentation
  • Risk profile alignment
  • Holistic investment solutions

Nice-to-have

  • Strong relationship management skills
  • Concise communication of research
  • Culture driven work environment
  • Diverse perspectives in team

Key Requirements

  • Series 7, 63/65 or 66 license
  • SAFE Act Registration required
  • CFP or CPWA designation
  • Minimum 10 years specialist experience
  • State registrations held by supported advisors

Work Rights

Not specified

Tailored Resume

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