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Money Manager Jobs in California (NOW HIRING)

Rocket Money

Legal Project Manager

San Francisco, CA · On-site +1

$75K - $95K/yr

Legal Project Manager ABOUT THE ROLE * Partner closely with attorneys and cross-functional ... Rocket Money, Inc is an Affirmative Action and Equal Opportunity Employer. All qualified applicants ...

Rocket Money

Legal Project Manager

San Francisco, CA · On-site +1

$75K - $95K/yr

Legal Project Manager ABOUT THE ROLE * Partner closely with attorneys and cross-functional ... Rocket Money, Inc is an Affirmative Action and Equal Opportunity Employer. All qualified applicants ...

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All JobsMoney JobsMoney Manager JobsMoney Manager Jobs in California

Money Manager information

See California salary details

$22.7K

$60.5K

$101.2K

How much do money manager jobs pay per year?

As of Sep 2, 2026, the average yearly pay for money manager in California is $60,548.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,400.00 and $68,100.00 per year, depending on experience, location, and employer.

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 the key skills and qualifications needed to thrive as a money manager?

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 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.

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 most commonly searched types of Money jobs in California?

The most popular types of Money jobs in California are:

What cities in California are hiring for Money Manager jobs?

Cities in California with the most Money Manager job openings:

Money Manager jobs near you
Infographic showing various Money Manager job openings in California as of August 2026, with employment types broken down into 90% Full Time, 9% Part Time, and 1% Contract. Highlights an 81% Physical, 2% Hybrid, and 17% Remote job distribution, with an average salary of $60,548 per year, or $29.1 per hour.

Legal Project Manager

Rocket Money

San Francisco, CA • On-site, Remote

$75K - $95K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 11 days ago

Job description

Legal Project Manager
ABOUT THE ROLE
  • Partner closely with attorneys and cross-functional stakeholders to translate legal, compliance, and regulatory requirements into scalable business processes and operational workflows.
  • Lead and coordinate legal team initiatives across Product, Marketing, Operations, Engineering, and other business functions.
  • Optimize and maintain internal processes and workflows that improve efficiency, visibility, and collaboration across teams.
  • Develop, update, and maintain internal guidelines, process documentation, and internal resources.
  • Review customer-facing experiences including product features, partnerships, lifecycle communications, and other initiatives to identify risks before launch.
  • Assist in developing scalable operational controls and monitoring processes that improve visibility into customer experiences and evolving legal and business requirements.
  • Identify opportunities to leverage AI, and automated tooling to streamline legal workflows and reduce manual effort.
  • Partner with internal teams to develop creative solutions that support business objectives and growth while appropriately managing legal and regulatory risk.
  • Assist with legal research and special projects related to financial products, consumer protection, privacy, marketing, and other emerging legal initiatives.
  • Support contract administration and other legal operations initiatives as needed.

ABOUT YOU
  • You have 3+ years of experience in legal operations, project management, compliance, business operations, or a similar cross-functional role.
  • You enjoy bringing structure to ambiguity and are excited by opportunities to build new processes rather than simply follow existing ones.
  • You have experience managing projects across multiple stakeholders while balancing competing priorities and deadlines.
  • You're comfortable interpreting complex legal, regulatory, or operational concepts and communicating them clearly to both legal and business teams.
  • You naturally think in systems and are always looking for ways to improve processes, eliminate inefficiencies, and create scalable solutions.
  • You're excited by new technology and enjoy exploring how AI, automation, and internal tools can improve the way work gets done.

Additional Positive Skills
  • Experience working in fintech, financial services, or another highly regulated industry.
  • Familiarity with consumer protection, advertising, privacy, or financial services regulations is a plus.
  • Experience with tools like Figma, Airtable, Notion, or similar tools

WE OFFER
  • Health, Dental & Vision Plans
  • Life Insurance
  • Long/Short Term Disability
  • Competitive Pay
  • 401k Matching
  • Team Member Stock Purchasing Program (TMSPP)
  • Learning & Development Opportunities
  • Tuition Reimbursement
  • Unlimited PTO
  • Daily Lunch, Snacks & Coffee (in-office only)
  • Commuter benefits (in-office only)

Salary range: $75,000 - $95,000/year + bonus + benefits. Base pay may vary depending on knowledge, skill, and experience.
Rocket Money, Inc is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
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About Rocket Money

Sourced by ZipRecruiter

Rocket Money's mission is to empower people to live their best financial lives. Rocket Money offers members a unique understanding of their finances and a suite of valuable services that save them time and money - ultimately giving them a leg up on their financial journey.

Industry

Finance and insurance

Company size

51 - 200 Employees

Headquarters location

Silver Spring, MD, US

Year founded

2015

Social media

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