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Investment Program Manager Jobs in California (NOW HIRING)

L3Harris Technologies

Lead, Program Manager

San Diego, CA

$127K - $236K/yr

  • Medical

  • Retirement

  • PTO

Lead, Program Manager Job Code: 41766 Job Location: Salt Lake City, UT or Carlsbad, CA or San Diego ... return on investment. * Strong technical and business background to evaluate and adjust win ...

L3Harris Technologies

Lead, Program Manager

Carlsbad, CA

$127K - $236K/yr

  • Medical

  • Retirement

  • PTO

Lead, Program Manager Job Code: 41766 Job Location: Salt Lake City, UT or Carlsbad, CA or San Diego ... return on investment. * Strong technical and business background to evaluate and adjust win ...

Williams-Sonoma, Inc.

Tech Program Manager

San Francisco, CA · Hybrid

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

We are growing the dynamic team and investing in many exciting initiatives that are changing retail ... About the Role As a Tech Program Manager in the Ecommerce PMO, you will be responsible for managing ...

Scout AI

Senior Program Manager

Sunnyvale, CA

$136K - $136K/yr

  • Medical

  • Dental

  • Vision

  • PTO

The Role We are looking for a Senior Program Manager, Government Programs who will help win ... Backed by Draper Associates, Booz Allen Ventures, PerotJain and other top investors Benefits

Scout AI

Senior Program Manager

Sunnyvale, CA · On-site

$165K - $180K/yr

  • Medical

  • Dental

  • Vision

  • PTO

The Role We are looking for a Senior Program Manager, Government Programs who will help win ... Backed by Draper Associates, Booz Allen Ventures, PerotJain and other top investors Benefits

Varda Space Industries

Program Manager, Pharma

El Segundo, CA · On-site

$125K - $170K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... investors including Khosla Ventures, Lux Capital, Founders Fund, Caffeinated Capital, General ... Partner with technical leads to identify and manage program risks and issues, while also proposing ...

Sony Corporation

Senior Program Manager

San Diego, CA · On-site

$119K - $119K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... investment priorities, and execution plans • Drive initiatives that transform customer experience, business models, data capabilities, and operational processes • Ensure programs deliver ...

Sony Electronics

Senior Program Manager

San Diego, CA · Hybrid

$123K - $123K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... investment priorities, andexecution plans Drive initiatives that transform customer experience ... EXPERIENCE 10+ years of progressive program management experience, including leading large-scale ...

Sony Electronics

Senior Program Manager

Los Angeles, CA · Hybrid

$125K - $125K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... investment priorities, andexecution plans Drive initiatives that transform customer experience ... EXPERIENCE 10+ years of progressive program management experience, including leading large-scale ...

Brown and Caldwell

Program Manager Director

San Diego, CA

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Responsible for managing small or medium size programs (estimated total capital investment size between $100 M and $500 M). * Ensure program goals and planned benefits align with program strategic ...

Brown and Caldwell

Program Manager Director

Rancho Cordova, CA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Responsible for managing small or medium size programs (estimated total capital investment size between $100 M and $500 M). * Ensure program goals and planned benefits align with program strategic ...

Brown and Caldwell

Program Manager Director

Irvine, CA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Responsible for managing small or medium size programs (estimated total capital investment size between $100 M and $500 M). * Ensure program goals and planned benefits align with program strategic ...

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All JobsInvestment Program JobsInvestment Program Manager JobsInvestment Program Manager Jobs in California

Investment Program Manager information

What does an investment program manager do?

An Investment Program Manager oversees and coordinates investment portfolios or programs for organizations or clients. Their responsibilities include setting investment strategies, managing risks, analyzing market trends, and ensuring that investment goals are met. They often work closely with financial analysts, stakeholders, and other managers to optimize portfolio performance. This role requires strong analytical, leadership, and communication skills, as well as a deep understanding of financial markets and investment vehicles.

What are the key skills and qualifications needed to thrive as an investment program manager, and why are they important?

To thrive as an Investment Program Manager, you need strong financial analysis, project management, and strategic planning skills, typically supported by a degree in finance, business, or economics. Familiarity with portfolio management software, financial modeling tools, and certifications such as CFA or PMP are commonly required. Exceptional communication, leadership, and stakeholder management skills help differentiate top performers in this role. These skills ensure effective oversight of investment initiatives, alignment with organizational goals, and successful collaboration with diverse teams and clients.

What is the difference between Investment Program Manager vs Investment Analyst?

AspectInvestment Program ManagerInvestment Analyst
Primary FocusOversees large investment programs, manages portfolios, and coordinates multiple projectsAnalyzes investment opportunities, conducts research, and provides recommendations
Required CredentialsTypically requires a bachelor's degree in finance, economics, or related field; certifications like CFA are commonUsually requires a bachelor's degree in finance, economics, or related field; CFA is also common
Work EnvironmentCorporate or institutional investment teams, often in financial services firmsFinancial analysis firms, investment banks, or asset management companies

Both roles often require similar educational backgrounds and certifications, but the Investment Program Manager focuses on managing entire investment programs and portfolios, while the Investment Analyst concentrates on analyzing specific investments and providing insights. The Program Manager has a broader strategic role, whereas the Analyst is more research-focused.

How does an investment program manager typically collaborate with cross-functional teams within an organization?

Investment Program Managers frequently work alongside finance, operations, legal, and executive teams to ensure investment initiatives align with organizational goals. This collaboration often involves coordinating project timelines, communicating investment strategies, and ensuring compliance with internal controls and external regulations. Effective communication and stakeholder management are critical, as these managers must synthesize input from diverse teams to drive successful investment outcomes. Regular meetings, progress updates, and cross-departmental workshops are common practices in this role.

