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Manager Investment Operations Jobs in Rohnert Park, CA

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Manager Investment Operations information

See Rohnert Park, CA salary details

$34.3K

$70.3K

$131.3K

How much do manager investment operations jobs pay per year?

As of Aug 9, 2026, the average yearly pay for manager investment operations in Rohnert Park, CA is $70,292.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,400.00 and $85,800.00 per year, depending on experience, location, and employer.

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

To thrive as a Manager Investment Operations, you need expertise in investment operations, portfolio administration, and a strong understanding of financial markets, typically backed by a finance degree and relevant experience. Familiarity with investment management systems (like Bloomberg, SimCorp, or Charles River), trade settlement platforms, and often certifications such as CFA or CIPM are highly valued. Outstanding analytical skills, attention to detail, leadership, and effective communication set exceptional candidates apart. These skills ensure accurate transaction processing, regulatory compliance, and efficient operational workflows critical to supporting investment strategies.

What is a manager investment operations?

A Manager of Investment Operations oversees the day-to-day processes related to managing investment portfolios, including trade settlements, reconciliations, reporting, and ensuring regulatory compliance. They supervise teams that handle the operational aspects of investment transactions, making sure that all procedures are efficient and accurate. This role acts as a bridge between portfolio managers, traders, and back-office staff to ensure smooth execution and record-keeping. Their responsibilities also include implementing process improvements, managing risk, and liaising with custodians, auditors, and other stakeholders.

What are some common challenges faced by a manager investment operations, and how can they be effectively addressed?

A Manager Investment Operations often faces challenges such as ensuring accurate and timely trade settlements, managing operational risks, and maintaining compliance with evolving regulations. These can be addressed by implementing robust internal controls, leveraging advanced technology for automation, and fostering clear communication channels across teams. Collaborating closely with portfolio managers, compliance officers, and external custodians is essential to proactively identify and resolve issues. Staying updated on industry best practices and regulatory changes also helps maintain efficiency and compliance.

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

AspectManager Investment OperationsInvestment Analyst
CredentialsTypically requires a bachelor's degree in finance, economics, or related field; certifications like CFA are commonUsually holds a bachelor's degree; CFA or similar certifications are advantageous but not always required
Work EnvironmentOversees operational teams, manages processes, and ensures compliance within investment firmsConducts research, analyzes data, and supports investment decision-making
Employer & Industry UsageCommonly employed in asset management firms, hedge funds, and investment banksFound across investment firms, banks, and financial advisory companies

The Manager Investment Operations focuses on overseeing the operational aspects of investment processes, managing teams, and ensuring compliance. In contrast, the Investment Analyst primarily conducts research and analysis to support investment decisions. Both roles require strong financial knowledge and certifications like CFA, but differ in responsibilities and daily tasks.

What are popular job titles related to Manager Investment Operations jobs in Rohnert Park, CA? For Manager Investment Operations jobs in Rohnert Park, CA, the most frequently searched job titles are:
What job categories do people searching Manager Investment Operations jobs in Rohnert Park, CA look for? The top searched job categories for Manager Investment Operations jobs in Rohnert Park, CA are:
What cities near Rohnert Park, CA are hiring for Manager Investment Operations jobs? Cities near Rohnert Park, CA with the most Manager Investment Operations job openings:
Manager Investment Operations jobs near you

Investment Coordinator

Redwood Credit Union

Santa Rosa, CA

Full-time

Re-posted 13 days ago

Job description

Redwood Credit Union is looking for an Investment Coordinator will be a productive contributor to the Wealth Management department.  Under limited supervision, provide administrative support to Advisors in the Wealth Management department, while delivering superior service to Members and internal team members in a courteous, professional, and efficient manner.  
 
