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Money Manager Jobs (NOW HIRING)

PAPER TIGRESS PERSONAL FINANCE CARE

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Daily Money Manager

Kennett Square, PA · On-site

$60K - $70K/yr

Daily Money Manager Location: Delaware and Pennsylvania Company: Paper Tigress Employment Type: Full-time About Us Paper Tigress is a personal finance care firm dedicated to supporting individuals ...

PAPER TIGRESS PERSONAL FINANCE CARE

Be Seen First

Daily Money Manager

Kennett Square, PA · On-site

$60K - $70K/yr

Daily Money Manager Location: Delaware and Pennsylvania Company: Paper Tigress Employment Type: Full-time About Us Paper Tigress is a personal finance care firm dedicated to supporting individuals ...

BNY

Specialist, Client Service Management II

Berwyn, PA

$16.25 - $21.50/hr

Money Manager Data team is responsible for the completion and coordination of the configuration of Third Party Money Managers onto Pershing's managed account platform, as well maintain the ...

BNY

Specialist, Client Service Management II

Berwyn, PA

$16.25 - $21.50/hr

Money Manager Data team is responsible for the completion and coordination of the configuration of Third Party Money Managers onto Pershing's managed account platform, as well maintain the ...

Mariner Finance

Senior Wealth Manager

New York, NY · On-site

Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning * Previous experience with high net worth or ultra-high net ...

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Money Manager information

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$23K

$61.4K

$102.5K

How much do money manager jobs pay per year?

As of Jun 7, 2026, the average yearly pay for money manager in the United States is $61,351.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,000.00 and $69,000.00 per year, depending on experience, location, and employer.

What is the difference between Money Manager vs Financial Advisor?

AspectMoney ManagerFinancial Advisor
CredentialsMay hold certifications like CFA, CFP, or CPATypically CFP, CFA, or other financial planning certifications
Work EnvironmentOften works for investment firms, banks, or independently managing client portfoliosWorks for financial planning firms, banks, or independently advising clients
Primary FocusManaging investment portfolios and assetsProviding comprehensive financial planning and advice
Client InteractionFocuses on investment management for clientsOffers broader financial advice including retirement, estate, and tax planning

While both roles involve managing finances, a Money Manager primarily focuses on investment portfolio management, whereas a Financial Advisor provides comprehensive financial planning services. The choice depends on whether clients need investment management or broader financial guidance.

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

To thrive as a Money Manager, you need a strong background in finance, investment analysis, and portfolio management, usually supported by a relevant degree and certifications like CFA or CFP. Familiarity with financial modeling software, portfolio management systems, and market research tools is crucial. Exceptional analytical thinking, decision-making, and clear communication skills help you build trust with clients and make sound investment choices. These skills ensure effective asset growth, risk mitigation, and client satisfaction in a competitive financial environment.

What is a Money Manager?

A Money Manager is a professional who manages investment portfolios on behalf of individuals or organizations. Their primary responsibilities include making investment decisions, buying and selling securities, and monitoring portfolio performance to achieve specific financial goals. Money Managers use their expertise to analyze markets, assess risk, and develop strategies tailored to their clients' needs. They may work independently or for financial institutions such as banks, investment firms, or mutual funds.

What are some common challenges Money Managers face when balancing client objectives with market volatility?

Money Managers often encounter the challenge of aligning clients' long-term financial goals with the unpredictable nature of financial markets. This requires clear communication to manage expectations, frequent portfolio reviews, and adaptive investment strategies. Money Managers must also stay updated on market trends and regulatory changes to make informed decisions, all while maintaining trust and transparency with their clients.
More about Money Manager jobs
What cities are hiring for Money Manager jobs? Cities with the most Money Manager job openings:
What are the most commonly searched types of Money jobs? The most popular types of Money jobs are:
What states have the most Money Manager jobs? States with the most job openings for Money Manager jobs include:
Money Manager jobs near you
Infographic showing various Money Manager job openings in the United States as of May 2026, with employment types broken down into 84% Full Time, 15% Part Time, and 1% Contract. Highlights an 93% Physical, and 7% Remote job distribution, with an average salary of $61,351 per year, or $29.5 per hour.

Part-Time Daily Money Manager

MINDFUL MONEY MANAGEMENT LLC

Potomac, MD • On-site

$34 - $38/hr

Part-time

Retirement

Posted 3 days ago

Job description

Are you looking for a career where your financial acumen can directly improve the daily lives of others? We are seeking dedicated and highly skilled professionals to join our small but impactful team as Daily Money Managers. Serving seniors and others with disabilities across Montgomery County and Washington, D.C., we provide essential financial support that helps individuals maintain control over their daily financial lives.
This role is not about complex investment strategies or portfolio management. Instead, it is about delivering practical, compassionate, and consistent financial caregiving. See our website for more about what we do.
As a Daily Money Manager, you will serve as a trusted financial partner—offering clarity, structure, and empathy in everyday financial situations. Your responsibilities may include creating and managing personal budgets, organizing financial records, preparing documentation for tax or legal purposes, and supporting clients through transitions such as retirement, disability, or caregiving. 
We are a small, collaborative team of 4 professionals committed to excellence in both service and practice. We value integrity, kindness, and commitment to learning new things. Candidates must have strong organizational skills, ability to work independently, understanding of personal finance, and must love using technology. Proficiency with Microsoft Excel and Word is essential and experience with financial software such as Quicken, Monarch or QuickBooks is preferred.
To be eligible, you must reside in Montgomery County, Maryland, or Washington, D.C., and be able to drive within a 30-minute drive of your home. A valid driver’s license and auto insurance are required. Work is conducted during weekday hours (9:00 a.m. – 5:00 p.m.)in clients' homes and from your home, with a minimum availability of 25 hours per week. You must have at least 5 years of professional experience.
We offer a collegial environment where growth into a leadership position is encouraged! Opportunities for advancement are available based on performance and demonstrated dedication. Our team fosters a culture of mutual respect, continuous learning, and shared purpose.
Benefits include:
- Flexible scheduling with some of the work being remote
- Competitive compensation
- IRA with company match
- Meeting interesting people
 
This is more than a job—it is a meaningful opportunity to support individuals in achieving financial safety and peace of mind. If you are a compassionate, detail-oriented professional with a strong foundation in personal finance and a genuine desire to make a lasting difference in people’s lives, we invite you to apply.