Investment Advisor Jobs in Columbus, OH

Lead the charge in financial operations, providing insights for strategic decisions while managing budgeting, forecasting, and reporting. Collaborate across leadership to optimize cash flow and drive...

Lead the charge in expanding a top-tier financial advisory network by building impactful relationships with potential advisors, guiding them through a transformative business transition with Savvy's i...

Partner with us to lead the onboarding journey for Mid-Market customers. You will manage multiple implementations, ensuring each launch meets technical standards while driving customer success through...

Shape the future of financial strategy by optimizing AI investments and capital planning. Collaborate with cross-functional teams to drive data-driven decisions, ensuring accuracy in budgeting and for...

Engage with financial advisors to build relationships and drive sales growth across territories. Lead projects that impact business, ensure the provision of complex solutions, and drive revenue genera...

Join us to lead and scale innovative contracting operations for Advisory Solutions. Collaborate with leadership to ensure efficient processes while mentoring your team and improving workflows that dri...

Drive exceptional client service through effective recordkeeping and administration, ensuring compliance with regulations while enhancing productivity and satisfaction across your book of business...

Partner with us to lead tax and preferred equity investments, executing complex transactions while mentoring junior team members and collaborating across teams to drive sustainable energy solutions...

Champion sustainable finance initiatives in fisheries & aquaculture, leveraging market innovation and project management expertise to drive environmental impact and support global conservation efforts...

Transform client experiences by delivering tailored software solutions and ensuring successful project execution through collaboration, training, and ongoing support for maximum software value and sat...

Deliver exceptional client experiences while driving Mass Affluent client acquisition, retention, and revenue growth. Manage strategic partnerships and leverage insights to enhance banking and investi...

Empower institutional clients by expertly managing relationships and ensuring timely delivery of investment data and reporting. This role requires a keen focus on client satisfaction while leveraging...

Unlock potential by supporting hedge activities and enhancing data accuracy. Collaborate with team members to improve processes and resolve issues in a fast-paced environment, driving effective risk m...

Join our Key & Strategic Client Success Management team to maximize client value, drive adoption and ensure retention through strategic partnerships and advocacy, offering a seamless experience while...

Manage and administer personal trust accounts, leading projects and resolving complex issues while collaborating with senior management and financial advisors to meet client objectives and ensure comp...

Accelerate advisory firms’ growth by optimizing talent strategies and leadership development. Utilize deep expertise to drive sustainable scalability and efficiency through tailored practice managemen...

Take ownership of financial analysis and modeling to streamline operations, support budgeting processes, drive reporting, and optimize financial strategies across projects while ensuring compliance wi...

Drive operational excellence by leading a diverse Loan Servicing and Asset Management platform, setting strategic direction while fostering talent and ensuring compliance across commercial real estate...

Elevate your career by managing strategic relationships with key distribution partners. You'll drive growth, develop customized business plans, and collaborate across teams to enhance market share and...

Transform client relationships into growth opportunities as you drive consultative sales cycles for top firms. Collaborate with cross-functional teams to implement strategies, achieve quota, and expan...

Take ownership of regulatory reporting and fund administration activities for over 300 funds. Validate, analyze, and streamline data collection while collaborating with internal teams and external par...

Analyze investment strategies and market trends to support ETF offerings. Collaborate with teams to enhance marketing materials and engage with key financial intermediaries, driving growth and product...

Empower growth by leading strategic sales initiatives in the financial markets. Drive client engagement, manage the sales pipeline, and foster relationships to exceed revenue targets in your territory...

Empower financial decision-making by managing capital investments and delivering strategic insights. Collaborate cross-functionally to drive efficiency and support critical finance functions within a...

Analyze business processes to identify trends and drive operational improvements. Collaborate with teams to create data-driven reporting solutions and insights using SQL, Snowflake, and visualization...