Investment Manager jobs in Santa Maria, CA
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)
Recently Added Investment Manager jobs
Investment Services - Financial Advisor with FAA - Central Coast
- Golden 1 Talent Acquisition Team
-
Atascadero, CA
FULL_TIME
- TITLE: FINANCIAL ADVISOR (WITH FINANCIAL ADVISOR ASSOCIATE) DEPARTMENT: INVESTMENT SERVICES STATUS: EXEMPTJOB CODE: 3207 PAY SCALE: $66,650.00 - $66,650.00 ANNUALLY GENERAL DESCRIPTION: Meet with Credit Union members to advise, develop, recommend, implement and monitor financial planning and investment products and services. The primary products utilized are mutual funds, annuities, 529 plans and life insurance. TASKS, DUTIES, FUNCTIONS: 1.Meet with members to mutually define their personal and financial goals, needs and priorities for the development of individual financial plans. 2.Introduce non-deposit investment and insurance products maintaining compliance standards set forth by the NASD, SEC and current broker dealer’s compliance officer. 3.Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position. 4.Foster a positive and engaging work environment for the Financial Advisor Associate by promoting skills development, coaching for improvement and growth, and inspiring through words and actions. 5.Develop, maintain and update member-client information and files in an accurate and compliant manner. 6.Conduct member-client portfolio reviews on a periodic basis. 7.Meet with assigned branch managers and staff on a regular basis to educate on referral opportunities and to encourage referral activity. 8.Work with the Education Department to conduct investment related workshops for management, staff, and/or members. 9.Keep up to date and knowledgeable of current investment products offered through our broker/dealer. 10.Complete and submit weekly activity reports, annual marketing and business plans, quarterly business plan reviews and other reports as assigned on a timely basis. 11.Answer general questions from members in regard to investment and credit union products and services. 12.When appropriate promote cross-referrals or cross-sales of credit union products. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASKS: 1.Effective oral and written communication skills required to make presentations and discuss products and services. 2.Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, facsimile machine and telephone. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: 1.INTERNAL: Management group and staff. 2.EXTERNAL: Members, non-members, Securities Dealers, Insurance carriers, various vendors and Credit Union league personnel. QUALIFICATIONS: 1.EDUCATION: Bachelor of Arts degree desired or equivalent experience in the personal investment field. 2.EXPERIENCE: Three years of experience in the sales and delivery of personal investment products and services with at least one year experience in a financial institution. 3.KNOWLEDGE/SKILLS: Personal computer, oral and written communication skills, organizational skills, knowledge of credit union rules, regulations and policies, knowledge of Microsoft Outlook, Word, Excel, and Access, member relations skills, ten key, HP Calculator, and Facsimile machine skills. PHYSICAL REQUIREMENTS: 1.Prolonged sitting throughout the workday with occasional mobility required. 2.Corrected vision within the normal range. 3.Hearing within normal range. A device to enhance hearing will be provided if needed. 4.Occasional movements throughout the department daily to interact with clients, staff, accomplish tasks, etc. 5.Frequent travel is required. REQUIRED LICENSES/CERTIFICATIONS: •Valid California driver's license. •California Insurance Licenses: Life & Disability. •FINRA license 7 and 66 registration. •Long Term Care License •Financial Planning / Wealth Management Designation or obtained within two (2) years : CFP, CWS, ChFC, AIF, AAMS, CWM, WMS, CWMS, MFP, MCEP THIS JOB DESCRIPTION IN NO WAY STATES OR IMPLIES THAT THESE ARE THE ONLY DUTIES TO BE PERFORMED BY THIS EMPLOYEE. HE OR SHE WILL BE REQUIRED TO FOLLOW OTHER INSTRUCTIONS AND TO PERFORM OTHER DUTIES REQUESTED BY HIS OR HER SUPERVISOR THAT ARE WITHIN HIS / HER KNOWLEDGE, SKILL AND ABILITY AS WELL AS HIS / HER MENTAL AND PHYSICAL ABILITIES. REV. 2/8/2024
- 14 Days Ago
Workforce Investment Grant (WIG) Coordinator, Temporary, Full-Time
- t-mha
-
San Luis Obispo, CA
FULL_TIME|TEMPORARY
- Job Description: POSITION SUMMARY The Workforce Investment Grant (WIG) Coordinator will oversee all logistical aspects of the peer workforce grant in San Luis Obispo County and Santa Barbara County us...
- 8 Days Ago
Workforce Investment Grant, part-time temporary, San Luis Obispo & Santa Barbara County
- Transitions-Mental Health Association
-
San Luis Obispo, CA
PART_TIME|TEMPORARY
- Job Description: Position Summary The Workforce Investment Grant Peer Intern will engage in peer training to enhance job readiness to work in the behavioral health field. They will shadow designated p...
