$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...
2 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...
3 days ago
Finance & Investment Funds Pursuits & Directories Sr Manager
$146K - $232K *
Engage and inspire as you manage comprehensive RFP processes, leading efforts to create compelling proposals that position the firm for growth. Collaborate with diverse teams to ensure successful busi...
1 week 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...
4 days ago
Investment Management - Business Strategy Manager
$155K - $306K *
Join a team that's advising leading organizations in the Investment Management industry. As a Strategy Manager, you'll guide clients through growth strategies, business transformations, and operationa...
3 days ago
$150K - $200K *
Lead the charge in delivering exceptional tax strategies and solutions for high-net-worth clients, while mentoring a dedicated team and streamlining processes to enhance client experience and retentio...
4 days 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
$110K - $180K *
Deliver results by leading a team of Virtual Engagement Associates to enhance Financial Advisor client interactions through digital tools and strategic communication, ensuring high performance and adh...
3 days ago
$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
Manager, Advice Offer Management
$90K - $120K *
Lead and drive multi-year projects with cross-divisional impact, ensuring delivery meets quality and budget criteria. Manage teams, oversee communications, and build strong stakeholder relationships t...
1 week ago
$90K - $120K *
Join a team that's driving innovation in technology delivery, ensuring streamlined execution of Salesforce programs. Collaborate with cross-functional leaders to align business strategies and maximize...
1 week 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...
3 days ago
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
$100K - $130K *
Transform client experiences by leading complex financial planning and relationship management. Collaborate with a skilled advisory team to deliver tailored investment guidance that fosters trust and...
3 weeks 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
Senior Manager, Brokerage Margin
$100K - $130K *
Lead operational enhancements by guiding teams, ensuring compliance, and fostering cross-department collaboration to meet strategic goals and mitigate risks in a dynamic financial services environment...
1 week ago
$90K - $120K *
Drive high-impact implementation projects by leading teams, fostering client relationships, and enhancing operational excellence while ensuring compliance and strategic alignment across diverse initia...
Today
$182K - $218K *
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...
4 weeks 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
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 3 days ago
$90K - $120K *
Champion transformative marketing initiatives to boost brand visibility and customer engagement. As a key player, you'll drive product strategy, oversee impactful campaigns, and foster relationships w...
Reposted 2 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