Investment Manager jobs in Sarasota, FL

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)

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Investment Advisor Senior
  • PNC
  • Sarasota, FL FULL_TIME
  • Position Overview

    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As an Investment Advisor Sr. within PNC Private Bank organization, you will be based in our Sarasota, FL office.

    The position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at the manager’s discretion.

    Job Description

    • Manages accounts in accordance with investment objectives that have been developed with the client. Depending on line of business, may provide specialized advice on planned giving, as well as analyzing program health and strategies.
    • Responsible for delivering the PNC investment experience to clients, providing actionable advice, market insight and reporting on investment results.
    • Responsible for maintaining and growing assets under management. Additionally supports and may lead the sales efforts of the business through the introduction and expansion of financial services to the client.
    • Executes risk management practices through the adherence to PNC's policies and procedures. Supports the Functional Director in the oversight, performance management, and coaching of investment professionals.

    PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

    • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
    • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

    Competencies

    Client Relationship Management – Knowledge and ability to determine and satisfy client needs and maintain a partnering relationship during engagements; includes influencing, communicating, presenting, facilitating, managing and developing others.

    Decision Making and Critical Thinking – Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately, and reach productive decisions.

    Effective Communications – Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.

    Investment Consulting – Knowledge of and ability to use various techniques to design and implement investment strategies according to investment objectives as well as to provide effective portfolio management and to maximize investment returns.

    Portfolio Management – Knowledge of and ability to utilize the tools, techniques, and acceptable business practices associated with managing a client's securities investments.

    Products and Services – Knowledge of major products and services and product and service groups; ability to apply this knowledge appropriately to diverse situations.

    Value Selling – Knowledge of the principles and practices for selling products, technology and services; ability to provide overall product/service 'value' and differentiating support offerings that address clearly understood customer needs.

    Work Experience

    Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry relevant experience is typically 8 years. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

    Education

    Bachelors

    Additional Job Description

    Benefits

    PNC offers employees a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include medical/prescription drug coverage (with a Health Savings Account feature); dental and vision options; employee and spouse/child life insurance; short- and long-term disability protection; maternity and parental leave; paid holidays, vacation days and occasional absence time; 401(k), pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about these and other programs, including benefits for part-time employees, visit pncbenefits.com > New to PNC.

    Disability Accommodations Statement:

    If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses.  Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.


    At PNC we foster an inclusive and accessible workplace.  We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

    Equal Employment Opportunity (EEO):


    PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

    California Residents

    Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

  • 5 Days Ago

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RV Maintenance Technician- Buckingham
  • Inland Real Estate Investment Corp
  • Sarasota, FL FULL_TIME
  • Buckingham Club MHP in Sarasota, FL is looking for a Part-Time Maintenance Technician! This position is 25 hours plus on-call when needed! Flexible with hours and days! Qualified candidates must be pr...
  • 23 Days Ago

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Business Development Officer, Truist Investment Services, Sarasota, FL
  • Truist Bank
  • Sarasota, FL FULL_TIME
  • Language Fluency: English (Required)Work Shift:1st shift (United States of America)Job Grade:108Please review the following job description:JOB SUMMARYDirect and execute all marketing and direct sales...
  • 26 Days Ago

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Manager
  • Steak n Shake
  • Sarasota, FL FULL_TIME
  • ManagerJob Description Summary Description: The Manager is a business partner accountable for leading the Restaurant Associate team to deliver Steak 'n Shake operational and financial standards on eac...
  • 15 Days Ago

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Manager
  • Steak n Shake
  • Sarasota, FL FULL_TIME
  • ManagerJob Description Summary Description: The Manager is a business partner accountable for leading the Restaurant Associate team to deliver Steak 'n Shake operational and financial standards on eac...
  • 15 Days Ago

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Manager
  • Ford's Garage
  • Sarasota, FL FULL_TIME
  • The Ford’s Garage Restaurant Manager is responsible for the day-to-day management of the restaurant. Responsible for teaching, training, and leading all Team Members and working with entire management...
  • 26 Days Ago

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0 Investment Manager jobs found in Sarasota, FL area

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Investment Advisor
  • Cumberland Advisors
  • Sarasota, FL
  • Since 1973, Cumberland Advisors has been a trusted source for market expertise, personal service, and individual and ins...
  • 4/25/2024 12:00:00 AM

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Associate Advisor
  • Cetera Investment Services Llc
  • Sarasota, FL
  • The Associate Advisor is responsible for providing financial planning, financial advice and investment management to ser...
  • 4/25/2024 12:00:00 AM

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Senior Full Stack Developer- Hybrid or Remote
  • Cumberland Advisors
  • Sarasota, FL
  • Senior Full-Stack Developer Location:Sarasota, FL (Hybrid or Remote) Job Description Cumberland Advisors is seeking an e...
  • 4/24/2024 12:00:00 AM

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Retirement Plan Specialist I
  • Transamerica
  • Saint Petersburg, FL
  • Job Description Job Description Transamerica is excited to announce that we are expanding and looking for FINRA Licensed...
  • 4/24/2024 12:00:00 AM

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Investment Advisor
  • Cumberland Advisors
  • Sarasota, FL
  • Since 1973, Cumberland Advisors has been a trusted source for market expertise, personal service, and individual and ins...
  • 4/23/2024 12:00:00 AM

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Associate Advisor
  • Cetera Investment Services LLC
  • Sarasota, FL
  • The Associate Advisor is responsible for providing financial planning, financial advice and investment management to ser...
  • 4/23/2024 12:00:00 AM

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Property Manager
  • Bridge Property Management
  • Sarasota, FL
  • Bridge acknowledges and values the individuality of each person, recognizing that our people are the foundation of our s...
  • 4/23/2024 12:00:00 AM

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Senior Full Stack Developer- Hybrid or Remote
  • Cumberland Advisors
  • Sarasota, FL
  • Senior Full-Stack Developer Location: Sarasota, FL (Hybrid or Remote) Job Description Cumberland Advisors is seeking an ...
  • 4/22/2024 12:00:00 AM

Sarasota (/ˌsærəˈsoʊtə/) is a city in Sarasota County on the southwestern coast of the U.S. state of Florida. The area is renowned for its cultural and environmental amenities, beaches, resorts, and the Sarasota School of Architecture. The city is at the southern end of the Tampa Bay Area, north of Fort Myers and Punta Gorda. Its official limits include Sarasota Bay and several barrier islands between the bay and the Gulf of Mexico. According to the U.S. Census Bureau, in 2013 Sarasota had a population of 53,326. In 1986 it became designated as a certified local government. Sarasota is a prin...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Manager jobs
$102,541 to $183,476
Sarasota, Florida area prices
were up 1.5% from a year ago

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