Bank of America
Senior Investment Manager
$52K–$96K
Chicago · Manager · Full-time · Posted Sep 16, 2026
- Experience
- Minimum of 10 years performing specialist-level responsibilities or equivalent industry experience.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Leads investment strategy and portfolio management for Financial Advisors and their clients, aligning investments with client goals and communicating performance and recommendations.
What you'll do
- Develop and oversee portfolio strategy and the investment management process, including leading investment committees for large teams.
- Partner with clients and internal specialists to align risk profiles, goals, objectives, and asset allocations with suitable investment solutions.
- Support client reviews, document actions in Salesforce, and oversee performance reporting and responses to investment-related questions.
What they ask for
- Series 7 and Series 63/65 or 66 (or equivalent); obtain all state registrations held by supported advisors and teams.
- SAFE Act Registration and ADV-2B.
- CFP® or CPWA® designation and/or obtain and maintain at least one firm-approved designation.
- Strong communication, relationship management, analytical, and portfolio management skills; sound investment judgment and risk mindset.
Pay
$52,000.00 - $96,000.00 USD annualized base salary
Tools
Salesforce
Model-written summary · the original posting is authoritative