Investment Specialist Salaries
| | Delivers professional investment services to customers. Reviews and recommends investment and insurance options to customers. Identifies clients' investment objectives and matches investment products. Researches and solves customers' investment needs. Requires a bachelor's degree and at least 2 years of experience in the field or in a related area. A certain degree of creativity and latitude is required. May require NASD series 6, 7 and 63 licenses. Familiar with standard concepts, practices, and procedures within a particular field. Relies on experience and judgment to plan and accomplish goals. Typically reports to a manager. View Investment Specialist Salaries | | | Alternate Job Titles: Investment Specialist | | Categories: Banking, Financial Services | | | Investment Operations Manager Salaries
| | Manages the daily activities for a given section of the company's investment operations. Reviews investment operations policies and procedures and recommends changes to increase efficiency. May require a bachelor's degree in area of specialty and at least 7 years of experience in the field or in a related area. Familiar with a variety of the field's concepts, practices, and procedures. Relies on extensive experience and judgment to plan and accomplish goals. Performs a variety of tasks. May lead and direct the work of others. A wide degree of creativity and latitude is expected. Typically reports to a head of a unit/department. View Investment Operations Manager Salaries | | | Alternate Job Titles: Investment Operations Manager, Manager of Investment Operations | | Categories: Banking, Financial Services | | | Investment Analyst Salaries
| | Responsible for analyzing investment activities. Evaluates short-term debt securities, investment projects and objectives. Reports on investment opportunities and recommends investments. Requires a bachelor's degree and at least 2 years of experience in the field or in a related area. May require NASD series 6, 7 and 63 licenses. Familiar with standard concepts, practices, and procedures within a particular field. Relies on limited experience and judgment to plan and accomplish goals. Performs a variety of tasks. A certain degree of creativity and latitude is required. Works under general supervision; typically reports to a supervisor or manager. View Investment Analyst Salaries | | | Alternate Job Titles: Investment Analyst, Securities Analyst, Securities-Research Analyst | | Categories: Banking, Consulting Services, Financial Services | | | Investment Operations Management Manager Salaries
| | Manages the daily activities for the company's investment management group. Reviews investment strategy, seeks out new opportunities, and recommends changes in investment operations to improve profitability. Requires a bachelor's degree in area of specialty and at least 7 years of experience in the field or in a related area. Familiar with a variety of the field's concepts, practices, and procedures. Relies on extensive experience and judgment to plan and accomplish goals. Performs a variety of tasks. Leads and directs the work of others. A wide degree of creativity and latitude is expected. Typically reports to a head of a unit/department. View Investment Operations Management Manager Salaries | | | Alternate Job Titles: Investment Operations Management Manager, Manager of Investment Operations Management | | Categories: Banking, Financial Services | | | Top Investment Executive Salaries
| | Plans and directs all aspects of an organization's investment programs. Oversees the research, evaluation and selection of investment vehicles and makes decisions to align the investment selections with the organization's goals and risk tolerance. Requires a bachelor's degree with at least 15 years of experience in the field. Demonstrates expertise in a variety of the field's concepts, practices, and procedures. Relies on extensive experience and judgment to plan and accomplish goals. Performs a variety of tasks. Leads and directs the work of others. A wide degree of creativity and latitude is expected. Typically reports to top management. View Top Investment Executive Salaries | | | Alternate Job Titles: Top Investment Executive, VP, Investments, Chief Investment Executive, Chief Investment Officer, Vice President of Investments | | Categories: Financial Services, Executive and Management | | | Private Banker I Salaries
| | Manages a private banking portfolio of individuals with high-net worth. Responsible for accomplishing deposit and loan volume goals through customer service and adhering to policies and procedures. May require a bachelor's degree and 0-2 years of experience in the field or in a related area. Familiar with standard concepts, practices, and procedures within a particular field. Relies on limited experience and judgment to plan and accomplish goals. Performs a variety of tasks. Works under general supervision. A certain degree of creativity and latitude is required. Typically reports to a supervisor or manager. View Private Banker I Salaries | | | Alternate Job Titles: Private Banker I, Entry Level Private Banker, Level I Private Banker | | Categories: Banking, Financial Services, Insurance | | | Private Banker II Salaries
| | Manages a private banking portfolio of individuals with high net-worth. Responsible for accomplishing deposit and loan volume goals through customer service and adhering to policies and procedures. May require a bachelor's degree and 2-4 years of experience in the field or in a related area. Familiar with standard concepts, practices, and procedures within a particular field. Relies on limited experience and judgment to plan and accomplish goals. Performs a variety of tasks. Works under general supervision. A certain degree of creativity and latitude is required. Typically reports to a supervisor or manager. View Private Banker II Salaries | | | Alternate Job Titles: Private Banker II, Intermediate Level Private Banker, Level II Private Banker | | Categories: Banking, Financial Services, Insurance | | | Private Banker III Salaries
| | Manages a private banking portfolio of individuals with high-net worth. Responsible for accomplishing deposit and loan volume goals through customer service and adhering to policies and procedures. May require a bachelor's degree and at least 5 years of experience in the field or in a related area. Familiar with standard concepts, practices, and procedures within a particular field. Relies on experience and judgment to plan and accomplish goals. Performs a variety of tasks. Works under general supervision. A certain degree of creativity and latitude is required. Typically reports to a manager. View Private Banker III Salaries | | | Alternate Job Titles: Private Banker III, Level III Private Banker, Senior Level Private Banker | | Categories: Banking, Financial Services, Insurance | | | Treasurer Assistant Salaries
| | Assists the corporate treasurer in the direction and management of an organization's treasury activities. These activities include procurement, custody, and investment of funds and other assets. May monitor results of pension investment and other activities that fund benefits. Requires a bachelor's degree in a related area. Familiar with a variety of the field's concepts, practices, and procedures. Relies on extensive experience and judgment to plan and accomplish goals. Performs a variety of tasks. Leads and directs the work of others. A wide degree of creativity and latitude is expected. Typically reports to corporate treasurer. View Treasurer Assistant Salaries | | | Alternate Job Titles: Treasurer Assistant, Assistant Treasurer | | Categories: Accounting, Banking, Financial Services | | | Treasurer Salaries
| | Responsible for the direction and management of an organization's treasury activities. These activities include procurement, custody, and investment of funds and other assets. Requires a bachelor's degree and at least 7 years of direct experience in the field. Familiar with a variety of the field's concepts, practices, and procedures. Relies on extensive experience and judgment to plan and accomplish goals. Performs a variety of tasks. May lead and direct the work of others. A wide degree of creativity and latitude is expected. Typically reports to top financial officer or CEO. View Treasurer Salaries | | | Alternate Job Titles: Treasurer | | Categories: Financial Services, Accounting, Executive and Management | | | |
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