- 7 Days Ago
Manager
- Burger Village
-
San Luis Obispo, CA
FULL_TIME
- Main Responsibilities of a Store Manager● Responsible for every aspect of everyday supervision of store outlets● Responsible for resources management● Takes care of stock, staff, and sales managementS...
- 7 Days Ago
Hospital Manager (Practice Manager)
- Las Tablas Animal Hospital
-
Templeton, CA
FULL_TIME
- Overview Las Tablas Animal Hospital has an opportunity for a Hospital Manager (Practice Manager) to join our team! Job Summary: The Practice Manager is a key member of the Mission Veterinary Partners ...
- 13 Days Ago
Hospital Manager (Practice Manager)
- Las Tablas Animal Hospital
-
Templeton, CA
FULL_TIME
- Overview Las Tablas Animal Hospital has an opportunity for a Hospital Manager (Practice Manager) to join our team! Job Summary: The Practice Manager is a key member of the Mission Veterinary Partners ...
- 13 Days Ago
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0 Investment Manager jobs found in Santa Maria, CA area
Receiving Support Captain, Santa Maria Town Center - Full Time
- Macys
-
Santa Maria, CA
- Are you ready to bring your amazing self to work? At Macy's, Inc., we're on a mission to create a brighter future with b...
- 4/24/2024 12:00:00 AM
Medical Records Receptionist I (Onsite-Obispo, CA)
- Datavant
-
San Luis Obispo, CA
- Overview: Who we are... Datavant protects, connects, and delivers the worlds health data to power better decisions and a...
- 4/23/2024 12:00:00 AM
At Your Service Captain, Santa Maria Town Center - Full Time
- Macys
-
Santa Maria, CA
- Are you ready to bring your amazing self to work? At Macy's, Inc., we're on a mission to create a brighter future with b...
- 4/22/2024 12:00:00 AM
Speech Language Pathologist, Home Health Per Diem
- CenterWell Home Health
-
San Luis Obispo, CA
- Become a part of our caring community and help us put health first As a Home Health Speech Language Pathologist, you wil...
- 4/20/2024 12:00:00 AM
PT Entry-Level Janitor/Floor Tech
- Healthcare Services Group, Inc.
-
SAN LUIS OBISPO, CA
- Compensation Range: Starting Pay Rate: $16.00/hourly Overview: Who We Are Healthcare Services Group (HCSG) is an experie...
- 4/11/2024 12:00:00 AM
PT Entry-Level Housekeeper
- Healthcare Services Group, Inc.
-
SAN LUIS OBISPO, CA
- Overview: Who We Are Healthcare Services Group (HCSG) is an experienced partner managing housekeeping, laundry, dining, ...
- 4/10/2024 12:00:00 AM
Tire Service Technician - Santa Maria
- America's Tire
-
Santa Maria, CA
- Overview: Overview The Tire Technician is the backbone of our success and is the first step in your journey with America...
- 4/10/2022 12:00:00 AM
Tire Service Technician - San Luis Obispo
- America's Tire
-
San Luis Obispo, CA
- Overview: Overview The Tire Technician is the backbone of our success and is the first step in your journey with America...
- 4/10/2022 12:00:00 AM
About Santa Maria, California
Santa Maria is a city near the Southern California coast in Santa Barbara County. It is approximately 65 miles (105 km) northwest of Santa Barbara and 150 miles (240 km) northwest of downtown Los Angeles. Its estimated 2018 population was 108,470, making it the most populous city in the county and the Santa Maria-Santa Barbara, CA Metro Area. The city is notable for its wine industry and Santa Maria-style barbecue. Sunset magazine called Santa Maria "The West's Best BBQ Town".
Santa Maria is located at 34°57′5″N 120°26′0″W / 34.95139°N 120.43333°W / 34.95139; -120.43333 (34.951377, -120.433...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Manager jobs
$117,529 to $210,293
Santa Maria, California area prices
were up 2.5% from a year ago
were up 2.5% from a year ago
What does an Investment Manager do?
Investment Manager in Casper, WY
For instance if you were working for a large US tech firm and as part of your remuneration package you receive share options it makes sense to give you less exposure to US tech companies within your investment portfolio.
December 29, 2019
Investment Manager in Miami, FL
Similarly, the investor will pay the same level of fees even when their portfolio underperforms, but they do keep more of the winnings when the manager outperforms.
December 09, 2019
Investment Manager in Colorado Springs, CO
Investment managers manage investment portfolios and operate under the government’s securities legislation.
October 08, 2019