As a Manager in Investment Wealth Management, you will help organizations define strategic priorities, solve complex business issues, and drive large-scale transformation initiatives. This role ...
As a Manager in Investment Wealth Management, you will help organizations define strategic priorities, solve complex business issues, and drive large-scale transformation initiatives. This role ...
Fidelity Investments provides all the charitable organization's employees and supports all its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance ...
Fidelity Investments provides all the charitable organization's employees and supports all its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance ...
Fidelity Investments provides all the charitable organization's employees and supports all its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance ...
Fidelity Investments provides all the charitable organization's employees and supports all its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance ...
They are seeking a Business Strategy Manager focused on the Investment Management (IM) industry to advise leading asset and wealth management organizations on their most important business priorities.
They are seeking a Business Strategy Manager focused on the Investment Management (IM) industry to advise leading asset and wealth management organizations on their most important business priorities.
The Investment Trade Operations Analyst will support the daily operational activities required to ... The Analyst will work closely with internal teams (portfolio management, legal/compliance ...
The Investment Trade Operations Analyst will support the daily operational activities required to ... The Analyst will work closely with internal teams (portfolio management, legal/compliance ...
The Investment Trade Operations Analyst will support the daily operational activities required to ... The Analyst will work closely with internal teams (portfolio management, legal/compliance ...
The Investment Trade Operations Analyst will support the daily operational activities required to ... The Analyst will work closely with internal teams (portfolio management, legal/compliance ...
The Investment Trade Operations Analyst will support the daily operational activities required to ... The Analyst will work closely with internal teams (portfolio management, legal/compliance ...
The Investment Trade Operations Analyst will support the daily operational activities required to ... The Analyst will work closely with internal teams (portfolio management, legal/compliance ...
Audit Manager - Alternative Investments
$101K - $132K/yr
We are looking for an Audit Manager or Experienced Senior (3+ years) withAlternative Investment Fundsexperience to join our team. In this role you will provide audit and attest services to private ...
Audit Manager - Alternative Investments
$101K - $132K/yr
We are looking for an Audit Manager or Experienced Senior (3+ years) withAlternative Investment Fundsexperience to join our team. In this role you will provide audit and attest services to private ...
Backed by Ares Management Corporation, a leading global alternative asset manager, we offer simple ... Partner cross-functionally with Investments, Treasury, Financial Reporting, Ares Capital, and ...
Backed by Ares Management Corporation, a leading global alternative asset manager, we offer simple ... Partner cross-functionally with Investments, Treasury, Financial Reporting, Ares Capital, and ...
Senior Data Engineer - PL/SQL
Durham, NC · On-site
$102K - $139K/yr
The Role Join a skilled Fidelity's Asset Management Technology team to develop advanced data engineering solutions that power critical investment decisions. This role involves developing scalable ...
Senior Data Engineer - PL/SQL
Durham, NC · On-site
$102K - $139K/yr
The Role Join a skilled Fidelity's Asset Management Technology team to develop advanced data engineering solutions that power critical investment decisions. This role involves developing scalable ...
Senior Data Engineer - PL/SQL
$102K - $139K/yr
The Role Join a skilled Fidelity's Asset Management Technology team to develop advanced data engineering solutions that power critical investment decisions. This role involves developing scalable ...
Senior Data Engineer - PL/SQL
$102K - $139K/yr
The Role Join a skilled Fidelity's Asset Management Technology team to develop advanced data engineering solutions that power critical investment decisions. This role involves developing scalable ...
We are seeking a Senior Manager, Investments (Development) to join our Raleigh, NC or Jacksonville, FL office . Regency's development program continues to grow and currently includes 17 projects and ...
We are seeking a Senior Manager, Investments (Development) to join our Raleigh, NC or Jacksonville, FL office . Regency's development program continues to grow and currently includes 17 projects and ...
We are seeking a Senior Manager, Investments (Development) to join our Raleigh, NC or Jacksonville, FL office . Regency's development program continues to grow and currently includes 17 projects and ...
We are seeking a Senior Manager, Investments (Development) to join our Raleigh, NC or Jacksonville, FL office . Regency's development program continues to grow and currently includes 17 projects and ...
We are seeking a Senior Manager, Investments (Development) to join our Raleigh, NC or Jacksonville, FL office . Regency's development program continues to grow and currently includes 17 projects and ...
We are seeking a Senior Manager, Investments (Development) to join our Raleigh, NC or Jacksonville, FL office . Regency's development program continues to grow and currently includes 17 projects and ...
The Role Working in our Investor Center, you will develop customized financial plans utilizing a ... wealth management partners based on needs and financial complexity * A degree, equivalent ...
The Role Working in our Investor Center, you will develop customized financial plans utilizing a ... wealth management partners based on needs and financial complexity * A degree, equivalent ...
The Role Working in our Investor Center, you will develop customized financial plans utilizing a ... wealth management partners based on needs and financial complexity * A degree, equivalent ...
The Role Working in our Investor Center, you will develop customized financial plans utilizing a ... wealth management partners based on needs and financial complexity * A degree, equivalent ...
