$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...
2 days ago
$85K - $100K *
Contribute to impactful people strategies by supporting leadership initiatives, coordinating communications, and driving project delivery while collaborating across functions to ensure effective opera...
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
Senior Manager, Alternative Investment Lending Analyst
$100K - $130K *
Empower high-net-worth lending by analyzing alternative investment collateral. Partner with cross-functional teams to drive risk assessment and innovative underwriting solutions in a dynamic, challeng...
Reposted today
Investment Management - Business Strategy Manager
$155K - $306K *
Manage strategic engagements with leading investment management firms. Collaborate with senior executives to drive growth strategies, enhance operational models, and foster business transformations wi...
3 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 Onboarding and Lifecycle Product Manager
$99K - $124K *
Lead the charge in overseeing fund lifecycles and enhancements, collaborating with teams to drive operational efficiency and excellence across private market offerings, ensuring timely project deliver...
2 days ago
$110K - $150K *
Empower client relations through strategic engagement and pro-active business development. Drive growth by identifying opportunities, delivering presentations, and fostering trust with key decision-ma...
3 weeks ago
Sr. Manager, Wealth Advisor- Schwab Wealth Advisory
$120K - $150K *
Empower clients through exemplary wealth management by delivering tailored financial planning and investment guidance. Collaborate with seasoned advisors, navigate complex decisions, and foster trust...
3 weeks 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...
2 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
$150K - $170K *
Partner with us to lead end-to-end Technology strategy for M&A initiatives, driving alignment between business objectives and execution. Shape operating models, oversee due diligence, and deliver high...
Today
Portfolio Management Associate
$75K - $90K *
Join a team that's driving portfolio management excellence by monitoring, rebalancing, and executing trades, ensuring alignment with investment strategies and client goals while enhancing tools and pr...
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
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
Investment Leader, Private Equity Technology
$250K - $275K *
Engage in sourcing and leading direct investments in the technology sector, overseeing due diligence and negotiations, actively managing portfolio relationships, and mentoring junior professionals to...
1 week 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...
6 days 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
$100K - $130K *
Shape financial strategies by transforming data into actionable insights, guiding senior leaders in decision-making for investment products while collaborating in a dynamic finance environment focused...
2 days ago
$100K - $130K *
Drive financial insights and reporting for Wealth Advisory, partnering with leaders to shape strategy and support revenue growth through analysis, forecasting, and business decision-making...
2 days ago