Investment Advisor Jobs in Durham, NC

Manage funding valuations and benefit calculations for defined benefit pension plans. Collaborate with teams to ensure compliance with IRS regulations while delivering precise reports and analyses to...

Lead the charge in delivering tailored financial and estate planning solutions for high net worth clients, collaborating with advisors and leveraging financial planning tools to enhance client engagem...

Shape financial strategies for investment decisions, ensuring robust analysis and alignment with governance standards while enhancing portfolio visibility and managing reporting processes within a dyn...

Empower advisory firms by developing strategic marketing initiatives, guiding execution, and leveraging insights for growth. Collaborate across teams to ensure effective delivery and continuous optimi...

Lead a dedicated team focused on compliance and risk management, ensuring Financial Advisors meet regulatory standards while supporting business growth. Engage with stakeholders to foster a culture of...

Lead the charge in managing complex equity data projects, ensuring accuracy and compliance for critical transactions. Collaborate with clients and teams to drive process improvements and automation in...

Empower growth by contributing hands-on to AI projects and managing program delivery across multiple portfolio companies. Integrate technology with operational excellence to drive measurable business...

Join a team that's at the forefront of commercial loan management, overseeing daily operations and ensuring compliance in servicing agreements. Collaborate closely with management and clients to deliv...

Join a team that's at the forefront of consumer sales, leading a remote group of Life Insurance Agents to exceed targets. Drive performance and foster a high-performance culture while collaborating ac...

Join our Finance team as you shape financial strategies, support cross-functional initiatives, and leverage data analytics to drive business performance. This role enables impactful contributions to R...

Engage with us to oversee medium to high complexity portfolios and optimize their performance. Analyze financial data, mitigate credit risks, and collaborate cross-departmentally to drive effective de...

Optimize your legal and investment expertise as you analyze and support litigation finance portfolios. Collaborate with cross-functional teams to track and evaluate investments, offering insights in a...

Join our dynamic team to manage M&A due diligence engagements, providing insights for financial strategies. Collaborate with senior leadership, lead analyses, and mentor junior staff while driving imp...

Take ownership of product strategy in Syndicated Lending, collaborating with cross-functional teams and leveraging user insights to innovate and enhance loan syndication solutions while ensuring align...

Shape the future of algorithmic trading by leading AI-driven strategies, from hypothesis generation to live deployment. Drive research, oversee a dedicated team, and integrate advanced models for syst...

Join a team that's reshaping retirement consulting, strategizing with large clients to align benefit programs with business goals while navigating regulatory requirements and fostering collaborative e...

Elevate your legal career by providing strategic guidance on HELOC products, ensuring compliance with complex regulations. Work collaboratively to innovate home lending solutions and mitigate legal ri...

Manage daily risk assessment and operational integrity for a dynamic clearinghouse, ensuring compliance with regulatory standards while driving innovative product design and margin strategies across d...

Champion impactful solutions for clients by leading complex NetSuite implementations, mentoring junior consultants, and leveraging industry expertise to address their unique needs through best practic...

Lead a team of financial planners to drive client acquisition and enhance engagement, while fostering a high-performance culture to achieve both team and organizational goals...

Lead and innovate compliance strategies for a dynamic asset management team, guiding policy development and risk assessment while mentoring staff to enhance operational efficiency and regulatory adher...

Unlock potential by leading tax compliance and consulting for Alternative Investments. Collaborate with a team of professionals to deliver high-quality services while managing client relationships and...

Drive revenue growth as a Senior Manager, leading annuities sales to establish a high-performing team and a robust operational framework. Collaborate cross-functionally to influence product strategy a...

Lead the development and delivery of advanced AI systems with significant business impact, influencing architecture and engineering practices while ensuring scalability, reliability, and compliance in...

Transform investment decisions by managing financial analysis, underwriting risks, and conducting thorough due diligence on retail real estate. Lead a team of analysts while preparing financial models...