Senior Investment Manager

Bank of America (GHR)

Towson, MD, US
Base: $52,000.00 - $96,000.00 annualized; bonus: f...
Define investment management philosophy
Lead investment committee for large teams
Align risk profiles with client goals
The Senior Investment Manager is responsible for defining the overall investment management philosophy and leading the investment committee for large advisor teams

Job Summary

  • The Senior Investment Manager is responsible for defining the overall investment management philosophy and leading the investment committee for large advisor teams.
  • This role requires strong communication skills to connect with clients and articulate CIO research in a concise and compelling manner while ensuring alignment with client goals.
  • Employees are eligible for industry-leading benefits, paid time off, and formulaic incentive plans based on performance against defined metrics.

Matching Summary

The Senior Investment Manager is responsible for defining the overall investment management philosophy and leading the investment committee for large advisor teams.

Salary

Base: $52,000.00 - $96,000.00 annualized; Bonus: Formulaic incentive eligible; Benefits: Industry-leading benefits and PTO included

Skills & Requirements

Must-have

  • Define investment management philosophy
  • Lead investment committee for large teams
  • Align risk profiles with client goals
  • Deliver holistic investment solutions
  • Present client performance review reports

Nice-to-have

  • Strong relationship management skills
  • Ability to connect with clients effectively
  • Culture driven and resilient work environment
  • Diverse perspectives and unique experiences
  • Deep understanding of best practices

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter