Investment Manager Jobs in Charlotte, NC

Join us to enhance the investor experience through relationship management, proactive client support, and collaboration with investment teams. Lead initiatives that expand client relationships and dri...

Lead the charge in enhancing advisor relationships by leveraging sales strategies to boost growth, retention, and satisfaction within a dynamic financial services environment. Build partnerships that...

Advance your career by driving advisor satisfaction and growth through relationship management strategies, project coordination, and performance analytics to support top financial advisors in achievin...

Unlock potential by leading a dynamic team to enhance brokerage operations, ensuring timely trade settlement, compliance with regulations, and optimizing processes to reduce risk while delivering exce...

Champion the adoption of retirement plans by consulting with business owners, guiding them from needs assessment to implementation, while ensuring a seamless client experience and achieving sales obje...

Lead the financial reporting and accounting processes for investment products, ensuring compliance with GAAP while collaborating with various teams. Provide mentorship to junior accountants and suppor...

Join a team that drives innovative technology solutions and optimizes business processes. Lead cross-functional collaborations in an Agile environment, analyze complex issues, and influence strategic...

Engage with cross-functional teams to lead the evaluation and implementation of complex business systems, ensuring efficiency and effectiveness across the organization while guiding and mentoring Anal...

Join us to lead and scale innovative contracting operations for Advisory Solutions. Collaborate with leadership to ensure efficient processes while mentoring your team and improving workflows that dri...

Join a team that's building advanced analytics capabilities from the ground up. Work closely with stakeholders to uncover business needs and create impactful reporting solutions that drive strategic d...

Transform project outcomes through expert management by supporting executives, tracking performance, mitigating risks, and ensuring effective communication with stakeholders to deliver timely and cost...

Unlock potential by driving strategic initiatives that enhance advisory platform capabilities, improve advisor engagement, and facilitate the integration of advisory solutions. Collaborate across team...

Transform advisory program strategies by managing RPM integration, enhancing platform capabilities, and improving advisor engagement to achieve optimal client outcomes and foster sustainable growth in...

Empower client service teams by advising on independence matters, navigating complex regulatory requirements, and leading a team to enhance effectiveness and compliance in high-risk scenarios. Drive s...

Elevate financial operations by managing accounting activities and a team, ensuring compliance with GAAP, and optimizing processes. Drive month-end closes and audits while collaborating across departm...

Join a dynamic team as you build relationships and deliver tailored investment solutions to clients in the Southeast, while collaborating internally to drive success in a fast-paced advisory environme...

Lead the charge in delivering exceptional retirement plan services, fostering client relationships, directing a skilled service team, and optimizing plans to enhance client satisfaction and retention...

Take ownership of large-scale institutional projects from inception to completion. Collaborate with a dynamic team to ensure successful execution and delivery, focusing on budget management, contract...

Shape the future of funding and liquidity management, executing daily strategies and ensuring robust financial sustainability while collaborating with cross-functional teams to optimize resource alloc...

Join our team to lead tax planning for complex M&A transactions, providing strategic advice and analyses throughout the deal lifecycle. Collaborate with clients and professionals to drive successful o...

Collaborate with clients to navigate complex tax issues and enhance M&A outcomes. Lead due diligence, tax planning, and integration efforts, while applying deep tax knowledge to optimize transaction s...

Lead the charge in operational excellence by driving investment operations and fostering high-performing teams. Collaborate across diverse functions to enhance service quality and support scalable gro...

Transform your career by leading operational strategy to maximize performance across a diverse property portfolio. Collaborate with teams to enhance resident satisfaction and financial success while e...

Transform regulatory reporting for a growing bank, ensuring accurate, compliant submissions while building a scalable framework. Collaborate cross-functionally, leveraging technology to optimize proce...

Unlock transformative HR strategies to enhance leadership and talent capabilities across advanced technology teams, fostering innovation and aligning with enterprise AI goals...