Investment Manager Jobs in Maxwell, TX

Join as a Project Manager to lead new client onboarding, ensuring a seamless and engaging transition. Drive effective communication, resolve challenges, and promote client satisfaction through expert...

Oversee a portfolio of defined contribution plans, build client relationships, manage issues, and provide strategic solutions as a trusted advisor, ensuring optimal service and satisfaction for Plan S...

Transform revenue operations by refining systems, enhancing processes, and leading cross-departmental initiatives to optimize sales and customer success, ensuring accurate forecasting and seamless dat...

Accelerate revenue operations by managing systems and processes to optimize sales, marketing, and customer success. Analyze financial data and forecasting to ensure accuracy and drive efficiency acros...

Join a team that's dedicated to providing tailored wealth strategies by collaborating with clients and Wealth Advisors. Enhance relationships through active financial planning and contribute to holist...

Take ownership of defining and operationalizing a customer ROI framework across teams, fostering strategic growth initiatives through measurable value outcomes while enabling effective customer engage...

Inspire financial advisors by delivering insights on investment strategies, enhancing practice management, and fostering relationships. Play a key role by supporting business development through prese...

Champion impactful global marketing campaigns for our innovative fintech solutions. Drive strategy, collaboration, and analyze results to maximize engagement, growth, and pipeline success. Collaborate...

Oversee comprehensive portfolio management for clients, collaborating with servicers to enhance asset performance while defining strategies and reporting on key metrics. Drive operational excellence a...

Lead the execution of comprehensive real estate transaction strategies, driving high-value acquisitions and dispositions while collaborating with multi-discipline teams to achieve clients' strategic o...

Transform the onboarding experience for Plan Sponsors and Advisors by leading projects and collaborating cross-functionally to ensure successful transitions to the Vestwell platform, enhancing client...

Lead the development and management of a compliance program for a growing advisory firm, ensuring alignment with regulatory standards and best practices. Collaborate with legal and operational teams t...

Lead the charge in risk management by optimizing strategies and frameworks for equity derivatives, engaging with traders and enhancing capital allocation to maximize trading opportunities from day one...

Champion the end-to-end management of Repair Products, driving performance growth through collaboration and effective change management while meeting financial and KPI targets for exceptional customer...

Elevate the AGS Spares Repair Product through performance monitoring, customer collaboration, and continuous improvement. Drive product excellence and profitability while leading initiatives that alig...

Champion robust legal analysis and counsel on tax matters across product lines, ensuring compliance with federal and state laws while mentoring junior counsels and supporting strategic business object...

Unlock potential by serving key client groups with strategic guidance, ensuring proper coverage, managing renewals, and developing effective relationships within the Risk Strategies Private Equity gro...

Shape the future of the US automotive repair market by leading market entry and scaling initiatives. You'll define strategies, establish partnerships, and build a team to deliver innovative AI solutio...

Engage in shaping the future of finance technology by driving product strategy, leading cross-functional teams, and developing innovative solutions that address key challenges in finance operations...

Drive the global adoption of repair products, serving as the key expert and contact for a major customer. Collaborate across teams to ensure optimal product performance and meet all financial and oper...

Manage comprehensive financial crime investigations, ensuring compliance with US regulations while coordinating with global teams on risk management and crime prevention strategies. Utilize data analy...

Unlock potential by driving relationship management and business development in Canada. Engage with institutional investors, enhance client experiences, and execute tailored multi-asset class solution...

Engage in critical surveillance of sales practices to safeguard compliance and mitigate risks across the organization. Collaborate with various teams to enforce policies and improve procedural control...

Empower the success of advisors through targeted coaching, training, and support initiatives, fostering a thriving growth-oriented culture in wealth management by driving client engagement and sales e...

Manage and coordinate tax preparation for state, federal, and foreign filings. Guide teams in delivering quality service and solutions while ensuring compliance with tax regulations and addressing com...