Investment Manager Jobs in Frisco, TX

Drive high-impact email and CRM campaigns while leading a dynamic team. This role demands hands-on execution, strategic oversight, and expertise in Salesforce Marketing Cloud to optimize customer jour...

Lead financial crime investigations to ensure compliance with AML regulations. This role requires critical thinking, effective communication, and collaboration with multiple stakeholders to mitigate r...

Shape the future of executive wealth planning by building deep client relationships and tailoring comprehensive solutions for highly compensated individuals, leveraging your financial and planning exp...

Engage with high-level executives to develop tailored wealth planning solutions. Utilize your financial expertise and relationship management skills to enhance client success and satisfaction within a...

Champion data-driven decisions by uncovering insights that shape strategic initiatives and optimize business opportunities while leading a team of analysts in enhancing data quality and reporting to o...

Join our team to develop expertise in privacy, AML, and cybersecurity law while partnering with various departments. Contribute to navigating regulatory landscapes and crafting solutions that impact m...

Unlock potential by delivering sophisticated financial, estate, and tax planning advisory services to high-net-worth clients, while building strong relationships and enhancing training and educational...

Optimize financial due diligence across middle-market transactions. Lead teams, manage client relationships, and provide strategic insights to enhance value throughout the transaction lifecycle. Empow...

Engage in assessing creditworthiness and managing counterparty exposure for hedge funds, utilizing quantitative and qualitative analysis to guide credit decisions and trading activities, while collabo...

Transform acquired businesses through operational integration, driving accountability and coordination among teams for successful embedding into company standards and culture until complete stabilizat...

Shape strategic value creation across multiple portfolio companies, collaborating with executives to enhance outcomes and support long-term success through hands-on involvement and innovative solution...

Lead the project management of complex ERP implementations by collaborating with diverse stakeholders, managing resources and budgets, while ensuring results are delivered on time and within scope for...

Accelerate growth by leading strategic ETF distribution initiatives, building relationships with professional buyers, and delivering innovative solutions to enhance the Virtus ETF platform's market pr...

Shape the future of capital and tax strategy by managing critical relationships and driving innovative solutions for asset and credit structuring in a dynamic family office environment...

Analyze and provide insight into real estate transactions, managing client portfolios and optimizing decision-making processes by leveraging analytics and exceptional organizational skills for better...

Elevate your career by leading Accounting & Reporting Advisory engagements, conducting complex contract analyses, and mentoring teams while driving innovative solutions for diverse clients across vari...

Drive strategic initiatives by collaborating on data storytelling, reporting, and performance insights to enhance client onboarding and service experiences across the organization. Influence executive...

Oversee a dynamic team focused on enhancing client relationships and experiences. Drive change, foster a collaborative work culture, and maximize team performance. Contribute to strategic decision-mak...

Oversee fiduciary service operations and deliver strategic wealth planning solutions while collaborating with clients and internal teams to ensure optimal estate and trust administration tailored for...

Analyze investment strategies and market trends to support ETF offerings. Collaborate with teams to enhance marketing materials and engage with key financial intermediaries, driving growth and product...

Lead the charge in expanding a top-tier financial advisory network by building impactful relationships with potential advisors, guiding them through a transformative business transition with Savvy's i...

Join a team that shapes the future of investment advisory solutions, collaborating with advisors to deliver innovative defined contribution products, ensuring compliance and education while driving bu...

Transform operational performance by leading, mentoring a cross-functional team, optimizing strategy, and enhancing partner relationships to deliver exceptional service in Life New Business operations...

Lead complex real estate advisory engagements, fostering client relationships and driving strategic growth within a collaborative team environment. Leverage deep industry expertise to deliver impactfu...

Transform operations by owning investor onboarding, trade capture, and reconciliation while mentoring analysts. Define processes for seamless integration of multiple GPs, ensuring error-free execution...