Investment Manager manages overall bank's investment portfolio. Reviews investment strategy, seeks out new opportunities, and recommends changes in investments to manage risk and generate acceptable rate of return. Being an Investment Manager measures and evaluates return on investment and trends that may impact the portfolio. Requires a bachelor's degree. Additionally, Investment Manager typically reports to a head of a unit/department. 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)
Milestone Investment Advisors, LLC is a boutique fee-only investment advisory firm with approximately $800 million of AUM, located in Middleton, Wisconsin. The firm was formed in 2013 by three long-term colleagues, and today we provide investment advisory and financial planning services for nearly 400 families throughout the country.
We are seeking an industry professional who is interested in working on a team serving our existing clients. No client development will be required. For the right individual, this position will provide tremendous growth opportunities and will play an important role in our succession plan over the next few years.
Qualifications
The Ideal candidate should hold a CFP certification or similar designation with 5-8 years of industry experience.
If your present circumstances are not aligned with your career advancement goals, please forward your resume to angel@milestoneia.com. We would welcome an opportunity to connect with you to explore the potential of this position.
The pay is commensurate with the experience and qualification required for the job.
Job Types: Full-time, Permanent
Pay: $75,000.00 - $120,000.00 per year
Benefits:
Weekly schedule:
Work setting:
Ability to Relocate:
Work Location: In person
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