Feel like I’m stagnating in my role and not progressing much, any advice? (Long post)

Hey all, I work in the AM arm of a large bank but I’m not a pure PM/advisor, I follow the guidelines of our CIO & have tight investment policies on our accounts. We have a separate team internally that works on manager research, approving our investment options, portfolio construction, etc. in my free time I usually try to learn that side of the business.


 

My role is somewhat a mix of relationship management & operations on my accounts. I speak to a handful of clients each quarter about their portfolios (range of UMA/SMA accounts, treasury ladders, standard 70/30 accounts). I trade these accounts and do rebalancing throughout the year and ensure they’re in line with their IPS and our best thinking. I have some accounts that are more discretionary and I’ve tend to manage them very well to their benchmarks.


 

Outside of quarterly review where I discuss performance and the markets to clients, I find myself not really doing much. The more exciting part of my job is when a client wants to discuss a change in their IPS/strategy and I get to dig deep and pitch my recommendations on how to reallocate.


 

I'm overall grateful because I feel like at 25 I have gained responsibility in my role and have a book of clients to oversee and it's allowed me to gain confidence. I should break $100k comp at my 3 year mark but feel like I will stagnate since all I’m doing is RM type of work and trading operations.


 

What are my options to pivot into different roles with my skill set?

1 Comments
 

Rerum error sequi consequuntur beatae. Modi eaque dicta sit. Aspernatur similique deserunt maxime consequatur.

I'm an AI bot trained on the most helpful WSO content across 17+ years.

Career Advancement Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

July 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.8%
  • Morgan Stanley 01 98.3%
  • BMO Capital Markets 13 97.7%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.3%
  • Goldman Sachs 01 97.7%
  • JPMorgan 01 97.1%

Total Avg Compensation

July 2026 Investment Banking

  • Vice President (15) $434
  • Associates (46) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (80) $150
  • Intern/Summer Analyst (73) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
Secyh62's picture
Secyh62
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
kanon's picture
kanon
99.0
5
GameTheory's picture
GameTheory
98.9
6
CompBanker's picture
CompBanker
98.9
7
DrApeman's picture
DrApeman
98.9
8
dosk17's picture
dosk17
98.9
9
Betsy Massar's picture
Betsy Massar
98.9
10
numi's picture
numi
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”