... investment management environment. Or, alternatively, Master's degree (or foreign education equivalent) in Computer Science, Engineering, Information Technology, Information Systems, or a closely ...
... investment management environment. Or, alternatively, Master's degree (or foreign education equivalent) in Computer Science, Engineering, Information Technology, Information Systems, or a closely ...
... investment management environment. Or, alternatively, Master's degree (or foreign education equivalent) in Computer Science, Engineering, Information Technology, Information Systems, or a closely ...
... investment management environment. Or, alternatively, Master's degree (or foreign education equivalent) in Computer Science, Engineering, Information Technology, Information Systems, or a closely ...
Investor Services Supervisor
Raleigh, NC · On-site +1
With more than $700 billion in assets under administration, we partner with the world's most forward-thinking investment managers - across private equity, private credit, endowments, hedge funds and ...
Investor Services Supervisor
Raleigh, NC · On-site +1
With more than $700 billion in assets under administration, we partner with the world's most forward-thinking investment managers - across private equity, private credit, endowments, hedge funds and ...
Associate, Investment Risk & Analytics - Principal Asset Allocation
Raleigh, NC · On-site
$127K - $171K/yr
Principal Asset Management is the global investment solutions business for Principal Financial Group ® (Nasdaq: PFG), managing about $740 billion in assets and over 60 years of experience. Principal ...
Associate, Investment Risk & Analytics - Principal Asset Allocation
Raleigh, NC · On-site
$127K - $171K/yr
Principal Asset Management is the global investment solutions business for Principal Financial Group ® (Nasdaq: PFG), managing about $740 billion in assets and over 60 years of experience. Principal ...
Investments Manager information
See Raleigh, NC salary details
$57.4K - $72.5K
18% of jobs
$79.3K is the 25th percentile. Wages below this are outliers.
$72.5K - $87.7K
15% of jobs
$87.7K - $102.8K
14% of jobs
The median wage is $109.1K / yr.
$102.8K - $118K
6% of jobs
$118K - $133.1K
16% of jobs
$145.1K is the 75th percentile. Wages above this are outliers.
$133.1K - $148.3K
6% of jobs
$148.3K - $163.4K
6% of jobs
$163.4K - $178.6K
8% of jobs
$178.6K - $193.7K
5% of jobs
$193.7K - $208.9K
2% of jobs
$208.9K - $224.1K
2% of jobs
$57.4K
$124.2K
$224.1K
How much do investments manager jobs pay per year?
What Does an Investment Manager Do?
An investments manager makes decisions about financial investments on behalf of a company or individual clients. As an investment manager, your duties are to take care of routine activities around investment portfolios, such as buying or selling bonds and securities, monitoring portfolio activity, settling transactions, measuring performance, and reporting to clients. Your responsibilities include following regulatory guidelines and finance law, conducting portfolio evaluations, providing financial advice to your clients, and directly investing capital with the goal of positive returns on investment.
How does an Investments Manager typically collaborate with other departments within a financial organization?
What are the key skills and qualifications needed to thrive as an Investments Manager, and why are they important?
How much do investment managers make?
What does an Investments Manager do?
What does an investment manager actually do?
How much would an investment manager make?
Do investment managers make good money?
What is the difference between Investments Manager vs Financial Analyst?
| Aspect | Investments Manager | Financial Analyst |
|---|---|---|
| Required Credentials | CFP, CFA, or similar certifications often preferred | CFA, CPA, or related finance degrees common |
| Work Environment | Asset management firms, banks, investment companies | Corporations, banks, consulting firms |
| Employer & Industry Usage | Focus on managing investment portfolios and client assets | Focus on analyzing financial data and supporting investment decisions |
Investments Managers primarily oversee investment portfolios and client assets, requiring certifications like CFA. Financial Analysts focus on analyzing financial data to support investment decisions. While both roles work in finance, Investments Managers have a broader client-facing and portfolio management focus, whereas Financial Analysts concentrate on data analysis and reporting.

Deloitte rating
8.1
Based on 91 frontline employees who took The Breakroom Quiz
58th of 150 rated financial services
Job description
As a Manager in Investment Wealth Management, you will help organizations define strategic priorities, solve complex business issues, and drive large-scale transformation initiatives. This role involves working with senior leaders and cross-functional teams to shape growth strategies, improve performance, and deliver measurable business outcomes. The ideal candidate brings structured problem solving, experience leading workstreams, and the ability to translate analysis into actionable recommendations.
Work you'll do
As a Manager on the Investment Wealth Management team, you will be responsible for...
