Investment Manager jobs in Vallejo, 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)

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Senior Manager, Investment Product Development & Management
  • Assetmark
  • Concord, CA FULL_TIME
  • Job Description:

    The Job/What You'll Do:

    The Senior Manager, Investment Product Development and Management will work as a member of the Investment Solutions team of AssetMark, Inc. In this capacity, the Senior Manager will partner with the team and work with senior management to define vision, scope, and roadmap for AssetMark's suite of investment products and solutions.

    The Senior Manager will drive product development through strategy/ideation, research and design, and the final implementation that includes product positioning, distribution strategy, and campaign management. Products and solutions will span all asset classes, goal orientations, and vehicle structures. In this role, the Senior Manager will leverage their solid understanding of investment products and industry dynamics to drive new product development that helps financial advisors address their client's investment needs.

    Our ideal candidate is intellectually curious, loves to work with data and conduct research, has a business-owners mindset, strives for constant improvement, and excels in a highly collaborative culture. This position will require you to develop compelling business cases to help inform business decisions for high-priority projects and new product initiatives.

    This is a full-time position in our Concord, CA office with a hybrid work schedule.

    Responsibilities:

    • Drive business case development with supporting analytics, competitive research, market opportunity sizing, and conduct financial modeling and assessments of other key quantitative or qualitative attributes for new product development
    • Develop subject matter expertise in competitive intelligence in the advisory business, understand the competitive landscape in TAMP and BDs in terms of investment product trends, usage, and pricing
    • Create and maintain a forward-looking product and services roadmap, drive new initiatives, and support product launch activities including positioning and distribution strategy
    • Own the complete product life cycle, ensuring it remains competitive and meets long-term strategic direction as well as operational and financial objectives while always emphasizing the overall client experience
    • Manage the product pipeline and support planning including, but not limited to, product rationalization and enhancements, product pricing, and profitability analysis
    • Collaborate with cross-functional business partners to support new launches and platform functionalities associated with our suite of investment products
    • Educate and engage with AssetMark's sales team and financial advisors on new investment solutions, structure, and use cases to drive adoption

    Knowledge, Skills, and Abilities:

    • Excellent analytical and financial modeling skills with the ability to leverage quantitative and qualitative approaches to develop actionable recommendations
    • Strong Excel skills are a must
    • Understanding of the financial services industry, particularly with ETF, mutual fund, fixed income and equity investment products and wealth management solutions; experience in supporting financial advisors is highly desired
    • Proven aptitude to conduct competitive market and product research, including market sizing and product pricing
    • Experience in leading and implementing major initiatives and the ability to manage multiple projects simultaneously is required
    • Self-motivated, biased toward action, comfortable with operating in a fast-paced, changing environment
    • Excellent written and interpersonal communication skills and ability to present effectively to senior management and internal stakeholders
    • Strong PowerPoint skills are a must
    • Ability to understand operational and technical complexity, think creatively and strategically to problem solve in order to meet business objectives and client needs
    • Partners well with colleagues and outside business partners to get work completed
    • A positive, team-oriented, can-do attitude

    Education & Experience:

    • Bachelor's Degree is required
    • MBA or CFA preferred, not required
    • Relevant experience in product management, research, or analytic roles within financial services, asset management, banking, Broker-Dealer, TAMP, or RIA preferred

    Compensation: The Base Salary range for this position is between $130,000-$160,000.

    This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.

    Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

    #LI-CR1

    #LI-Hybrid

    Who We Are & What We Offer:

    AssetMark's mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors' businesses are running at their best and a comprehensive suite of investment solutions. AssetMark's platform empowers advisors to provide the highest level of service possible to their clients.

    AssetMark's culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families.

    • Flex Time Off or Paid Time/Sick Time Off
    • 401K - 6% Employer Match
    • Medical, Dental, Vision - HDHP or PPO
    • HSA - Employer contribution (HDHP only)
    • Volunteer Time Off
    • Career Development / Recognition
    • Fitness Reimbursement
    • Hybrid Work Schedule

    As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.

