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)
Cambridge Investment Research, Inc., one of the nation’s top independent broker-dealers, is looking for a Vice President of Transition and Acquisition Operations to lead our transition teams and the operations of strategic acquisitions when new broker-dealers join Cambridge. The ideal candidate will have financial services experience, passion for leadership and knowledge on operational processes involved with broker-dealer acquisitions.
Ten or more years of related experience, education and/or training.
This job requires the FINRA Series 7 and 24 license.
Compensation: $165,000-$195,000. This range is a good faith estimate of the compensation to be offered for this position based on the ideal candidate’s qualifications, the Company’s operational needs, and other considerations permitted by law. The actual pay offered to a specific candidate may vary above or below the stated range.
Benefits: Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.
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