$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...
5 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...
1 week 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
$90K - $120K *
Collaborate to drive innovation in wealth management technology. Shape product roadmaps, enhance customer engagement, and lead cross-functional teams to deliver superior solutions that meet market dem...
1 week ago
$110K - $125K *
Lead affordable housing project management from development through closing, enhancing project structuring, underwriting, and negotiation processes to ensure high-quality, mixed-income housing solutio...
Yesterday
$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
$90K - $130K *
Accelerate growth by leading our sales and client success teams, driving revenue and crafting processes to enhance client engagement. Shape strategies in a dynamic environment, ensuring operational ex...
3 weeks ago
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...
6 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
AVP/Associate Portfolio Manager
$90K - $120K *
Elevate your career by collaborating with global Portfolio Management teams. This role focuses on supporting fixed income strategies, enhancing efficiency, and gaining insight across diverse asset man...
Reposted 3 days 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 6 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
Manager, Global Transaction Tax (Federal)
$145K - $185K *
Engage with clients by leveraging tax expertise to identify risks and opportunities in M&A transactions, ensuring high-quality, timely deliverables that exceed expectations while fostering strong clie...
Reposted 5 days 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
$70K - $95K *
Innovate within a dynamic investment environment by efficiently supporting global Portfolio Management teams, implementing fixed income trades, and enhancing operational processes through technology a...
Reposted 6 days 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