     

  • 1 Month Ago

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Maintenance Technician
  • AJAY INVESTMENT LLC
  • Concord, CA FULL_TIME
  • We are seeking a experienced full time maintence tech for 120 units located from Antioch to Concord.Job duties include- Turn over vacant units(painting, electrical, plumbing)- Drywall Sheet rock repai...
  • 1 Day Ago

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Full Time Real Estate Agent - Investment Partner Division
  • C&C Property Management
  • Concord, CA FULL_TIME
  • Are you searching for leads that convert? Look no further!Our company is offering a unique Investment Partner opportunity to our agents. This is a chance to earn commissions by signing new investors a...
  • Just Posted

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Manager
  • Crunch - Bay Area
  • Fairfield, CA FULL_TIME
  • Job Description:The Crunch Manager will ensure the members receive the highest quality of service and facilities. He or she will exhibit an ability to achieve the financial targets for the club as out...
  • Just Posted

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Manager
  • Thread True
  • Vacaville, CA FULL_TIME
  • What You Will Gain:Performance Based PromotionsCompetitive salaryMedical, Dental, Vision benefits 401k Plan529 College Savings Plan For over 35 years, Islands has been known for providing guests with ...
  • 7 Days Ago

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Store Manager / Assistant Manager
  • Pieology Pizzeria
  • Fairfield, CA FULL_TIME
  • Looking for a experienced Fast Casual Restaurant Manager to join our already awesome team! Our goal as an organization is to provide tools and training to ensure both our guests and team members have ...
  • 21 Days Ago

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0 Investment Manager jobs found in Vallejo, CA area

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Operations Associate
  • Natixis Investment Managers
  • San Francisco, CA
  • Description What you'll do: Facilitate trade settlements by working with executing brokers, custodians and our back/midd...
  • 3/28/2024 12:00:00 AM

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Legal Practice Assistant - Investment Management
  • Morgan, Lewis & Bockius LLP
  • San Francisco, CA
  • Morgan, Lewis & Bockius LLP, one of the world's leading global law firms with offices in strategic hubs of commerce, law...
  • 3/27/2024 12:00:00 AM

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Director, Investment Management
  • Syon Capital
  • San Francisco, CA
  • Director, Investment Management - On-site (San Francisco) Who We Are Syon Capital is a dynamic and highly regarded multi...
  • 3/26/2024 12:00:00 AM

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Sales Manager, Investment Banking
  • Affinity
  • San Francisco, CA
  • **Sales Manager, Investment Banking** at Affinity San Francisco Affinity is a relationship intelligence platform built t...
  • 3/26/2024 12:00:00 AM

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CFP or CFA Wealth Advisor - Wealth Advisory / Financial Planning Experience Required
  • Analog Capital Partners
  • Company Description Analog Capital Partners centralizes investments, planning, and professional services for individuals...
  • 3/26/2024 12:00:00 AM

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Executive Assistant / Office Manager
  • GES Investment Management
  • San Francisco, CA
  • Job Description Job Description We are looking to hire an Executive Assistant / Office Manager to join our team! You wil...
  • 3/25/2024 12:00:00 AM

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Business Development Advisor
  • Evolve Talent Partners
  • San Francisco, CA
  • Overview: The Private Client Business Development role is an ideal opportunity for a highly motivated professional with ...
  • 3/25/2024 12:00:00 AM

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Wealth Management Advisor
  • Destination Wealth Management
  • Walnut Creek, CA
  • Company Description Destination Wealth Management is a fee-based wealth management firm based in Walnut Creek, CA. The c...
  • 3/24/2024 12:00:00 AM

Vallejo (/vəˈleɪ(h)oʊ/ və-LAY-(h)oh; Spanish: [baˈʎexo]) is a waterfront city in Solano County, California, located in the North Bay subregion of the San Francisco Bay Area. Vallejo is geographically the closest North Bay city to the inner East Bay, so it is sometimes associated with that region. Its population was 115,942 at the 2010 census. It is the tenth most populous city in the San Francisco Bay Area, and the largest in Solano County. Vallejo sits on the northeastern shore of San Pablo Bay, 30 miles north of San Francisco, the northwestern shore of the Carquinez Strait and the southern e...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Manager jobs
$121,044 to $216,591
Vallejo, California area prices
were up 2.5% 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