Key Responsibilities
Member Service:
o Provide exceptional service to all internal and external Members and partners.
o Call Members referred to the Wealth Management department by branch, Member Service Center, or other referrals.
o Make and receive calls from Members to assist with questions, investment transactions and problem resolution.
o Ensure maximum flexibility to relieve and/or assist in a variety of functions as needed.
o Responsible for relationship building, including working with existing Investment Members and potential Investment Members.
o Assist Advisors and department team members with service-related matters.
o Identify issues requiring escalation to Financial Advisor or department management.
Administrative:
o Maintain a high degree of accuracy and accountability in support of all Financial Advisors, investment Member clients, and Member prospects.
o Submit required trade documentation to broker dealer to meet regulation-mandated deadlines.
o Ensure all required account documents are acquired, updated, and scanned to Members’ Investment account.
o Appropriately plan and organize daily work and projects, anticipating workload and foreseeing obstacles.
o Maintain confidentiality of correspondence, documents, discussions, meetings, and telephone calls.
o Proficiently utilize the broker dealer provided platform, if applicable, to process Member investment requests and update account information.
o Follow up on outstanding requests to ensure timely processing of investment requests.
o Sort, distribute, and process interoffice mail and incoming mail.
o Organize and maintain electronic storage system for department files to ensure proper storage.
o Perform duties specific to reporting/marketing/operations as assigned.
o Remain compliant to with FINRA, SEC and other Self Regulator Organization or Federal regulations when working with clients, 3rd party Vendors, and other team members.
o Coordinate and assemble Member mailings as directed.
o Assist in coordinating seminars, Member appreciation and other community events for the Wealth Management Department.
Other Functions:
o Lend clerical and administrative support to other managers – SVP Wealth, Insurance and Deposit Services, VP Wealth Management, Deposit Products Manager, or other members of the Leadership Team as assigned.
o Perform other duties as assigned.
 
Join us and discover why you'll love working at Redwood Credit Union!
 
ABOUT REDWOOD CREDIT UNION (RCU):
At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supporting the financial well-being of our Members through better rates, low or no fees, and best-in-class customer service. Our purpose is to inspire hope and elevate the financial well-being of our communities one person at a time, through good times and bad.
 
As a not-for-profit financial institution, we are committed to a people-first approach, which is reflected not only in how we serve our Members, but also in how we treat our employees. Our leadership team is deeply focused on fostering a culture of heart and empathy, integrity, passion, inclusion, meaningful relationships, excellence, and ensuring financial well-being for all. 
 
Why work for Redwood Credit Union?
•  25th largest credit union in the U.S. and the largest financial institution based in the North Bay
•   Recognized by Newsweek as one of "America's Best Credit Unions 2026"
•   Awarded a 5-Star Bauer Rating
•  Recognized by Newsweek as one of "America's Greatest Midsize Workplaces 2025"
•   Top Corporate Philanthropists (#24) - San Francisco Business Times
•   Voted Best Places to Work in the North Bay 20 years in a row
•   World-class Employee Engagement scores
•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate
•   Industry leading Net Promoter Scores across the U.S.
                         
Minimum Qualification: Knowledge, Skills and Abilities
  • Knowledge of all account types and ownership types used in financial institutions.
  • Working knowledge of modern office administration techniques, methods, and equipmentoperation.
  • Working knowledge of terminology related to investment products and various accounttypes.
  • Ability to learn and work within FINRA guidelines.
  • Ability to successfully pass background check with broker-dealer.
  • Skill in the operation of a PC with the use of word processing, spreadsheets, and databases software programs, with internet and intranet access.
  • Excellent oral and written communication skills.
  • Excellent organizational skills.
  • Ability to prioritize and successfully manage multiple tasks and deadlines simultaneously.
  • Ability to implement and execute assigned tasks with limited supervision.
  • Ability to effectively research data.
  • Ability to distinguish and manage confidential material and information.
  • Ability to establish and maintain effective working relationships with a diverse group of people.
  • Ability and desire to work in a team environment.
The ideal candidate has a combination of education and experience equivalent to an associate degree, with a minimum of one year of related administrative or operational experience. Credit Union/bank experience preferred.
 
Compensation: Base starting range: $24.00 to $31.00 per hour commensurate with experience.
Our base salary starting range is based on scope and responsibilities of the position, candidate's work experience, education/training, key skills, and internal peer equity. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.
 
Redwood Credit Union offers a robust benefits package to our eligible employees including:
•  Competitive medical, dental, and vision insurance, mental health offerings
•  Employee performance incentive plan
• Salary Advancement– Merit increase based on performance
• 401(k) program with employer match
• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!
 
RCU Discounts and Perks:
• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans
• RCU employees are eligible for a 1% discount on all recreational or boat loan products
• 2% discount off Visas and LOC Loans through RCU
• 0% interest loan to support employees with various immigration related expenses such as visa application fees and relocation costs. Loan amount up to $1,000.
• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.
• 0% interest on garment, fitness, or home office equipment loan of up to $500
• 100% financing for employee purchased homes!
 
Physical Requirements:
• Ability to stand, bend, stoop, sit, walk, twist, and turn.
• Ability to lift up to 20 pounds.
• Ability to use a computer keyboard and calculator.
• Work environment is indoors; majority of the time is spent sitting at a desk.
 
*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position. 
 
Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET. 
                                                  
                                                  We are an Equal Opportunity Employer

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us at careers@redwoodcu.org. To ensure fairness and consistency, we’re unable to respond to individual inquiries about application status.