Senior Investment Manager
13-5674085 Merrill Lynch, Pierce, Fenner & Smith IncChicago, Illinois, United States
Posted March 23, 2026
52000 - 96000 USD
Full Time
About the Company
No company description available.
Job Description
The Senior Investment Manager is responsible for defining and owning the Financial Advisor(s) and/or Advisor Team(s) overall investment management philosophy through the development of portfolio strategy, and leading a sound investment management process.
Requirements
- Series 7, 63/65 or 66 or equivalent registration
- SAFE Act Registration; ADV-2B Required
- CFP or CPWA designation and/or obtain/maintain at least one firm approved designation
- 10 years of experience performing specialist level responsibilities or equivalent industry experience
Benefits
- Paid Time Off
- 401k Matching
- Retirement Plan
