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Discretionary Investment Management Jobs (NOW HIRING)

Truist

Senior Investment Manager

Houston, TX · On-site

... discretionary investment, portfolios. 9. Adhere to (and document) risk management and compliance with all relevant regulatory policies and procedures. QUALIFICATIONS Required Qualifications: The ...

Truist

Senior Investment Manager

Houston, TX

... discretionary investment, portfolios. 9. Adhere to (and document) risk management and compliance with all relevant regulatory policies and procedures. QUALIFICATIONS Required Qualifications: The ...

Stifel

Trust Investment Analyst

Saint Louis, MO · On-site

The Trust Investment Analyst is to support the Portfolio Managers in managing discretionary investment portfolios while also being responsible for managing a small book of business. The primary ...

Trans western

Investment Associate

Dallas, TX · On-site +1

... management business and it sponsored vehicles. This position is available due to the consistent growth that TIG is experiencing both from its discretionary investment funds, separate accounts and co ...

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Discretionary Investment Management information

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$32.5K

$71K

$140K

How much do discretionary investment management jobs pay per year?

As of Jul 18, 2026, the average yearly pay for discretionary investment management in the United States is $70,976.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,500.00 and $78,000.00 per year, depending on experience, location, and employer.

What is the difference between Discretionary Investment Management vs Financial Advisor?

AspectDiscretionary Investment ManagementFinancial Advisor
CredentialsChartered Financial Analyst (CFA), Certified Financial Planner (CFP)CFP, Series 7, Series 66
Work EnvironmentManaged portfolios, investment firms, banksIndependent practice, banks, advisory firms
Employer & IndustryAsset management firms, private banksFinancial planning firms, banks, independent advisors
Primary FocusMaking investment decisions on behalf of clientsProviding comprehensive financial advice, including investments

Discretionary Investment Managers have the authority to make investment decisions for clients without prior approval, focusing mainly on portfolio management. Financial Advisors offer broader financial planning services, including investment advice, but typically require client approval for transactions. Both roles often hold similar certifications and work within the financial services industry, but their scope and decision-making authority differ.

What does a discretionary investment manager do?

A discretionary investment manager makes investment decisions on behalf of clients without needing prior approval for each trade. They analyze market conditions, select securities, and manage portfolios to meet clients' financial goals, often using specialized tools and adhering to regulatory standards. This role requires strong analytical skills and relevant certifications such as the CFA.

How does a Discretionary Investment Manager typically collaborate with clients and internal teams to tailor investment strategies?

Discretionary Investment Managers work closely with clients to understand their financial goals, risk tolerance, and investment preferences, often beginning with detailed consultations and regular check-ins. Internally, they collaborate with research analysts, portfolio managers, and compliance professionals to design and adjust portfolios that align with both client objectives and market conditions. This team-based approach ensures that investment decisions are well-informed, timely, and compliant with regulatory standards. Ongoing communication and transparency with both clients and colleagues are essential to building trust and delivering successful outcomes.

What are the key skills and qualifications needed to thrive as a Discretionary Investment Manager, and why are they important?

To thrive as a Discretionary Investment Manager, you need a strong background in finance, portfolio management, and investment analysis, typically supported by a finance degree and relevant certifications such as CFA or CIM. Proficiency with portfolio management systems, financial modeling tools, and market data platforms like Bloomberg is essential. Strong analytical thinking, decision-making under pressure, and excellent client communication skills help set top performers apart. These competencies are crucial for making informed investment decisions, managing client portfolios effectively, and building trust with clients.

What is discretionary investment management?

Discretionary investment management is a service where a professional portfolio manager makes investment decisions on behalf of a client, based on the client's agreed-upon objectives and risk tolerance. The manager has the authority to buy and sell securities without requiring client approval for each transaction, allowing for timely and efficient portfolio management. This approach is commonly used by individuals who prefer to delegate day-to-day investment decisions to experts, trusting them to act in their best interest within the established guidelines.

What is the highest paying job in investment?

In investment, the highest paying roles are typically senior positions such as Chief Investment Officer or Portfolio Manager at large firms, with compensation often including high base salaries, bonuses, and profit sharing. These roles require extensive experience, strong analytical skills, and often advanced certifications like the CFA. Compensation varies based on firm size, location, and individual performance.

Are discretionary fund managers worth it?

Discretionary investment management involves a professional managing a client's investment portfolio with full authority to make decisions on their behalf, often based on a predefined investment strategy. For job roles in this field, success requires strong analytical skills, knowledge of financial markets, and relevant certifications such as the CFA. The value of working as a discretionary fund manager depends on individual skills, client demand, and the ability to deliver consistent investment performance.

Does investment management pay well?

Discretionary investment management can offer high earning potential, especially for experienced professionals managing large portfolios or working with high-net-worth clients. Salaries and bonuses vary based on experience, performance, and firm size, with many in the field earning above average income levels for finance roles.
More about Discretionary Investment Management jobs
What states have the most Discretionary Investment Management jobs? States with the most job openings for Discretionary Investment Management jobs include:
What job categories do people searching Discretionary Investment Management jobs look for? The top searched job categories for Discretionary Investment Management jobs are:
Discretionary Investment Management jobs near you
Infographic showing various Discretionary Investment Management job openings in the United States as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $70,976 per year, or $34.1 per hour.
Risk Manager - Financial Advisor Discretionary Portfolios

Risk Manager - Financial Advisor Discretionary Portfolios

UBS - Experienced professionals - job boards

Weehawken, NJ

Other

Posted 25 days ago

UBS rating

8.8

Company rating: 8.8 out of 10

Based on 42 frontline employees who took The Breakroom Quiz

17th of 149 rated banks

Job description

Are you passionate about applying quantitative methods to real-world investment challenges. Do you thrive in a collaborative environment where your portfolio construction skills and analytical thinking can drive innovation in portfolio risk management.
We're looking for someone who can:
Perform and document comprehensive reviews of discretionary investment strategies managed by U.S

Financial Advisors (FAs), with a detailed focus on investment process, dispersion analysis, performance, trading implementation, and related operational controls.
Engage Financial Advisor (FA) teams to explain Investment Manager Analysis (IMA) observations and provide targeted coaching designed to strengthen their investment decision-making and drive improved long-term portfolio outcomes.
Contribute to recurring governance meetings/committees for discretionary strategies; set agendas, curate materials, coordinate key stakeholders, and ensure decisions, actions, owners, and timelines are clearly captured; drive escalations and follow ups to closure.
Serve as a subject matter expert for our discretionary programs; field questions from FA teams and cross functional partners, providing timely, well supported guidance on program design, oversight standards, and best practices


Participate in evolving the strategic vision for discretionary programs to ensure robust oversight and governance frameworks while preserving each FA's ability to effectively navigate and manage discretionary portfolios.
Curate and continuously improve review artifacts (e.g., strategy review packs, dispersion/performance readouts, trading checklists) to support both initial due diligence and ongoing monitoring.
Partner across stakeholders to translate insights into pragmatic enhancements to process, controls, and client outcomes, reinforcing accountability and transparency throughout the program lifecycle.

What UBS employees say

Pay

Benefits

Hours and flexibility

Workplace

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About UBS

Sourced by ZipRecruiter

We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.

Industry

Securities, commodity contracts, and financial investments

Company size

10,000+ Employees

Headquarters location

Zürich, ZH, CH

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