- Leading workstreams for strategy, growth, and transformation engagements across business functions and client priorities
- Conducting market, customer, financial, and operational analyses to inform recommendations and decision-making
- Developing executive-level deliverables, including presentations, business cases, and implementation roadmaps
- Managing day-to-day client interactions and coordinating cross-functional teams to support timely delivery
- Coaching junior team members and overseeing quality of work products across project activities
A successful candidate would possess these skills:
- Ability to work independently and collaborate as part of a team
- Effective written and verbal communication skills
- Meticulous attention to detail and quality of work product
- Ability to build and sustain professional relationships
- Ability to lead projects or workstreams
- Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
- Strong interpersonal skills and professional demeanor
- Ability to meet deadlines
- Ability to mentor and provide clear guidance to others
The team
The Investment Wealth Management team helps clients address enterprise priorities through strategic planning, business analysis, and transformation execution. The team works with leaders across industries to solve complex problems, identify growth opportunities, and improve organizational performance. Professionals in this practice collaborate across functions and bring structured, data-informed approaches to help clients achieve business outcomes.
Required Qualifications
- Bachelors degree
- 8+ years relevant consulting and/or investment management experience
- 8+ years of experience in translating requirements into optimized designs, and identifying design alternatives and implications on functionality, effort, performance and operations
- 8+ years of experience leading smaller engagements or components of large, complex strategy and/or operations transformation engagements
- 8+ years of experience identifying client business issues, owning responsibility for the quality of deliverables, managing stakeholder relationships, and developing persuasive recommendations
- 8+ years of experience collaborating with financial services industry senior executives, and comfort delivering presentations to management.
- 6+ years' experience developing and presenting proposal responses
- Travel up to 50%, based on the work you do and the clients and industries/sectors you serve
- Limited immigration sponsorship may be available
Information for applications with a need for accommodation
https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html
Preferred Qualifications
- 6+ years' experience in one or more of the following various sector packages; Aladdin, Simcorp, Charles River, Fidessa, EZE, Calypso / Murex, Bloomberg AIM, Portware, FlexTrade, FIS, Eagle PACE, IMS Markit EDM, Data Science platform buildout, Ipreo (iLevel and ival), eFront, Investran, Workday, SalesForce, Market Intelligence experience: DST SalesConnect, Market Metrics Matrix, and Fishtank.
- Experience with various phases of the implementation lifecycle, from system selection to implementation sequencing and planning, project management, application & technical design, interface& data conversion, application build, environment management, testing, go live planning, etc.
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $155,600 to $306,800.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Qualifications:As a Manager in Investment Wealth Management, you will help organizations define strategic priorities, solve complex business issues, and drive large-scale transformation initiatives. This role involves working with senior leaders and cross-functional teams to shape growth strategies, improve performance, and deliver measurable business outcomes. The ideal candidate brings structured problem solving, experience leading workstreams, and the ability to translate analysis into actionable recommendations.
Work you'll do
As a Manager on the Investment Wealth Management team, you will be responsible for...
- Leading workstreams for strategy, growth, and transformation engagements across business functions and client priorities
- Conducting market, customer, financial, and operational analyses to inform recommendations and decision-making
- Developing executive-level deliverables, including presentations, business cases, and implementation roadmaps
- Managing day-to-day client interactions and coordinating cross-functional teams to support timely delivery
- Coaching junior team members and overseeing quality of work products across project activities
A successful candidate would possess these skills:
- Ability to work independently and collaborate as part of a team
- Effective written and verbal communication skills
- Meticulous attention to detail and quality of work product
- Ability to build and sustain professional relationships
- Ability to lead projects or workstreams
- Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
- Strong interpersonal skills and professional demeanor
- Ability to meet deadlines
- Ability to mentor and provide clear guidance to others
The team
The Investment Wealth Management team helps clients address enterprise priorities through strategic planning, business analysis, and transformation execution. The team works with leaders across industries to solve complex problems, identify growth opportunities, and improve organizational performance. Professionals in this practice collaborate across functions and bring structured, data-informed approaches to help clients achieve business outcomes.
Required Qualifications
- Bachelors degree
- 8+ years relevant consulting and/or investment management experience
- 8+ years of experience in translating requirements into optimized designs, and identifying design alternatives and implications on functionality, effort, performance and operations
- 8+ years of experience leading smaller engagements or components of large, complex strategy and/or operations transformation engagements
- 8+ years of experience identifying client business issues, owning responsibility for the quality of deliverables, managing stakeholder relationships, and developing persuasive recommendations
- 8+ years of experience collaborating with financial services industry senior executives, and comfort delivering presentations to management.
- 6+ years' experience developing and presenting proposal responses
- Travel up to 50%, based on the work you do and the clients and industries/sectors you serve
- Limited immigration sponsorship may be available
Information for applications with a need for accommodation
https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html
Preferred Qualifications
- 6+ years' experience in one or more of the following various sector packages; Aladdin, Simcorp, Charles River, Fidessa, EZE, Calypso / Murex, Bloomberg AIM, Portware, FlexTrade, FIS, Eagle PACE, IMS Markit EDM, Data Science platform buildout, Ipreo (iLevel and ival), eFront, Investran, Workday, SalesForce, Market Intelligence experience: DST SalesConnect, Market Metrics Matrix, and Fishtank.
- Experience with various phases of the implementation lifecycle, from system selection to implementation sequencing and planning, project management, application & technical design, interface& data conversion, application build, environment management, testing, go live planning, etc.
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $155,600 to $306,800.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Education:Bachelor's DegreeEmployment Type: