Investment Manager Jobs in Folsom, CA

Drive financial reporting and process improvements for investment funds, collaborating across time zones with internal and external teams to ensure accuracy and compliance. Enhance operational control...

Contribute to the financial success of multifamily and commercial real estate funds by managing fund-level accounting, performance reporting, and investor relations, ensuring that fund metrics align w...

Join a team that's driving innovation across our Investment Platform. Collaborate with diverse stakeholders to enhance trading, billing, cash management, and client reporting processes, while ensuring...

Unlock potential by leading a team in fund accounting, ensuring accurate financial reporting and process improvement for multiple investment funds. Collaborate with auditors and clients while nurturin...

Champion effective project execution by leading diverse teams and managing complex portfolios. Your strategic vision will drive alignment with organizational objectives and enhance operational efficie...

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...

Transform administrative operations by leading our Client Service Associates team. Leverage your expertise in the financial services sector to enhance advisor support and drive business success throug...

Grow your leadership skills by managing a high-performing sales team that engages with financial intermediaries to promote and sell qualified retirement plans across a defined territory, ensuring targ...

Lead the charge in developing and executing innovative marketing strategies. Collaborate with cross-functional teams, engage partners, and optimize campaigns to enhance brand awareness and drive busin...

Elevate client relationships as a subject matter expert in managed accounts, focusing on sales, customer experience, and retention through effective collaboration with Financial Consultants and delive...

Unlock potential by owning and enhancing legal entity management platforms, collaborating with cross-functional teams to streamline operations and integrate systems, while promoting continuous improve...

Optimize global travel operations by leading strategic initiatives and managing supplier relationships, aiming for enhanced traveler experience and cost-efficient practices while ensuring compliance a...

Drive the establishment of robust Treasury risk oversight in a de novo bank, providing independent monitoring, regulatory compliance, and reporting support. Collaborate with senior leadership to enhan...

Manage day-to-day operations of the Private Investments team. Elevate client experience by ensuring compliance and data integrity. Collaborate with advisors to enroll investors and address client issu...

Unlock potential by driving innovative investment strategies and thorough market analysis. Collaborate with teams to ensure adherence to policies, perform due diligence, and elevate the quality of inv...

Join us to facilitate strong client relationships and enhance service delivery. Collaborate with financial advisors, manage client interactions, and resolve complex issues while ensuring exceptional c...

Elevate your career by leading high-impact advisor engagement, driving sales growth, and expanding market presence. Collaborate strategically with teams to foster relationships in the private wealth s...

Develop comprehensive wealth strategies and financial plans for clients, driving loyalty and referrals while managing complex investment and tax needs through innovative solutions and superior service...

Transform client financial futures by crafting tailored wealth strategies that drive engagement and ensure exceptional service through proactive relationship management and expert financial planning...

Transform client experiences in wealth management by leading trainings, resolving complex issues, and coaching associates to ensure compliance and excellence in service delivery across the Private Cli...

Join a team that's dedicated to empowering financial advisors with mentorship and strategic support. Your leadership will enhance their engagement with financial institutions, driving growth and succe...

Join a dynamic team to manage tax compliance for private equity funds, collaborating with clients and mentors to ensure accurate reporting and compliance while enhancing your professional growth in a...

Champion client relationships by providing strategic consulting and support for retirement plans. Manage ongoing client engagement, resolve issues, and foster profitability while enhancing service del...

Accelerate growth through strategic partnerships in the IMO channel by driving sales, enhancing market presence, and delivering innovative solutions tailored to the needs of Broker Dealers and Indepen...

Drive your career forward by supporting Financial Advisors and enhancing client experiences through strategic execution and targeted development, while collaborating within a dynamic team in the Finan...