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Bank Investment Program Manager Jobs (NOW HIRING)

Cape & Coast Bank

Investment Executive

Hyannis, MA

$60K - $120K/yr

In this role you will be responsible for cultivating and managing personal and business client ... Five to ten years' experience in a bank investment services program, brokerage RIA or directly ...

Career Launch AI

Portfolio Program Manager

Manhattan, NY · On-site

$140K - $185K/yr

Portfolio Program Manager Location: New York, NY Employment Type: Full-Time Estimated Compensation ... The position involves collaboration with portfolio managers, investment teams, finance, and senior ...

Cape & Coast Bank

Investment Executive

Hyannis, MA · On-site

$60K - $120K/yr

In this role you will be responsible for cultivating and managing personal and business client ... Five to ten years' experience in a bank investment services program, brokerage RIA or directly ...

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Bank Investment Program Manager information

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$38.5K

$107.5K

$157K

How much do bank investment program manager jobs pay per year?

As of Sep 13, 2026, the average yearly pay for bank investment program manager in the United States is $107,460.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,500.00 and $132,500.00 per year, depending on experience, location, and employer.

What is a bank investment program manager?

Bank Investment Program Managers are financial professionals who oversee the investment services offered by a bank, such as mutual funds, annuities, and other securities products. They are responsible for managing the bank’s investment programs, ensuring compliance with regulations, and supporting financial advisors in delivering investment solutions to clients. These managers often develop strategies to grow the investment program, train staff, and maintain strong relationships with both clients and product providers. Their role is crucial in helping banks expand their non-deposit revenues through investment services.

What are the key skills and qualifications needed to thrive as a bank investment program manager?

To thrive as a Bank Investment Program Manager, you need a solid background in financial services, investment products, and program management, typically supported by a bachelor's degree in finance or business and relevant licenses such as FINRA Series 7 and 66/63. Proficiency with CRM platforms, investment portfolio management software, and compliance systems is crucial for overseeing program operations. Strong leadership, communication, and client relationship management skills distinguish top performers in this role. These qualifications and skills are vital to ensure regulatory compliance, drive program growth, and deliver exceptional client and team outcomes in a highly regulated environment.

How does a bank investment program manager typically collaborate with financial advisors and other departments within the bank?

A Bank Investment Program Manager works closely with financial advisors to develop and implement investment strategies that align with the bank's goals and regulatory requirements. They often coordinate with compliance, marketing, and operations teams to ensure seamless delivery of investment products and services. Regular meetings and cross-departmental projects are common, fostering a collaborative environment where the manager supports advisors in client acquisition, training, and performance review, while also ensuring adherence to industry standards and policies.

What cities are hiring for Bank Investment Program Manager jobs?

Cities with the most Bank Investment Program Manager job openings:

What states have the most Bank Investment Program Manager jobs?

States with the most job openings for Bank Investment Program Manager jobs include:

What are popular job titles related to Bank Investment Program Manager jobs?

For Bank Investment Program Manager jobs, the most frequently searched job titles are:

Infographic showing various Bank Investment Program Manager job openings in the United States as of September 2026, with employment types broken down into 1% Internship, 1% As Needed, 74% Full Time, 20% Part Time, and 4% Contract. Highlights an 94% Physical, 1% Hybrid, and 5% Remote job distribution, with an average salary of $107,460 per year, or $51.7 per hour.

U.S. Private Bank - Investment Specialist - Executive Director

Austin, TX • On-site

JPMorgan Chase & Co.
Finance and Insurance • 10K+ employees
Learn more about JPMorgan Chase & Co.external

Full-time

Medical, Retirement

Re-posted 4 days ago

JPMorgan Chase & Co. rating

7.9

Company rating: 7.9 out of 10

Based on 500 frontline employees who took The Breakroom Quiz

Job description


We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As an Investment Specialist you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions.
Job Responsibilities
  • Conduct investment reviews with clients to validate the clients' current investment objectives and prepare recommendations of appropriate investment products
  • Develop investment policy statements and advise on asset allocation
  • Closes sales of complex investment products
  • Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act as primary resource for investment communication
  • Build excellent working relationships with internal clients
  • Adhere to internal and external policies and procedures regarding securities transactions and code of conduct
  • Provide guidance to junior staff

Required Qualifications, Capabilities, Skills
  • Bachelor's degree required; MBA or CFA preferred
  • Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
  • Seven plus years' experience in Private Banking or Financial Services industry
  • Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning

Preferred Qualifications, Capabilities, Skills
  • Ideal candidate has prior experience providing complex investment solutions to individuals
  • In depth experience and/or knowledge of hedge funds, private equity and alternative investments
  • Able to execute trades smoothly and seamlessly and tasked with managing brokerage activity
  • Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals

About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

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