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Investment executive vs chief finance officer

The differences between investment executives and chief finance officers can be seen in a few details. Each job has different responsibilities and duties. It typically takes More than 10 years to become both an investment executive and a chief finance officer. Additionally, a chief finance officer has an average salary of $143,947, which is higher than the $130,432 average annual salary of an investment executive.

The top three skills for an investment executive include develop strong relationships, comprehensive knowledge and financial products. The most important skills for a chief finance officer are payroll, CPA, and oversight.

Investment executive vs chief finance officer overview

Investment ExecutiveChief Finance Officer
Yearly salary$130,432$143,947
Hourly rate$62.71$69.21
Growth rate6%6%
Number of jobs77,837145,184
Job satisfaction--
Most common degreeBachelor's Degree, 82%Bachelor's Degree, 72%
Average age5252
Years of experience--

What does an investment executive do?

An investment executive is typically responsible for communicating with clients encourage them to invest in opportunities to make their business or company more profitable. An investment executive needs to be an influential adviser and supervisor. They have an objective for both the clients and the company, and they establish a long-term relationship by giving them investment options.

What does a chief finance officer do?

A chief financial officer is responsible for managing and reviewing the financial status of a company. Chief financial officers' duties include ensuring the accuracy of financial reports, monitoring the company's expenses and budget goals, providing recommendations to prevent financial loss and increase revenues, processing the company's tax obligations, and resolving financial disputes. A chief financial officer must have an impeccable knowledge of the financial industry, updated with the current market trend, and strong leadership and decision-making skills to support the organization's financial department.

Investment executive vs chief finance officer salary

Investment executives and chief finance officers have different pay scales, as shown below.

Investment ExecutiveChief Finance Officer
Average salary$130,432$143,947
Salary rangeBetween $74,000 And $228,000Between $80,000 And $257,000
Highest paying CityNew York, NYWashington, DC
Highest paying stateHawaiiCalifornia
Best paying companyAllianz of America, Inc.Baker McKenzie
Best paying industryReal EstateConstruction

Differences between investment executive and chief finance officer education

There are a few differences between an investment executive and a chief finance officer in terms of educational background:

Investment ExecutiveChief Finance Officer
Most common degreeBachelor's Degree, 82%Bachelor's Degree, 72%
Most common majorBusinessAccounting
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Investment executive vs chief finance officer demographics

Here are the differences between investment executives' and chief finance officers' demographics:

Investment ExecutiveChief Finance Officer
Average age5252
Gender ratioMale, 79.9% Female, 20.1%Male, 71.9% Female, 28.1%
Race ratioBlack or African American, 3.7% Unknown, 3.9% Hispanic or Latino, 7.7% Asian, 7.6% White, 76.5% American Indian and Alaska Native, 0.6%Black or African American, 3.8% Unknown, 3.9% Hispanic or Latino, 7.9% Asian, 7.7% White, 76.1% American Indian and Alaska Native, 0.6%
LGBT Percentage12%12%

Differences between investment executive and chief finance officer duties and responsibilities

Investment executive example responsibilities.

  • Manage nearly USD 20MM in Peruvian equities for select high net worth individuals.
  • Create and manage investment securities portfolios optimize to address each client's specific needs using establish asset allocation principles.
  • Manage and strengthen customer relationships through cross-selling and up-selling to maximize retention and income generation by contacting existing and prospective customers.
  • Profile and sell appropriate equities, bonds and annuities to clients.
  • Market and create wealth preservation portfolios to meet specific high-net-worth client needs, using annuities and insurance.
  • Provide clients of a major financial institution with investment advice and securities transactions.
  • Show more

Chief finance officer example responsibilities.

  • Lead management team in developing and executing a combination of pricing and cost savings strategies that improve EBITDA more than threefold.
  • Lead the consolidation of financial and operational systems for non-acute services including rehabilitation and psychiatry services.
  • Lead system conversion to Hyperion planning budgeting/forecasting software, responsible for training, developing and implementation.
  • Manage all firm banking relationships, treasury functions and retain signatory authority for all partnership and corporate accounts.
  • Lead implementation of new worldwide consolidation system, Hyperion, significantly reducing closing time and improving controls over the consolidation process.
  • Prepare annual general ledger reconciliations and consolidate financial reports for CPA tax preparation.
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Investment executive vs chief finance officer skills

Common investment executive skills
  • Develop Strong Relationships, 24%
  • Comprehensive Knowledge, 13%
  • Financial Products, 10%
  • Business Development, 9%
  • Securities, 8%
  • Estate Planning, 8%
Common chief finance officer skills
  • Payroll, 7%
  • CPA, 6%
  • Oversight, 5%
  • Financial Reports, 4%
  • Human Resources, 4%
  • Internal Controls, 4%

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