Investment Manager Jobs in Charlotte, NC

Join a team that's dedicated to guiding individuals towards successful retirements through tailored presentations and strategic partnerships, driving impactful outcomes. Utilize analytical skills to m...

Shape retirement success for clients through expert guidance by conducting presentations and assessments. Develop partnerships and achieve targets while maintaining strong relationships within the des...

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 change management by driving successful employee transitions and adoption of new initiatives through strategic planning, impact assessment, and communication in a collaborative, fa...

Champion effective change management by developing strategies to support new initiatives, ensuring smooth transitions for impacted employees and fostering engagement across diverse teams...

Execute the management and execution of investment portfolios, ensuring optimal trade execution and risk management while enhancing client onboarding and service across diverse asset classes in a fast...

Take ownership of client relationships and delivery of financial planning solutions. Collaborate with lead advisors while honing skills in software tools, communication, and analysis to prepare for gr...

Help us transform the educational landscape by driving investment strategies and advancing M&A initiatives that enhance access to education, while managing an impact investment portfolio and collabora...

Unlock potential by leading complex credit relationships, ensuring adherence to risk guidelines, and providing expert financial analysis. Collaborate with cross-functional teams and mentor peers while...

Help us navigate complex regulatory landscapes, providing expert legal advice on the Investment Company Act and driving compliance initiatives to ensure robust governance and strategic product develop...

Manage and analyze credit risk within the portfolio for a commercial bank. Utilize financial modeling and due diligence, support internal partners, and mentor junior analysts, all while ensuring compl...

Unlock your potential by leading project management and developing a high-performing team in a dynamic financial services environment, ensuring outstanding client service and integrity...

Analyze investment opportunities and support hotel portfolio strategies, leveraging financial modeling and analytical skills to collaborate with cross-functional teams and evaluate strategies for valu...

Develop your finance expertise through a structured 3-year program focusing on financial analysis, strategic assessment, and operational efficiency. Collaborate with diverse teams while gaining leader...

Join a team that's dedicated to guiding financial advisors through seamless RIA transitions, enhancing client relationships, and ensuring smooth operations for M&A transactions in a customer-centric e...

Inspire transitions at all levels, guiding financial advisors through RIA conversions and M&A activities while ensuring top-tier operational support and seamless advisor onboarding throughout the proc...

Take ownership of regulatory reporting and fund administration activities for over 300 funds. Validate, analyze, and streamline data collection while collaborating with internal teams and external par...

The Manager - Financial Advisory Services will oversee client engagements, providing hands-on consulting and analysis in financial advisory, M&A, and strategy. This role requires strong communication...

Join a team that's dedicated to executing impactful change management strategies and improving business outcomes through effective communication, stakeholder engagement, and readiness assessments acro...

Lead statutory accounting and financial reporting for insurance operations. Oversee a team, ensure compliance, drive efficiency improvements, and collaborate with auditors and internal departments to...

Join a team that advances data risk management efforts by guiding and challenging data governance, analytics controls, and integrity processes across various initiatives, while influencing strategic d...

Advance sustainable finance initiatives by developing and implementing financial strategies for impactful PFP projects. Collaborate across teams to ensure successful closing and stakeholder engagement...

Help us drive the transformation of AI-powered processes and systems by collaborating closely with teams to optimize workflows and achieve key milestones, delivering impactful results on an ambitious...

Architect robust intelligence strategies to mitigate threats against executives. Collaborate cross-functionally to enhance digital exposure assessments and remediation plans, ensuring the protection o...

Transform financial reporting by leading a dedicated accounting team. Oversee the month-end close process, enhance accuracy, and ensure compliance with accounting principles while collaborating with c...