Investment Advisor Jobs in Menlo Park, CA

Lead and innovate software development for scalable enterprise applications, focusing on microservices and real-time streaming solutions. Drive best practices and mentor teams to build robust, high-pe...

Join our dynamic team to lead the development of high-performance backend solutions. Leverage your expertise in Java, microservices, and real-time data streaming to drive innovation and mentor a talen...

Support a dedicated team managing fiduciary accounts while ensuring compliance, enhancing client relationships, and driving operational excellence within a collaborative risk management framework...

Join our Retirement Solutions team to drive growth in multi-asset strategies, supporting institutional clients with deep expertise in retirement markets and customized solutions. Engage with stakehold...

Strategize innovative financial solutions for senior executives, delivering personalized financial planning and asset management support. Collaborate with a dynamic team to enhance client engagement a...

Optimize business development strategies and market presence by collaborating with leaders to identify growth opportunities and execute revenue goals effectively across local offices and industry sect...

Transform business development strategies and drive growth by identifying new opportunities, collaborating with leaders, and executing targeted plans to achieve revenue goals effectively within the lo...

Join us to assess investment opportunities in private equity and corporate clients. As a Consultant, you'll lead teams, manage projects, and develop actionable insights across diverse industries while...

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...

Deliver innovative hedging analytics and trading strategies while collaborating with institutional clients and cross-functional teams to enhance valuation models and uphold industry best practices...

Tackle the complexities of high net worth client relationships, driving retention and growth through expert wealth management solutions. Lead a dedicated team of professionals to exceed client expecta...

Transform high net worth client relationships by leading a dedicated team, addressing complex wealth management needs, and driving growth through exceptional service and strategic financial advice to...

Engage with high-net-worth clients to deliver tailored estate and business planning solutions. Leverage expertise to guide strategic decision-making while collaborating with a team of professionals fo...

Help us optimize workplace benefits for executives by providing tailored financial planning and building strong client relationships. Leverage your expertise to enhance participant engagement and driv...

Unlock your potential by leading deal origination and execution in the senior living finance sector. You’ll develop client relationships, structure transactions, and mentor teams while driving strateg...

Engage with primary and swap dealers to integrate USDC into capital markets. Drive adoption in repo and derivatives, ensuring alignment with regulations while advising senior leadership on benefits an...

Accelerate progress at Capital Markets operations by managing securities transfers and settlements. Oversee workflows, coordinate closely with issuers and agents, and ensure timely, accurate transacti...

Join a dynamic team to conduct thorough AML investigations, enhance compliance processes, and collaborate across departments. Utilize your expertise to identify financial anomalies and support regulat...

Unlock growth by leveraging your ETF expertise to drive adoption and sales across diverse channels, collaborating with internal teams and financial advisors while navigating the strategic landscape of...

Unlock potential by conducting in-depth investigations to enhance AML compliance, detect suspicious activities, and streamline reporting processes within a collaborative and fast-paced environment...

Bring your expertise to serve as the Wealth Planning expert for high net worth clients, guiding them through complex financial strategies and multi-generational planning to optimize their wealth manag...

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...

Unlock potential by driving new business in financial services through consultative selling. Own the full sales cycle, from pipeline development to closing, leveraging insights to address client needs...

Optimize financial systems management and processes; support daily operations and enhancements to ensure data accuracy, reliability, and efficiency in financial workflows. Collaborate cross-functional...

Accelerate client transformation by leading executive relationships and solution-oriented strategies, driving measurable growth through the intersection of operations, finance, and technology for sust...