$140K - $160K *
Transform your career by managing personalized portfolios, driving direct indexing solutions, and implementing tax optimization strategies while collaborating in a dynamic investment management team...
4 days ago
Investment Strategist / Investment Director
$150K - $200K *
Help us drive success in investment strategy for UHNW clients, overseeing portfolio management from proposal to implementation. Utilize your experience to lead analysis, due diligence, and build stron...
5 days ago
$80K - $120K *
Create impactful estate and tax planning strategies for High Net Worth clients. Collaborate with a dynamic team to deliver exceptional client service, ensuring compliance and maximizing wealth transfe...
6 days ago
$146K - $203K *
Discover a dynamic role that drives seamless operational processes, enhances governance, and fosters collaboration across teams, empowering investors and ensuring alignment with strategic initiatives...
1 week ago
$100K - $135K *
Grow your career with a leading investment firm as you drive business growth by fostering client relationships and delivering insightful market education across California. Leverage your expertise in...
3 weeks ago
$162K - $180K *
Join a team that's dedicated to optimizing fund operations and performance metrics, engaging across finance and investment teams to ensure compliance, enhance profitability, and support strategic deci...
1 week ago
Senior Director - Investment Services
$138K - $200K *
Transform client engagement and operational strategy to drive retention and growth. Lead a high-performing team across diverse platforms and enhance client experience while ensuring compliance and inn...
Yesterday
Manager - Private Equity Advisory
$120K - $150K *
Champion operational excellence by leveraging your expertise to enhance portfolio performance for Private Equity clients, while collaborating on finance, strategy, and accounting projects that drive i...
5 days ago
VP, Head of Investment Accounting
$180K - $268K *
Lead and optimize investment accounting strategies, ensuring governance and compliance while enhancing reporting and team performance. Drive innovations in processes and technology to support business...
2 weeks ago
$133K - $212K *
Manage and optimize our investment portfolio with operational excellence, focusing on performance tracking and reporting. Champion automation initiatives while mentoring junior analysts to ensure scal...
1 week ago
$145K - $182K *
Unlock potential by leading cross-functional teams to effectively manage and execute complex project portfolios. Collaborate with senior leaders to align projects with organizational priorities, optim...
1 week ago
$72K - $101K *
Drive innovation and performance while collaborating across teams to enhance operational efficiencies and deliver impactful solutions that align with business objectives and customer needs. Your contr...
1 week ago
Alternative Investment Strategist
$180K - $275K *
Unlock potential by producing impactful research and thought leadership for investors. Collaborate with teams to create accessible narratives, engage clients, and elevate the firm's standing in altern...
2 weeks ago
Wealth Investment & Portfolio Management Platforms Senior Manager
$112K - $210K *
Join a dynamic team as a technical leader driving innovative portfolio management solutions, ensuring seamless integration and operational excellence across vendor and internal platforms to support in...
Reposted 5 days ago
Administrative Program Manager
$110K - $120K *
Join a team that's driving operational success by facilitating high-level executive support and coordinating strategic initiatives across multiple functions, enhancing leadership effectiveness and pro...
2 weeks ago
$75K - $90K *
Execute trading operations effectively, enhancing processes and efficiency for diverse client accounts in the SMA and UMA sectors, while maintaining rigorous risk controls and ensuring seamless trade...
5 days ago
Manager, Investor Relations & Strategy
$140K - $170K *
Contribute to investor communications by analyzing financial performance and shaping strategic messaging. Collaborate with executives to enhance investor relations and deliver impactful materials that...
1 week ago
Senior Wealth Advisor, Practice Lead (Wealth Management - Premier Brokerage)
$87K - $123K *
Empower clients by guiding them through tailored financial strategies that align with their goals. Collaborate with a dedicated team to enhance client experiences while retaining and growing investmen...
2 weeks ago
Stock Plan Administration Manager - Full Service
$87K - $123K *
Lead the administration and management of client equity compensation plans, ensuring accurate execution, compliance, and client satisfaction. Act as a trusted advisor and technical expert in stock opt...
6 days ago
$100K - $150K *
Execute global equity programs, ensuring compliance and audit-readiness while influencing cross-functional stakeholders. Leverage expertise in equity compensation to enhance operational efficiency and...
1 week ago
Energy Portfolio Manager, Wholesale
$120K - $150K *
Optimize wholesale energy and capacity contracts, ensuring compliance and performance across transactions. Drive process improvements and collaborate with cross-functional teams to align strategic goa...
3 weeks ago
Capital Allocation & Investments, Manager
$127K - $239K *
Join us in shaping strategic capital deployment to drive M&A and organic growth initiatives. Lead complex financial analyses, collaborating with senior leaders to optimize our investment portfolio and...
Reposted 2 days ago
Senior Business Development Manager
$90K - $100K *
Engage with mid-market clients to drive business growth by leading the full sales cycle, from outreach to close, in a dynamic and collaborative consulting environment focused on technology solutions...
1 week ago
$90K - $130K *
Optimize our product suite to elevate financial advisory capabilities through innovative AI solutions. Lead the entire product lifecycle, collaborating with diverse teams to transform complex workflow...
Today
Investment Guideline Compliance Associate
$90K - $115K *
Join the compliance team to ensure investment limits adherence in ETFs, managing the full lifecycle of trading compliance from policy implementation to monitoring, while collaborating across functions...
3 days ago