Investment Manager Jobs in Estero, FL

Empower strategic growth by cultivating relationships within a defined customer portfolio. Drive retention and expansion through a consultative approach, partnering with cross-functional teams to alig...

Lead the development and management of retirement plan services, ensuring compliance with regulations while collaborating across teams to enhance product offerings and client engagement. Drive strateg...

Transform asset management strategies to enhance portfolio value, drive financial planning, and foster strong investor relationships while collaborating across teams to ensure data-informed decision-m...

Lead financial due diligence engagements, manage client relationships, mentor team members, and contribute to practice growth. Act as a trusted advisor in high-stakes transactions across diverse indus...

Unlock potential by leading risk and supervision initiatives, developing supervisory staff, and implementing compliance strategies to drive performance across teams while ensuring adherence to regulat...

Elevate your analytical skills by collecting and interpreting data to drive business insights, support decision-making, and enhance operational processes through innovative dashboards and reports acro...

Empower advisory firms by developing strategic marketing initiatives, guiding execution, and leveraging insights for growth. Collaborate across teams to ensure effective delivery and continuous optimi...

Join a team that's dedicated to enhancing customer success by driving value and growth for our CPQ solution users. As an Account Manager, you'll cultivate relationships, identify expansion opportuniti...

Shape the future of risk management by leading the first line of defense across customer operations, ensuring accountability and risk controls are effectively established and maintained for operationa...

Serve as trusted legal advisor providing guidance on complex regulatory matters, including investment and corporate governance laws, while collaborating with diverse business teams to enhance legal co...

Transform compliance strategies for our unsecured credit product. Lead workstreams, ensuring regulatory adherence while collaborating with teams across Product, Engineering, and Legal to drive growth...

Optimize financial planning and analysis by integrating advanced modeling, systems design, and insightful reporting. Collaborate across teams to drive growth and improve processes in a fast-paced envi...

Engage in impactful financial planning by educating clients on personal finance, developing content, and collaborating on growth strategies, while enjoying flexible hours and leveraging advanced techn...

Transform organizational success by leading strategic program management initiatives that align with enterprise objectives, drive measurable outcomes, and foster cross-functional collaboration across...

Join a dynamic team driving financial excellence through in-depth KPI analysis, strategic insights, and robust financial modeling to enable scalable growth across global markets while supporting execu...

Unlock potential by driving sales through strategic relationships with RIAs and FOs. Leverage your expertise in intermediary investment products to achieve ambitious sales goals and collaborate effect...

Lead the charge in developing and managing broker strategies to drive sales and growth. Collaborate with internal teams, build long-term relationships, and utilize product knowledge to enhance TriNet...

Oversee and lead audit engagements for financial institutions, ensuring high-quality delivery of risk-based advisory services while mentoring teams and enhancing client relationships...

Empower growth by contributing hands-on to AI projects and managing program delivery across multiple portfolio companies. Integrate technology with operational excellence to drive measurable business...

Pioneer transformative compliance strategies within financial services, leading large-scale programs on KYC, AML, and fraud. Collaborate with executive teams to enhance operational excellence and driv...

Manage day-to-day accounting operations ensuring financial accuracy and compliance. Collaborate with cross-functional teams, provide insights, and support audits. Lead and develop the accounting team...

Elevate your career by managing complex data projects that drive strategic analytics initiatives. Lead cross-functional teams to deliver innovative data solutions on-time and within scope, ensuring al...

Elevate claims oversight by ensuring compliance and quality in handling P&C claims across MGAs. Collaborate with Program Managers, audit practices, and monitor performance while fostering strategic re...

Drive high-impact financial reporting and forecasting processes, enhancing strategic planning and stakeholder communication. Collaborate with financial leaders to support corporate and investor needs...

Manage financial planning and analysis processes to support commercial readiness, partnering closely with leaders to enhance budgeting, forecasting, and reporting standards within a public biotech com...