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Money Manager Jobs in California (NOW HIRING)

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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 4, 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:

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.

ICMS Case Manager

COALITION FOR RESPONSIBLE COMMUNITY DEV

Los Angeles, CA โ€ข On-site

$50K - $55K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 29 days ago


Job description

Description:

POSITION SUMMARY

Under the direction of the Manager of Housing Based Support Services, the ICMS Case Manager will be responsible for providing coordinated Case Management and Supportive Services for formerly homeless individuals diagnosed with special needs. The ICMS Case Manager will deliver services on-site to tenants who reside at our newly developed multi-unit permanent supportive housing complex. The Case Manager will also help link clients to services which include but not limited to life skills workshops, money management, educational attainment, access to health services, counseling, job training and placement opportunities and resident activity coordination

ESSENTIAL DUTIES & RESPONSIBILITIES

  • Work with each tenant to conduct an initial housing intake and needs assessment
  • Assist tenants in determining personal goals and plans to achieve such goals through the development of the Individual Service Plan (ISP)
  • Work with any pre-existing conditions and/or obstacles for clients to facilitate all housing related processes being completed in a timely fashion.
  • Conduct a minimum of two face-to-face contacts with each tenant monthly
  • Conduct quarterly meetings with each tenant to discuss tenant’s progress and accomplishments as evidenced by Individualized Stability Plans
  • Act as a liaison among the Property Manager, the property management company, the tenant, and the primary mental health provider to facilitate the communication of concerns that could jeopardize the tenant’s residency
  • Provide information and instruction to clients regarding Fair Housing, tenant rights and responsibilities, observation of rental agreement and property rules
  • Act as a liaison and coordinate linkage to services with numerous public social service agencies and community providers, assist in achieving and sustaining independence: employment and education/ training activities, money management counseling and legal and benefits counseling
  • Assist clients in obtaining rental assistance: move-in/eviction prevention services
  • Address tenant grievances, mediate resident disputes and resolve any issues with property management that might affect the client’s tenancy
  • Enforce housing rules in collaboration with property management
  • Work with Resident Services Coordinator to develop workshop opportunities on relevant topics including housekeeping, money management, parenting, daily living skills (including transportation, training in self-advocacy/community accessibility) needed to maintain housing and achieve independence
  • Data collection/entry into DHS CHAMP’s database to document client progress, assemble reports and evaluate program
  • Organization and management of client files
  • Monitor status of tenants who have moved into housing and prepare tenants who are deemed ready to transition to mainstream non-supportive housing
  • Comply with the directives as it relates to necessary documentation and reporting requirements as per the service contract
  • Compile and submit monthly progress reports to track the tenants’ residency status and the supportive services which have been provided to them
  • Uphold CRCD’s Mission Statement and 5 Year Strategic Plan


Requirements:


  • 1-2 years of experience or related work and BA Degree
  • Experience working with youth experiencing homelessness and housing instability, and/or experience in foster care, probation, mental health systems.
  • Reliable, flexible team player who works well with minimal supervision, who has a good work ethic, and an ability to set and maintain personal boundaries.
  • Reliable transportation: valid driver's license, and car insurance as required by law, as appropriate.
  • Proficient in Microsoft Office suite required.
  • This is not a work from home position. This role reports to the office 5 days a week.


SALARY

$50,000.00 - $55,000.00 annually

CRCD is in the top 10% for excellent benefits for non-profits with an array of benefits available including:


BENEFITS

14 Paid Holidays

On-Demand training memberships to bolster professional development

Dental/Vision/ 85% employer-paid & 40% dependent paid Medical Insurance

401k eligibility from day one & up to 3% matching after one year

529 Educational Savings Plan from Principle

Flexible Spending Account (FSA)

Short & Long Term Disability

Accident & Hospital Indemnity

Whole life insurance with cash benefits

Identity Theft Protection and Legal Services

Discount pet insurance through ASPCA

Generous work/life balance


All candidates are subject to pass background check conducted by Los Angeles County. CRCD is an Equal Opportunity Employer is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation. Please direct requests for Reasonable Accommodations to the interview scheduler at the time the interview is being scheduled. You may direct any additional questions regarding Reasonable Accommodations or Equal Employment Opportunity for this position(s) to the EEO/ADA Coordinator. EEO /ADA Coordinator contact: Veronica Garcia (213) 743-6193