Program/Portfolio Manager
Malvern, PA · On-site
... Personal Investor) and Advised clients. • Good understand of a multi-cloud (AWS and Azure) and data exchanges between them. • Ability to lead the TCS team in Business Planning exercises where ...
Program/Portfolio Manager
Malvern, PA · On-site
... Personal Investor) and Advised clients. • Good understand of a multi-cloud (AWS and Azure) and data exchanges between them. • Ability to lead the TCS team in Business Planning exercises where ...
Role Summary As a Financial Consultant in Personal Investors, you consult with individual investors to develop a plan of action for their financial needs. You will utilize your licenses, designations ...
Role Summary As a Financial Consultant in Personal Investors, you consult with individual investors to develop a plan of action for their financial needs. You will utilize your licenses, designations ...
Role Summary As a Financial Consultant in Personal Investors, you consult with individual investors to develop a plan of action for their financial needs. You will utilize your licenses, designations ...
Role Summary As a Financial Consultant in Personal Investors, you consult with individual investors to develop a plan of action for their financial needs. You will utilize your licenses, designations ...
Role Summary As a Financial Consultant in Personal Investors, you consult with individual investors to develop a plan of action for their financial needs. You will utilize your licenses, designations ...
Role Summary As a Financial Consultant in Personal Investors, you consult with individual investors to develop a plan of action for their financial needs. You will utilize your licenses, designations ...
A Role Summary As a Financial Consultant in Personal Investors, you consult with individual investors to develop a plan of action for their financial needs. You will utilize your licenses ...
A Role Summary As a Financial Consultant in Personal Investors, you consult with individual investors to develop a plan of action for their financial needs. You will utilize your licenses ...
Investor Relations Manager
San Diego, CA · Hybrid
$140K - $160K/yr
Experience working with clients who provide sensitive personal financial information. * Strong ... General knowledge of real estate investments, including underwriting, legal structures, tax ...
Investor Relations Manager
San Diego, CA · Hybrid
$140K - $160K/yr
Experience working with clients who provide sensitive personal financial information. * Strong ... General knowledge of real estate investments, including underwriting, legal structures, tax ...
Investor Relations Manager
Garden Grove, CA · On-site
$140K - $180K/yr
Harbinger may use your Candidate Personal Data for the purposes of (i) tracking interactions with our recruiting system; (ii) carrying out, analyzing and improving our application and recruitment ...
Investor Relations Manager
Garden Grove, CA · On-site
$140K - $180K/yr
Harbinger may use your Candidate Personal Data for the purposes of (i) tracking interactions with our recruiting system; (ii) carrying out, analyzing and improving our application and recruitment ...
Investor Relations Associate
Austin, TX · On-site
$65K/yr
The Investor Relations Associate will get to know every active investor in Texas and help ... Personal health, vision and dental insurance paid 100% by Capital Factory * Additional benefits ...
Investor Relations Associate
Austin, TX · On-site
$65K/yr
The Investor Relations Associate will get to know every active investor in Texas and help ... Personal health, vision and dental insurance paid 100% by Capital Factory * Additional benefits ...
Investor Relations Associate
Austin, TX · On-site
$65K/yr
Personal health, vision and dental insurance paid 100% by Capital Factory * Additional benefits ... investor in Texas since 2010.
Investor Relations Associate
Austin, TX · On-site
$65K/yr
Personal health, vision and dental insurance paid 100% by Capital Factory * Additional benefits ... investor in Texas since 2010.
$65K/yr
The Investor Relations Associate will get to know every active investor in Texas and help ... Personal health, vision and dental insurance paid 100% by Capital Factory * Additional benefits ...
$65K/yr
The Investor Relations Associate will get to know every active investor in Texas and help ... Personal health, vision and dental insurance paid 100% by Capital Factory * Additional benefits ...
Investor Relations Associate
Austin, TX · On-site
$65K/yr
Personal health, vision and dental insurance paid 100% by Capital Factory * Additional benefits ... investor in Texas since 2010.
Quick apply
Investor Relations Associate
Austin, TX · On-site
$65K/yr
Personal health, vision and dental insurance paid 100% by Capital Factory * Additional benefits ... investor in Texas since 2010.
