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)
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:
Knowledge, Skills, and Abilities:
Education & Experience:
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.
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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.
As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.
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