Investment Advisor Jobs in Durham, NC

Lead the charge in transforming high-net-worth financial prospects into clients by leveraging an established qualified lead flow and comprehensive support resources, all while engaging in face-to-face...

Unlock your potential in a client-focused sales role, managing a designated territory. Leverage a provided lead flow to showcase wealth management solutions to high-net-worth clients, with full suppor...

Drive the evolution of high-impact client experiences for HNW clients, collaborating with cross-functional teams to enhance service delivery and strategic initiatives that support growth and innovatio...

Unlock potential by providing expert legal guidance for LIHTC transactions, ensuring compliance throughout investment lifecycles. Collaborate with teams while managing legal documentation and external...

Grow your career with a leading investment firm by engaging high-net-worth prospects and converting them into clients through tailored wealth management solutions. Benefit from comprehensive support a...

Transform the future of equity administration sales by leading growth strategies for mid-market public companies across the Western US, collaborating with cross-functional teams to enhance client expe...

Join our team to identify, source, and nurture exceptional financial advisors with $25M+ AUM. As a crucial member of Advisor Growth, you'll engage strategically to enhance our recruiting efforts and b...

Transform investment strategies into impactful sales tools by developing unique product messaging and supporting sales teams. Drive market positioning with innovative materials and enhance client enga...

Drive the marketing strategy for an ETF asset management firm, overseeing comprehensive campaigns to enhance brand visibility, investor engagement, and asset growth while collaborating closely across...

Engage in critical surveillance of sales practices to safeguard compliance and mitigate risks across the organization. Collaborate with various teams to enforce policies and improve procedural control...

Elevate your career as you lead complex transactions, mentor associates, and collaborate directly with clients to craft effective succession strategies and deal solutions, driving impactful outcomes o...

Transform client engagement strategies by proactively identifying and qualifying opportunities in the RIA channel, leveraging financial technology to enhance growth and drive adoption of innovative in...

Champion a sales-driven approach to engaging high-net-worth clients, leveraging qualified leads. Manage your territory effectively with a comprehensive support system to drive success in financial ser...

Oversee comprehensive portfolio management for clients, collaborating with servicers to enhance asset performance while defining strategies and reporting on key metrics. Drive operational excellence a...

Lead the charge in sales by engaging high-net-worth clients and providing tailored wealth management solutions to drive customer success and business growth across a defined territory with full remote...

Contribute to strategic revenue growth by leading public sector sales channels, leveraging policy insights and stakeholder relationships to drive market development and close high-value opportunities...

iCapital is seeking a Regional Senior Vice President or Managing Director to lead the Midwest market's Alternative Investment sales team. This role involves overseeing a team, developing client relati...

Unlock new financial insights as you manage accounting for investments, ensuring compliance and accuracy in reporting while collaborating on budgeting and forecasting processes. Join a dynamic team de...

Shape the future of a global finance platform by driving innovative solutions for improved data reporting and analytics. Collaborate across teams to maximize system effectiveness and ensure the delive...

Drive client relationships and support a dynamic sales team to provide tailored wealth management solutions, ensuring a high-quality experience throughout the sales pipeline in a collaborative environ...

Engage with high-net-worth clients, converting prospects to loyal partners. Leverage provided leads and support to educate about wealth management solutions while developing your sales expertise in a...

Help us advance financial analysis by evaluating deal structures, managing projects, and delivering insights. Engage with clients, enhance value through collaboration, and lead junior team members to...

Innovate client solutions as a Senior Manager, leading cross-enterprise projects and enhancing the client experience through strategic initiatives and clear communication with stakeholders...

Collaborate with cross-functional teams to build executive relationships, develop innovative solutions, and drive sustainable growth for clients in transformation initiatives. Accelerate sales through...

Join a team that's dedicated to empowering plan participants with personalized financial advice. You'll forge strong relationships with clients and deliver engaging education initiatives, enhancing fi...