Personal health, vision and dental insurance paid 100% by Capital Factory * Additional benefits ... investor in Texas since 2010.
Personal health, vision and dental insurance paid 100% by Capital Factory * Additional benefits ... investor in Texas since 2010.
Investor Relations Associate
Austin, TX · On-site
The Investor Relations Associate will get to know every active investor in Texas and help ... Personal health, vision and dental insurance paid 100% by Capital Factory * Additional benefits ...
Investor Relations Associate
Austin, TX · On-site
The Investor Relations Associate will get to know every active investor in Texas and help ... Personal health, vision and dental insurance paid 100% by Capital Factory * Additional benefits ...
Investment Lead
Port Washington, NY · On-site
$100K - $200K/yr
This position will manager our surplus funds and the CEO's personal financial assets, providing strategic investment analysis, portfolio management, and data-driven recommendations to optimize ...
Investment Lead
Port Washington, NY · On-site
$100K - $200K/yr
This position will manager our surplus funds and the CEO's personal financial assets, providing strategic investment analysis, portfolio management, and data-driven recommendations to optimize ...
As an Investor Relations Specialist here at Honeywell, you will provide essential administrative ... Parental Leave, Paid Time Off (for vacation, personal business, sick time, and parental leave), and ...
As an Investor Relations Specialist here at Honeywell, you will provide essential administrative ... Parental Leave, Paid Time Off (for vacation, personal business, sick time, and parental leave), and ...
Investor Services Supervisor
Bellingham, WA · On-site
$80K - $120K/yr
Strong knowledge of financial products and personal finance, and proficiency with Investor Services departmental processes. * Proven ability to motivate, develop, and lead a team in a high‑volume ...
Quick apply
Investor Services Supervisor
Bellingham, WA · On-site
$80K - $120K/yr
Strong knowledge of financial products and personal finance, and proficiency with Investor Services departmental processes. * Proven ability to motivate, develop, and lead a team in a high‑volume ...
Investor Relations Manager
San Diego, CA · On-site
Experience working with clients who provide sensitive personal financial information. * Strong ... General knowledge of real estate investments, including underwriting, legal structures, tax ...
Investor Relations Manager
San Diego, CA · On-site
Experience working with clients who provide sensitive personal financial information. * Strong ... General knowledge of real estate investments, including underwriting, legal structures, tax ...
Director, Investor Relations
Houston, TX · On-site
... personal life and care for their families so they can focus on contributing to the fullest. The ... Leads and mentors the investor relations team and designs the company's investor communications ...
Director, Investor Relations
Houston, TX · On-site
... personal life and care for their families so they can focus on contributing to the fullest. The ... Leads and mentors the investor relations team and designs the company's investor communications ...
Investor Relations Manager
San Diego, CA · On-site
Experience working with clients who provide sensitive personal financial information. * Strong ... General knowledge of real estate investments, including underwriting, legal structures, tax ...
Investor Relations Manager
San Diego, CA · On-site
Experience working with clients who provide sensitive personal financial information. * Strong ... General knowledge of real estate investments, including underwriting, legal structures, tax ...
Manager, Investor Relations
Maplewood, MN · On-site
Job Title Manager, Investor Relations Collaborate with Innovative 3Mers Around the World Choosing where to start and grow your career has a major impact on your professional and personal life, so it ...
Manager, Investor Relations
Maplewood, MN · On-site
Job Title Manager, Investor Relations Collaborate with Innovative 3Mers Around the World Choosing where to start and grow your career has a major impact on your professional and personal life, so it ...
Personal Investor information
See salary details
$49.1K is the 25th percentile. Wages below this are outliers.
$45K - $49.8K
29% of jobs
The median wage is $53.8K / yr.
$49.8K - $54.5K
25% of jobs
$54.5K - $59.3K
0% of jobs
$59.3K - $64.1K
0% of jobs
$64.1K - $68.9K
0% of jobs
$68.9K - $73.6K
0% of jobs
$73.6K - $78.4K
0% of jobs
$78.4K - $83.2K
9% of jobs
$87.6K is the 75th percentile. Wages above this are outliers.
$83.2K - $88K
13% of jobs
$88K - $92.7K
11% of jobs
$92.7K - $97.5K
13% of jobs
$45K
$69.8K
$97.5K
How much do personal investor jobs pay per year?
