$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...
4 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...
4 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...
6 days ago
$120K - $150K *
Lead the management of client relationships by creating tailored financial plans and investment strategies, ensuring comprehensive service and support while guiding clients toward their financial goal...
2 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
Private Wealth Advisor (Private Client - Personal Strategy)
$87K - $123K *
Reimagine client financial journeys through tailored, high-touch advice and relationship management. Collaborate within a dedicated team to deliver insightful financial planning, identify investment o...
1 week ago
Private Wealth Advisor (Private Client - Personal Strategy)
$87K - $123K *
Champion a premier client experience by delivering personalized financial planning and relationship management to a select group of high-net-worth clients, driving strategic planning conversations and...
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 *
Optimize business development strategies to drive growth across utility services. Engage key stakeholders to identify opportunities and expand market share, while managing client relationships to achi...
Reposted 2 days ago
$80K - $120K *
Optimize client relationships by delivering tailored financial planning and support for an established portfolio, while collaborating within a team-driven environment to enhance client satisfaction an...
Reposted 4 weeks 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
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...
Today
$235K - $390K *
Engage with diverse clients to drive strategic real estate transactions, leveraging your 6+ years of specialized securities law experience. Collaborate within a dynamic team environment to deliver qua...
Reposted 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...
5 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
$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 5 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...
4 days ago
$100K - $130K *
Optimize investment analysis and asset management strategies to enhance portfolio performance in senior housing. Deliver strategic insights, manage complex projects, and foster relationships to drive...
2 weeks 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...
6 days ago