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Chartered Investment Manager Jobs (NOW HIRING)

Truist

Signature Investment Manager I

Atlanta, GA · Hybrid

Utilize communication tools including electronic delivery, CRM, and Client Investment Reviews to ... Preferred Qualifications: 1. MBA or graduate degree in related field 2. Chartered Financial Analyst ...

San Manuel Casino

Investment Analyst

Highland, CA · On-site

Develops and maintains the investment risk management-monitoring program, analyzes investment ... Enrollment in a Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA ...

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Chartered Investment Manager information

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$27.5K

$81.7K

$137.5K

How much do chartered investment manager jobs pay per year?

As of Sep 6, 2026, the average yearly pay for chartered investment manager in the United States is $81,677.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,000.00 and $116,500.00 per year, depending on experience, location, and employer.

What is a Chartered Investment Manager?

A Chartered Investment Manager (CIM) is a professional designation in Canada awarded by the Canadian Securities Institute (CSI) to individuals who have demonstrated expertise in portfolio management and investment strategies. CIMs are qualified to provide discretionary investment management services for clients and often work as portfolio managers or investment advisors. The designation requires completion of specific courses, relevant work experience, and adherence to ethical standards. Holding a CIM can enhance credibility and career opportunities in the financial services industry.

What are the key skills and qualifications needed to thrive as a Chartered Investment Manager?

To thrive as a Chartered Investment Manager, you need expertise in portfolio management, financial analysis, and a strong understanding of capital markets, typically supported by a CIM designation and relevant finance degrees. Proficiency with financial modeling software, trading platforms, and advanced Excel tools is essential, along with ongoing regulatory education. Exceptional communication, analytical thinking, and ethical judgment set top professionals apart in this role. These skills ensure sound investment decisions, client trust, and compliance in a rapidly changing financial environment.

How does a Chartered Investment Manager typically collaborate with other financial professionals within a firm?

Chartered Investment Managers often work closely with financial analysts, portfolio managers, compliance officers, and client relationship managers to deliver holistic investment solutions. Collaboration is essential when conducting due diligence on new investment opportunities, rebalancing portfolios, or ensuring compliance with regulatory standards. Regular meetings and cross-functional communication help ensure that client goals are met efficiently and that all investment decisions are well-informed. This collaborative environment not only enhances the quality of service provided to clients but also offers Chartered Investment Managers the chance to learn from other experts and advance their own careers.

What is the difference between Chartered Investment Manager vs Chartered Financial Analyst?

AspectChartered Investment ManagerChartered Financial Analyst
CertificationsRequires CIM designation, often includes exams and experienceRequires CFA charter, exams, and work experience
Work EnvironmentInvestment firms, asset management companies, financial advisoryInvestment firms, asset management, research, and analysis roles
Industry UsagePrimarily in Canada and North AmericaGlobal recognition, widely used worldwide

The Chartered Investment Manager and Chartered Financial Analyst designations share similar credentials and work environments, focusing on investment management and financial analysis. While CIM is more prevalent in North America, CFA has a broader international presence. Both roles require rigorous exams and experience, but the CFA is often viewed as more globally recognized, especially for roles in research and portfolio management.

What does a chartered investment manager do?

A chartered investment manager oversees investment portfolios, analyzes financial data, and develops strategies to meet clients' financial goals. They use tools like financial models and must hold relevant certifications, such as the Chartered Investment Manager designation, to ensure professional standards. Their work often involves monitoring markets and advising clients on asset allocation and risk management.
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Chartered Investment Manager jobs near you
Infographic showing various Chartered Investment Manager job openings in the United States as of August 2026, with employment types broken down into 87% Full Time, 12% Part Time, and 1% Contract. Highlights an 87% Physical, 2% Hybrid, and 11% Remote job distribution, with an average salary of $81,677 per year, or $39.3 per hour.

Signature Investment Manager I

Truist

Ponte Vedra Beach, FL • Hybrid

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 8 days ago

Truist rating

7.9

Company rating: 7.9 out of 10

Based on 121 frontline employees who took The Breakroom Quiz

78th of 175 rated banks

Job description

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)Please review the following job description:The Signature Investment Manager I (IM) will partner with Fiduciary Teammates to manage client relationships with AUM less than $1MM or consisting exclusively of Irrevocable Trust relationships. The Signature IM I will have an average client base of approximately 800-1,000 accounts with corresponding revenue responsibility of approximately $6-8MM. Client service is via written correspondence and remote service delivery. The Signature IM 1 relies upon a strong partnership with assigned Trust Advisors for administrative responsibilities.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
List the major responsibilities generally associated with the role (5-7 major responsibilities with no more than 10) that an incumbent in this job is expected to accomplish. Please use numbers to separate each distinct responsibility.
1. Plan and execute day-to-day portfolio management for assigned accounts within the guidelines of policy and guidance, incorporating model account management executed through the Centralized Trading Team for the majority of accounts.
2. Deepen and strengthen existing client relationships through advising on investment solutions as well as broader financial guidance upon request. Partners with Fiduciary teammates to bring broader Truist capabilities to the Client, relying on Trust Advisors for the majority of administrative communication for Irrevocable Trust Accounts.
3. Deliver proactive written client communication in conjunction with Trust Advisors to provide investment advice and guidance. Utilize communication tools including electronic delivery, CRM, and Client Investment Reviews to share and manage investment updates to clients.
4. Implement and provide ongoing monitoring of investment plans and strategies for assigned accounts. Monitoring will include rebalancing of accounts to bring asset allocation in line with investment objectives for accounts that are not centrally traded, implementation of changes in overall strategy and objective, reduction in concentrated or non-approved asset positions and management of cash positions. Create proposed investment recommendations for shared authority accounts on a regular and timely basis.
5. Monitor and mitigate (when necessary) compliance issues and guidelines for assigned accounts to include creating compliance system rules based on investment policy trade restrictions (do not buy, do not sell), management of any securities that are subject to Letters of Direction or custom asset allocations.
6. Expand existing relationships through quality client service delivery and maintaining expert knowledge of investment solutions available and current market/economic environment.
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree in business or related field or equivalent education and related training
2. Intermediate/advanced technology skills, including MS Office products. Very strong organizational skills, detail oriented and ability to work on numerous tasks simultaneously. Solid verbal and written communication. Ability to work in collaborative environment.
3. Typically has 3 or more years of investment experience.
4. Portfolio management experience with trust and investment management accounts, as well as knowledge of fiduciary policy requirements. Demonstrates strong investment skills and knowledge and a thorough understanding and application of complex investment vehicles and strategies.
Preferred Qualifications:
1. MBA or graduate degree in related field
2. Chartered Financial Analyst (CFA) certification [or progress towards CFA]
3. Additional Professional Designations such as CFP(r), CTFA, CAIA

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

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About Truist

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Truist is combining distinctive personal service with investments in innovation to create transformational client experiences. We believe the unique blend of human touch and innovative technology will set us apart, instill confidence, and build deeper levels of trust with our clients

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

Year founded

2019

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