Investment Advisor Jobs in Durham, NC

Guide clients through complex real estate tax planning, focusing on building relationships and providing tailored solutions. Manage accurate deliverables and nurture client engagements, while collabor...

Contribute to institutional transformation by connecting education goals with innovative solutions. Collaborate across teams to deliver strategic outcomes while engaging with leadership to quantify an...

Grow your career with a pivotal role driving the recruitment of Financial Advisors and Accounting Firms, promoting our value proposition, and building lasting relationships to enhance our presence in...

Lead the charge in enhancing client relationships and team performance through strategic coaching and mentorship, while managing a portfolio of mid-sized companies to foster growth and satisfaction...

Unlock potential by championing national account strategies for rental partners, enhancing daily account management, ensuring data accuracy, and collaborating with cross-functional teams to elevate pa...

Optimize compliance strategies by guiding complex legal and regulatory matters, supporting business initiatives, and enhancing processes across the organization. Mentor peers while fostering relations...

Transform member experiences by overseeing loan portfolios, underwriting, and fostering collaboration. Engage with various stakeholders to enhance efficiency and ensure compliance within the lending f...

Lead the charge in driving revenue growth within the banking industry by developing and maintaining client relationships, prospecting new leads, and implementing effective sales strategies across assi...

Join a team that's shaping the future of risk management by assessing complex property exposures, providing strategic insights, and delivering exceptional service to high net worth homeowners with aut...

Join a dynamic sales team driving business growth in the banking sector by generating leads, managing pipeline, and fostering client relationships to achieve revenue targets for assigned accounts, whi...

Transform the audit landscape by overseeing processes, mentoring staff, and driving client engagement. This role requires strategic management of multiple projects while enhancing audit practices and...

Lead the charge in managing and enhancing client relationships for defined contribution and pension plans. Collaborate with stakeholders to address needs, resolve issues, and deliver innovative soluti...

Lead transformative business development initiatives by leveraging your existing nonprofit network to drive growth, engage stakeholders, and close enterprise-level consulting deals. Embrace autonomy w...

Shape the future of compliance in wealth management by leading a dedicated team, ensuring adherence to regulations, and fostering collaboration across business functions to mitigate risks and enhance...

Lead the charge in financial strategy, overseeing planning, reporting, and scalable controls. Collaborate with diverse teams to enhance business operations and drive growth through effective financial...

Join a team that's redefining financial analysis and strategy. You'll drive key modeling and forecasting initiatives while collaborating with leaders across the business to deliver insights that impac...

Shape innovative real estate strategies to support dynamic growth initiatives. Collaborate with cross-functional teams and lead critical projects, driving successful program launches and effective lea...

Join a dynamic team driving Treasury Management solutions, enhancing client relationships, and spearheading sales strategies to achieve ambitious goals while collaborating with experts across the orga...

Oversee a portfolio of defined contribution plans, build client relationships, manage issues, and provide strategic solutions as a trusted advisor, ensuring optimal service and satisfaction for Plan S...

Shape the future of legal strategy by leading complex negotiations, advising executives on legal risks, and enhancing scalable processes within a dynamic in-house team, ensuring alignment with busines...

Transform portfolio strategy by connecting product and engineering efforts to long-term financial goals, facilitating trade-off discussions, and creating actionable insights for executive decision-mak...

Join a team that's dedicated to fostering client success through strategic leadership, executive engagement, and operational excellence, ensuring long-term satisfaction and growth across healthcare te...

Champion innovative credit solutions by managing complex portfolios independently, demonstrating expertise in underwriting and relationship management while mentoring junior team members to enhance th...

Shape the future of financial sales as a leader driving growth in mid-market banking. You'll own the complete sales cycle, manage key relationships, and exceed revenue targets while fostering lasting...

Join a team that's redefining capital markets by leveraging analytics and collaboration to enhance lending operations. Shape strategic financial decisions and engage with cross-functional partners to...