Top 255 Investment manager Jobs in San Francisco, Ca

Investment Consultant - Relationship Manager
Morgan Stanley —San Francisco, CA
- $68,000 - $135,000 a year
- Full-time
- 5 years
- Office
- Business development
Sr. Startup Investor Manager, Universities, AWS Accelerators and Institutes
Amazon Web Services, Inc. —San Francisco, CA
- $162,700 - $220,200 a year
- Full-time
- Azure
- AWS
- Bachelor's degree
- AD&D insurance
- Health insurance
Sr. Business Development Manager, AWS Private Equity, AWS Private Equity
Amazon Web Services, Inc. —San Francisco, CA
- $162,700 - $220,200 a year
- Full-time
- 7 years
- AWS
- Bachelor's degree
- AD&D insurance
- Health insurance
Manager, Data Center Investment and Partnerships
Meta —San Francisco, CA
- $170,000 - $238,000 a year
- 5 years
- Finance
- Analysis skills
Energy Portfolio Manager, Energy Supply and Interconnection Contracts
Meta —San Francisco, CA
- $160,000 - $232,000 a year
- Google Workspace
- 6 years
- Analysis skills
Senior Project Manager for the Netherlands Foreign Investment Agency
Consulate General of the Kingdom of the Netherlands —San Francisco, CA
- From $9,756 a month
- Full-time
- English
- Research
- Office
- Health insurance
- Dental insurance
Quick Apply
Private Client Relationship Manager
Capital Group Companies —San Francisco, CA
- $151,000 - $189,000 a year
- Full-time
- Bachelor's degree
- Team management
- Senior level
- Health insurance
- Benefits from day one
Senior Manager, Investment Management
Lightsource BP —San Francisco, CA
- $160,000 - $180,000 a year
- Hybrid work
- Engineering
- Office
- 3 years
- Commuter assistance
- Paid holidays
Senior Startup Investor Manager, VC, AWS, Startup Investor Management
Amazon Web Services, Inc. —San Francisco, CA
- $162,700 - $220,200 a year
- Full-time
- 7 years
- Fair chance
- Experience equivalent to degree accepted
- AD&D insurance
- Health insurance
Investment Management - Business Strategy Manager
Deloitte —San Francisco, CA
- $155,600 - $306,800 a year
- Full-time
- Up to 50% travel
- Research
- Analysis skills
AI Partnerships Manager
Ramp —San Francisco, CA
- $220,000 - $330,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Home Health
- Fair chance
- Travel reimbursement
- AD&D insurance
Operations and Oversight Manager
Natixis Investment Managers —San Francisco, CA
- $110,000 - $155,000 a year
- Full-time
- Hybrid work
- 7 years
- Microsoft Excel
- Office
- Loan repayment program
- Health insurance
6d
Finance Manager, Products & Technology
Okta —San Francisco, CA
- $128,000 - $197,000 a year
- Hybrid work
- 5 years
- Office
- Finance
- Health insurance
- Dental insurance
Asset & Wealth Management, MAS - Custom Models – Lead Portfolio Manager, Vice President - San Francisco
Goldman Sachs —San Francisco, CA
- $125,000 - $290,000 a year
- Full-time
- Office
- 8 years
- Bachelor's degree
- Disability insurance
- Health insurance
Corporate strategic finance manager
Watershed Technology —San Francisco, CA
- $147,600 - $164,000 a year
- Full-time
- Hybrid work
- 6 years
- Office
- Senior level
Fund Finance Relationship Manager
Piermont Bank —San Francisco, CA
- $180,000 - $225,000 a year
- Remote
- 5 years
- Office
- Finance
- Health insurance
- Dental insurance
Strategic Finance Manager
SmithRx —San Francisco, CA
- $127,500 - $150,000 a year
- Remote
- 5 years
- Office
- Analysis skills
- Commuter assistance
- Paid parental leave
Quick Apply
2d
Trading, Investment & Optimization - QuantAI Full Stack Manager (Hybrid)
Accenture —San Francisco, CA
- $87,400 - $253,000 a year
- Full-time
- Management
- Computer Science
- 5 years
- Paid holidays
- Disability insurance
Top Partner Manager, Financial Services
Google —San Francisco, CA
- $140,000 - $204,000 a year
- Full-time
- 7 years
- Sales
- Office
Strategic Finance Manager
Reflection —San Francisco, CA
- Full-time
- Office
- Senior level
- Communication skills
- Paid parental leave
- Health insurance

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Investment Consultant - Relationship Manager

Morgan Stanley -
San Francisco, CA

Apply Now

Job Details

Full-time
$68,000 - $135,000 a year

Qualifications

Customer communication
Series 7
Experience practicing in the securities industry
Series 63

Full Job Description

POSITION SUMMARY:
The Investment Consultant - Relationship Manager on a FA/PWA team is responsible for the development, maintenance, and oversight of relationships with new and existing clients. The Relationship Manager combines personal skills with all the resources of Morgan Stanley Smith Barney for the purpose of helping clients realize their financial goals. In collaboration with the Financial Advisor Team, Relationship Managers are responsible for assessing a client's circumstances and objectives to provide individualized, highly strategic Investment consulting. Relationship Managers have access to a full range of wealth building, managing, and preserving services throughout the Firm that they will offer to the clients of the Financial Advisor teams they join.

DUTIES AND RESPONSIBILITIES:

Advise clients in accordance with the Team's agreed upon strategy
Analyze investment opportunities and client needs, and recommend appropriate strategies
Maintain and develop client relationships by developing strategies to meet their financial goals through the use of financial planning and wealth management
Prepare and deliver presentations/seminars to clients and prospects for business development purposes, as needed
Comply with all industry rules and regulations
Additional tasks as needed

EDUCATION AND/OR EXPERIENCE

Minimum of bachelor’s degree or comparable professional certification required
Active Series 7, 63 and must maintain investment adviser representative (RA) registration, where required, in their place of business state and any other state(s) where the individual maintains a physical place of business. Additional product licenses may be required
Product and state licenses must be in parallel to Financial Advisors on the Team
At least 5 year(s) of business experience and proven success in a previous career
Minimum of 5 years FINRA Registration preferred

KNOWLEDGE/SKILLS

Extensive knowledge around financial industry and product knowledge
Ability to communicate effectively with co-workers and clients
Excellent written and oral communication skills
Knowledge of applicable compliance rules and regulations and firm policies

REPORTS TO:

Branch Manager or Associate Market Manager

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Expected base pay rates for the role will be between $68,000 - $135,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .

Apply Now

Refine Your Search

investment manager jobs in san francisco, ca

Investment Consultant - Relationship Manager

Sr. Startup Investor Manager, Universities, AWS Accelerators and Institutes

Sr. Business Development Manager, AWS Private Equity, AWS Private Equity

Manager, Data Center Investment and Partnerships

Energy Portfolio Manager, Energy Supply and Interconnection Contracts

Senior Project Manager for the Netherlands Foreign Investment Agency

Private Client Relationship Manager

Senior Manager, Investment Management

Senior Startup Investor Manager, VC, AWS, Startup Investor Management

Investment Management - Business Strategy Manager

AI Partnerships Manager

Operations and Oversight Manager

Finance Manager, Products & Technology

Asset & Wealth Management, MAS - Custom Models – Lead Portfolio Manager, Vice President - San Francisco

Corporate strategic finance manager

Fund Finance Relationship Manager

Strategic Finance Manager

Trading, Investment & Optimization - QuantAI Full Stack Manager (Hybrid)

Top Partner Manager, Financial Services

Strategic Finance Manager

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