Investment Manager Jobs in Charlotte, NC

Drive project execution by managing multiple commissioning projects, ensuring high-quality delivery, financial performance, and team development while effectively communicating with clients and stakeh...

Lead the proactive risk management efforts for Advisory products, ensuring compliance and effective processes through team collaboration and robust audits. Influence change and support senior leaders...

Drive proactive risk management and robust compliance in advisory services. Collaborate with business partners to enhance policies and procedures, conduct audits, and support regulatory efforts while...

Lead the charge in transformative AI initiatives, collaborating with senior leadership to deliver impactful projects from diagnosis to deployment, driving value across the organization through innovat...

Join a team that transforms financial futures by consulting on wealth management strategies, cultivating client relationships, and driving outstanding investment outcomes through personalized financia...

Drive exceptional client experiences by consulting on investment and insurance strategies. Grow and retain a robust book of business while developing tailored financial plans that meet client needs an...

Transform financial insights into strategic growth. Shape budgets and enhance operational performance through advanced analytics and communication with leadership...

Lead the charge in managing global expatriate tax services, advising clients on assignment structuring, compliance, and tax obligations while nurturing client relationships and developing business opp...

Analyze and optimize client business processes, aligning them with industry standards. Collaborate with teams to implement solutions, conduct research, and create SOPs that enhance performance and eff...

Champion strategic finance initiatives by leading FP&A efforts, enhancing profitability analysis, and supporting technology investment decisions. Partner with senior leadership to deliver actionable i...

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...

Join our team as you manage complex international tax issues, advise clients, and nurture talent. You'll balance client service with compliance, ensuring global tax obligations are met while developin...

Join a team that's driving transformational change in Wealth. As a Transformation Manager, you will lead cross-functional projects to achieve strategic initiatives, collaborating closely with leadersh...

Unlock your potential as a Senior Product Marketing Manager, driving go-to-market strategies and product positioning for AI and data solutions aimed at institutional investors. Shape the future of inv...

Transform wealth solutions by leading strategic initiatives, collaborating with cross-functional teams, and managing product development to enhance value for over 12,000 financial advisors in a fast-p...

Drive advisor adoption and execution of insurance solutions through training, tailored content, and collaborative sales strategies. Equip advisors with essential tools and insights to enhance client p...

Drive advisor success by enhancing their insurance expertise through training, resources, and support. Collaborate to implement best practices and improve client planning tools, ensuring a seamless ap...

Innovate by leading financial strategies and analyses that shape capital deployment across M&A, organic growth initiatives, and portfolio optimization, partnering with senior leaders to drive alignmen...

Help us build a robust retirement program by leading strategy, administration, and compliance. You'll enhance participant experiences while ensuring adherence to regulatory standards, fostering innova...

Drive strategic content and media initiatives to boost advisor acquisition and brand awareness. Collaborate with cross-functional teams to manage media partnerships, develop campaigns, and oversee con...

Develop strong relationships with financial advisors to drive adoption of fee-based platforms, enhancing their growth and success through consultative engagement and expert platform education in a tea...

Lead transformative initiatives at the intersection of finance and technology, driving successful Workday Adaptive Planning implementations and optimizing financial reporting for diverse clients while...

Lead the Quality Control function in mortgage risk services, enhancing compliance, standards, and team performance while fostering client relationships and supporting a dynamic consulting environment...

Join a dynamic team to lead project management efforts in high-value property claims, focusing on detailed assessments, inventory management, and client collaboration to ensure meticulous execution an...

Help us drive customer success by managing key treasury relationships, ensuring customer satisfaction, and promoting product adoption to enhance user value and retention in a dynamic software environm...