As of Sep 11, 2026, the average yearly pay for personal investor in the United States is $69,759.00, according to ZipRecruiter salary data. Most workers in this role earn between $49,500.00 and $90,000.00 per year, depending on experience, location, and employer.
What are popular job titles related to Personal Investor jobs?
For Personal Investor jobs, the most frequently searched job titles are:
Program/Portfolio Manager
Malvern, PA • On-site
ClifyX
• Recruiting and Staffing Services • 51 - 200 employees51 - 200 employees
Full-time
Re-posted 5 days ago
Job description
Job Summary:
ClifyX is a company seeking a Program/Portfolio Manager to manage their CRM portfolio. The role involves engaging with functional and technology leaders to ensure collaboration and secure growth for the portfolio.
Responsibilities:
• Manage the overall CRM Portfolio
• Engage with Functional and Technology leaders from the client and TCS side to ensure there is a strong collaboration
• Secure growth of the portfolio for 2027
• Be the trusted partner for client
Qualifications:
Required:
• Must have a CRM background (client uses MS Dynamics but any other CRM knowledge would work too).
• Understanding of CoPilot and/or some AI/GenAI offerings in CRM.
• Understanding of a Capital Market client, specifically Self Directed (a.k.a Retail or Personal Investor) and Advised clients.
• Good understand of a multi-cloud (AWS and Azure) and data exchanges between them.
• Ability to lead the TCS team in Business Planning exercises where business and technology teams plan and prepare the roadmap for upcoming quarters.
• Ability to translate functional discussions into technology deliverables.
• Manage the overall CRM Portfolio.
• Engage with Functional and Technology leaders from the client and TCS side to ensure there is a strong collaboration.
• Secure growth of the portfolio for 2027.
• Be the trusted partner for client.
Company:
ClifyX provides innovative business solutions which satisfy requirements for mission-critical reliability, scalability, interoperations. Founded in 1998, the company is headquartered in South Plainfield, USA, with a team of 501-1000 employees. The company is currently Late Stage.
ClifyX is a company seeking a Program/Portfolio Manager to manage their CRM portfolio. The role involves engaging with functional and technology leaders to ensure collaboration and secure growth for the portfolio.
Responsibilities:
• Manage the overall CRM Portfolio
• Engage with Functional and Technology leaders from the client and TCS side to ensure there is a strong collaboration
• Secure growth of the portfolio for 2027
• Be the trusted partner for client
Qualifications:
Required:
• Must have a CRM background (client uses MS Dynamics but any other CRM knowledge would work too).
• Understanding of CoPilot and/or some AI/GenAI offerings in CRM.
• Understanding of a Capital Market client, specifically Self Directed (a.k.a Retail or Personal Investor) and Advised clients.
• Good understand of a multi-cloud (AWS and Azure) and data exchanges between them.
• Ability to lead the TCS team in Business Planning exercises where business and technology teams plan and prepare the roadmap for upcoming quarters.
• Ability to translate functional discussions into technology deliverables.
• Manage the overall CRM Portfolio.
• Engage with Functional and Technology leaders from the client and TCS side to ensure there is a strong collaboration.
• Secure growth of the portfolio for 2027.
• Be the trusted partner for client.
Company:
ClifyX provides innovative business solutions which satisfy requirements for mission-critical reliability, scalability, interoperations. Founded in 1998, the company is headquartered in South Plainfield, USA, with a team of 501-1000 employees. The company is currently Late Stage.
About ClifyX
Sourced by ZipRecruiter
ClifyX is a well-established player in the IT Services sector that specializes in providing result-oriented technological solutions to a wide range of industrial verticals. Based in South Plainfield, New Jersey, ClifyX offers a comprehensive selection of IT services that include project staffing, application development, professional consulting, and other IT-based solutions. While the company's website, clifyx.com, does not divulge the exact founding date, it is clear that ClifyX has grown into a renowned name within their domain, thanks to their unwavering commitment to innovative practices. The company's mission statement revolves around harnessing the power of technology to assist their clientele in steering their respective businesses towards success.
Industry
Recruiting and staffing services
Company size
51 - 200 Employees
Headquarters location
South Plainfield, NJ, US
Year founded
1998