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

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

What job categories do people searching Investment Program Manager jobs in California look for?

The top searched job categories for Investment Program Manager jobs in California are:

What cities in California are hiring for Investment Program Manager jobs?

Cities in California with the most Investment Program Manager job openings:

Investment Program Manager jobs near you
Infographic showing various Investment Program Manager job openings in California as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 16% Part Time, 2% Temporary, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution.

Investment Relationship Officer

City National Bank

Los Angeles, CA • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 11 days ago

Job description

INVESTMENT RELATIONSHIP OFFICER
WHAT IS THE OPPORTUNITY?
Assist Financial Advisors by providing day to day client support and operational service on all RBC Securities Ivestment Advisory Program and client-directed accounts, to affluent individuals and their families within the Bank's Personal and Business Banking Group. Provide account maintenance and oversight and provide clients with accurate, timely and extensive information to ensure quality service and client retention. Cultivate and maintain on-going client relationships by introducing and cross selling other financial products and services. Must be able to communicate effectively and professionally with clients and Bank colleagues of all levels and in a variety of settings.
WHAT WILL YOU DO?
Investment Advisory Program Account Administration
  • Open Investment Advisory Program accounts and work directly with clients, Financial Advisors, RBC Securities Investment Operations and City National Bank (CNB) Trust Operations to open, fund, and provide ongoing support and service.
  • Ensure all CIP and KYC requirements are complete. Prepare all new account documents, account transfers (acats), DTC delivery of securities, money movements including cash disbursements and deposits, wires, IRA distributions, and contributions, and all regulatory correspondence.
  • Review daily reporting (i.e., overdrafts, uninvested cash, fee maintenance, etc) and ensure reporting and coding updates when policy and procedures change.
  • Prepare all required SEC 17AC3-4(books and records) documents, letters, and correspondence needed for Program accounts.
  • Complete annual administrative reviews.
  • Review quarterly performance reports, investment objectives, current suitability on file and the Investment Policy statement to assist Financial Advisors to meet SEC requirements for annual investment reviews.
  • Prepare operational reports for RBC Securities Management to assist with the tracking and supervision of the Program accounts.
  • Provide back-up support for client inquiries when Financial Advisors are unavailable and where knowledge of asset allocations and strategies is needed.
  • Develop/Maintain strong working knowledge of IBS Insight, NFS,, SEI, CSS, Galaxy, Salesforce,, and other programs required for the day-to-day administration of client accounts.
  • Interact with bank and RBC Securities personnel as needed and keep Financial Advisors apprised of significant client issues and potential problems.

RBC Securities Brokerage Account Administration
  • Establish new accounts opened in RBC Securities on the NFS platform, CDARS, and 529Plans.
  • Obtain all required CIP and KYC documentation for all accounts including personal, business (entity), fiduciary, and retirement accounts.
  • Answer incoming operational and sales related phone calls for RBC Securities Brokerage Accounts. Operational calls include tax documents, trade settlements, asset transfers, asset servicing, and client account maintenance.
  • Process money market transfers, fixed income, mutual fund, and equity trades and provide technical support for RBC Securities brokerage clients. Maintain appropriate knowledge of other Bank products and services, particularly those of Wealth Management.
  • Has the ability analyze client needs, identify cross-sell opportunities and make appropriate referrals.
  • Maintain a strong working knowledge of current economic and market events and their impact on various investment vehicles.
  • Comply with and conform to all compliance and regulatory requirements of all regulatory authorities and of RBC Securities and the RBC Securities Advisory and Asset Allocation Products. Maintain a proactive commitment to established Bank programs, such as Customer First, Community Reinvestment Act (CRA), and Affirmative Action.

WHAT DO YOU NEED TO SUCCEED?
Required Qualifications*
  • Two to five years of Client Service or Operational experience at a Broker Dealer or in an investment management environment.
  • FINRA Series 7 and 63 and 65 or 66

Additional Qualifications
  • Bachelor's degree in Business, Finance, or related area or equivalent experience preferred.
  • Two to five years of Client Service or Operational experience at a Broker Dealer.
  • Knowledge of SEC and FINRA rules and regulations.
  • Knowledge of National Financial Systems for brokerage accounts preferred.
  • Knowledge of Equities, Mutual Funds, Fixed Income, IRA's, and 529 Plans preferred.
  • Knowledge of CNS Investment program and products, asset allocation models and strategies.
  • Thorough understanding of systems required for the opening and maintenance of Advisory accounts such as SEI, CSS, IBS Insight, Fasttax, OPR/IAV, Reports 2000, Advent and Infoshare. Knowledge of these systems allows the ongoing creation of ad hoc reports for multiple projects which arise any time there is a policy change or system implementation.
  • Excellent verbal and written communications skills, particularly on the telephone.
  • Excellent interpersonal skills to interact effectively with all levels of business.
  • Ability to multi-task and perform with a high degree of accuracy in a fast-paced, dynamic environment with heavy workloads and high call volumes.

WHAT'S IN IT FOR YOU?
Compensation
Starting base salary: $71,869 - $114,797 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
  • Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
  • Generous 401(k) company matching contribution
  • Career Development through Tuition Reimbursement and other internal upskilling and training resources
  • Valued Time Away benefits including vacation, sick and volunteer time
  • Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
  • Career Mobility support from a dedicated recruitment team
  • Colleague Resource Groups to support networking and community engagement

Get a more detailed look at our Benefits and Perks.
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

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