Investment Advisor Jobs in Mountain View, CA

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...

Engage in sophisticated financial analysis for commercial real estate, aiding decision-making while collaborating with diverse stakeholders. Cultivate your expertise in underwriting and strategic prop...

Lead legal counsel for cross-functional teams to drive strategic growth in energy and infrastructure. Collaborate with executives; support projects, acquisitions, and financing while managing outside...

Manage fiduciary and investment accounts with a focus on compliance, risk management, and client retention. Collaborate with a dedicated team to deliver expert service and maintain high standards in a...

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...

Join a team that's redefining portfolio valuation services, offering deep insights and innovative solutions for hedge funds and private equity firms. Collaborate closely with seasoned professionals wh...

Transform your career by leading dynamic architectural projects. Collaborate with cross-functional teams to deliver innovative designs and construction documents while managing project workflows and e...

Join a team that's driving regulatory strategy through expert research and analysis. Provide leadership in market assessment, ensure effective compliance, and shape the direction of Surveillance opera...

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...

Champion best practices in U.S. regulatory compliance for restricted/control securities, driving execution of Rule 10b5-1 plans and advising Wealth Management teams on complex transaction strategies w...

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...

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...

Champion client relationships by providing expert investment advice to ultra-high net worth clients. Leverage extensive experience and strong commercial awareness to develop innovative strategies whil...

Engage in dynamic investment banking transactions, working closely with senior bankers and clients to build models, conduct research, and deliver strategic analyses. Collaborate in a fast-paced, team...

Join a team that’s dedicated to enhancing branch operations by managing and developing administrative staff. Empower individuals to achieve financial goals through exceptional support and leadership w...

Accelerate strategic financial insights for investment platforms, guiding crucial business decisions while collaborating with senior leaders. Leverage your analytical skills to enhance reporting proce...

Elevate your finance career by turning complex data into clear insights that drive strategic decisions. Collaborate with leaders to enhance forecasting, reporting, and analyses, enabling impactful gro...

Develop comprehensive financial analyses to drive business growth and client engagement. Collaborate with teams to innovate investment strategies while mentoring junior staff, ensuring high-quality de...

Champion growth by owning the sales cycle, leveraging AI in marketing, and advising eCommerce clients on maximizing profitability through innovative solutions and collaboration across teams...

Elevate your career by owning the strategic capital funding roadmap in a transformative role, driving innovation and efficiency to enhance investor relations and credit risk management in a rapidly ev...

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...

Join as a trusted advisor to provide legal support for personal trust and investment services. You'll navigate fiduciary law and banking regulations while collaborating across teams to mitigate risks...

Join a team that's redefining environments through innovative design solutions. Collaborate with experts in various sectors as a key contributor to transformative projects that enhance creativity, wel...