Investment Manager Jobs in Arcadia, CA

The Senior Wealth Advisor at Savvy is responsible for developing and managing high net worth client relationships and portfolios while shaping the future of wealth management through technology. This...

Unlock your potential as a leader in tax compliance and advisory, guiding high net worth individuals through complex tax strategies while managing client relationships and overseeing team development...

Develop cutting-edge solutions and drive the platform strategy for an elite service targeting ultra-high-net-worth clients, ensuring optimal advisor and client experiences through effective collaborat...

Champion growth in the US insurance sector by driving sales of innovative technology and accounting solutions, managing prospects, and focusing on client relationships to achieve high close rates and...

Join a team that's dedicated to excellence in financial reporting, compliance, and process optimization. As a leader, you'll oversee accounting operations, provide technical support, and enhance team...

Empower your career by leading financial strategy while partnering with executive teams to drive growth, optimize resource allocation, and enhance reporting processes in a fast-paced, technology-drive...

Join a dynamic team focused on transforming advanced AI prototypes into production-ready applications. Lead full-stack productization efforts, collaborate closely with stakeholders, and drive innovati...

The PEPI CFO Services Associate at Alvarez & Marsal will work closely with private equity firms to improve operating results at their portfolio companies. This role requires strong financial modeling...

Unlock your potential as a leader in Core Operations, driving strategic initiatives and enhancing service quality for global clients through effective management and innovative solutions...

Shape the future by spearheading business development, fostering key client relationships, and mentoring a high-performing team in commercial real estate. Drive growth and market presence while managi...

Support high-net-worth clients by delivering exceptional service and managing their wealth through detailed analysis, reporting, and collaboration with third-party providers to enhance financial succe...

Join a dynamic team to develop key institutional relationships in Australia and Oceania, driving sales and strategic solutions across alternative investments while collaborating with global colleagues...

Drive excellence in accounting for dynamic CPG and E-commerce clients by leading teams, managing financial reporting, and implementing effective policies to enhance service delivery and operational ef...

Shape the future of AI at the intersection of technology and risk. Drive strategic initiatives, leverage data, and advise leadership on AI frameworks. Collaborate across teams to establish governance...

Lead the charge in creating seamless operational infrastructure as you connect functions across the organization, driving compliance and enhancing efficiency to support our fast-paced growth in a dyna...

Join a dynamic treasury team to support cash management and liquidity optimization. Collaborate with cross-functional partners, enhance reporting tools, and drive process improvements in a fast-paced...

Accelerate progress at managing a high-performing accounting team to ensure accuracy in fund valuation, reporting, and compliance, while developing strategies for team success and client satisfaction...

Build your career with a dynamic team that leverages quantitative analysis to deliver tailored investment solutions for clients, driving growth through innovation and collaboration across global marke...

Innovate leadership development strategies that enhance capabilities, drive growth, and foster a culture of feedback. Collaborate with teams to implement effective programs that support advisor career...

Join our team to shape leadership pathways by developing key initiatives that enhance advisor effectiveness and foster a culture of continuous feedback and mentorship across the organization...

Champion estate planning strategies for high net worth clients, managing team dynamics and providing legal expertise. Lead client interactions, advising on regulatory changes, and maintain compliance...

Drive team performance and client growth by leading a sales-focused group of leaders. Utilize data-driven strategies and coaching to enhance sales effectiveness while ensuring accountability and best...

Transform financial performance by analyzing SaaS metrics, leading forecasting processes, and supporting acquisition integration in a dynamic, multi-business unit environment. Collaborate with leaders...

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...

Transform financial assessments with analytical expertise to drive value for health systems. Collaborate closely with revenue cycle and finance teams, using creative problem-solving to identify insigh...