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Money manager vs investment advisor

The differences between money managers and investment advisors can be seen in a few details. Each job has different responsibilities and duties. While it typically takes 6-8 years to become a money manager, becoming an investment advisor takes usually requires 2-4 years. Additionally, an investment advisor has an average salary of $105,377, which is higher than the $73,231 average annual salary of a money manager.

The top three skills for a money manager include BSA, anti-money laundering and bank secrecy act. The most important skills for an investment advisor are exceptional client, risk management, and client relationships.

Money manager vs investment advisor overview

Money ManagerInvestment Advisor
Yearly salary$73,231$105,377
Hourly rate$35.21$50.66
Growth rate17%15%
Number of jobs58,98263,438
Job satisfaction--
Most common degreeBachelor's Degree, 59%Bachelor's Degree, 76%
Average age4645
Years of experience84

Money manager vs investment advisor salary

Money managers and investment advisors have different pay scales, as shown below.

Money ManagerInvestment Advisor
Average salary$73,231$105,377
Salary rangeBetween $47,000 And $112,000Between $60,000 And $184,000
Highest paying City-New York, NY
Highest paying state-New York
Best paying company-McKinsey & Company Inc
Best paying industry-Telecommunication

Differences between money manager and investment advisor education

There are a few differences between a money manager and an investment advisor in terms of educational background:

Money ManagerInvestment Advisor
Most common degreeBachelor's Degree, 59%Bachelor's Degree, 76%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Minnesota - Twin Cities

Money manager vs investment advisor demographics

Here are the differences between money managers' and investment advisors' demographics:

Money ManagerInvestment Advisor
Average age4645
Gender ratioMale, 43.5% Female, 56.5%Male, 72.3% Female, 27.7%
Race ratioBlack or African American, 7.4% Unknown, 4.1% Hispanic or Latino, 14.2% Asian, 10.0% White, 64.0% American Indian and Alaska Native, 0.3%Black or African American, 5.6% Unknown, 4.4% Hispanic or Latino, 9.4% Asian, 8.2% White, 72.3% American Indian and Alaska Native, 0.1%
LGBT Percentage11%5%

Differences between money manager and investment advisor duties and responsibilities

Money manager example responsibilities.

  • Decrease manual processing time by successfully managing the implementation of a new software system for the BSA unit.
  • Assist clients with addressing BSA, AML & OFAC requirements resulting from regulatory actions against the clients.
  • Process fundamental and technical analysis for strategic trading of equities.
  • Assist in implementing effective procedures for the ACH department.
  • Perform daily vault balancing, ATM servicing and transaction approvals.
  • Review portfolio positioning and investment results with clients, consultants, and prospects.
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Investment advisor example responsibilities.

  • Manage and strengthen customer relationships through cross-selling and up-selling to maximize retention and income generation by contacting existing and prospective customers.
  • Obtain skills with different financial programs and tools such as Morningstar and NetX360.
  • Advise and recommend insurance products including, fix and variable annuities, and term life.
  • Focus on macroeconomic fundamentals, high yield, distress debt, volatility and macro base cross-asset statistical strategies.
  • Communicate information to clients on various products offer such as equity funds, bond funds, annuities, and money markets.
  • Identify client- specific and regulatory reporting requirements, review purchase and redemption activity, securities settlements, and cash movements.
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Money manager vs investment advisor skills

Common money manager skills
  • BSA, 18%
  • Anti-Money Laundering, 15%
  • Bank Secrecy Act, 11%
  • OFAC, 9%
  • Transaction Monitoring, 8%
  • Risk Management, 7%
Common investment advisor skills
  • Exceptional Client, 12%
  • Risk Management, 10%
  • Client Relationships, 9%
  • Health Insurance, 8%
  • Business Development, 7%
  • FINRA, 5%

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