ZipRecruiter

Log In

1

Chartered Investment Manager Jobs (NOW HIRING)

M&T Bank

Investment Strategy Associate

Radnor, PA · On-site

$106K - $177K/yr

CFA (Chartered Financial Analyst) designation or progressing toward obtaining it Knowledge of capital markets or investment management industry experience #LI-LA1 #wilmingtontrust M&T Bank is ...

prosperity

Investment Analyst

Miami, FL

... management, accounting, investment banking; or equivalent combination of education and/or experience. * Progress or achievement of Chartered Financial Analyst (CFA) designation or MBA is a plus.

previous page

Showing results 41-60

All JobsChartered Investment JobsChartered Investment Manager Jobs

Chartered Investment Manager information

See salary details

$27.5K

$81.7K

$137.5K

How much do chartered investment manager jobs pay per year?

As of Aug 15, 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.

How much do Chartered Investment Managers get paid?

Chartered Investment Managers typically earn a median annual salary ranging from $70,000 to $150,000, depending on experience, location, and the size of the firm. Senior professionals with extensive experience or working in major financial centers can earn higher compensation, often supplemented by bonuses and performance incentives. Certification as a Chartered Investment Manager can enhance earning potential and career advancement opportunities.

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 analyzes financial markets, manages investment portfolios, and provides investment advice to clients. They use financial tools and adhere to regulatory standards, often holding certifications like the CFA to ensure expertise and ethical practice.

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.
More about Chartered Investment Manager jobs

What cities are hiring for Chartered Investment Manager jobs?

Cities with the most Chartered Investment Manager job openings:

What states have the most Chartered Investment Manager jobs?

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

What job categories do people searching Chartered Investment Manager jobs look for?

The top searched job categories for Chartered Investment Manager jobs are:

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 1% As Needed, 86% Full Time, 12% Part Time, and 1% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $81,677 per year, or $39.3 per hour.

Wealth Advisor (San Francisco/Menlo Park/Walnut Creek/San Jose)

Mercer Advisors

Menlo Park, CA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 27 days ago

Mercer Advisors rating

8.9

Company rating: 8.9 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Why Work at Mercer Advisors?
For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.
Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests - always.*
Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent - wherever they are.
Join us and help families amplify and simplify their financial lives with confidence.
* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics - including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here.
Job Summary:
The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals.
Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more.
Key Responsibilities and Duties
  • Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.
  • Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills.
  • Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions.
  • Leverages Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients
  • Ensures adherence to compliance and regulatory policies as well as company standards of client care
  • Acts as a fiduciary, placing client interests and outcomes first

Required Knowledge, Skills and Abilities:
Education:
  • Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master's degree a plus

Experience:
  • 7-10 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant)

Certifications/Licenses:
  • Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC).
  • Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)

Skills & Competencies:
  • Advanced knowledge of the industry, financial products, and financial planning concepts
  • Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients
  • Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients
  • Experience utilizing financial planning software
  • Expert at collaboration and willing to help others
  • Sales aptitude and experience is preferred
  • An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment
  • Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews
  • Comprehensive understanding of compliance requirements
  • Ability to travel up to 20% as required for client meetings, company training, etc.

Work Schedule: Business hours Monday through Friday.
Working Conditions: Hybrid schedule with a combination of remote and office work in a professional office environment. Working inside. Standing and sitting. Will be assigned to a workstation.
#LI-Hybrid
The annualized compensation range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. The cash compensation range includes both base salary and an annual bonus. The total compensation package may include additional cash bonus amounts and other incentive compensation.
Total expected cash compensation range
$170,000-$210,000 USD
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
  • Company Paid Basic Life & AD&D Insurance
  • Company Paid Short-Term and Long-Term Disability Insurance
  • Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
  • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
  • Kaiser Medical plans available in California
  • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
  • Two comprehensive Dental Plans
  • Vision Insurance Plan
  • Dependent Care Savings Account for child and dependent care.
  • 14 Company Paid Holidays including a full week off at Thanksgiving.
  • Generous paid time off program for vacation and sick days
  • Employee Assistance Plan
  • Family Medical Leave
  • Paid Parental Leave (8 weeks)
  • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
  • Adoption Assistance Reimbursement Program
  • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more.
  • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
  • Pet Insurance
  • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.
If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.
For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
CCPA Notice at Collection
If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here.

What Mercer Advisors employees say

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply