Investment Manager Jobs in Millbrae, CA

Transform your career by managing personalized portfolios, driving direct indexing solutions, and implementing tax optimization strategies while collaborating in a dynamic investment management team...

Unlock your potential by overseeing quantitative risk models, conducting independent research, and collaborating with teams to enhance fixed income investment strategies. Your insights will shape port...

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...

Lead client portfolio management initiatives by driving adoption of Multi-Asset Model Portfolios and ETFs, delivering market insights, and enhancing sales collaboration to support regional business gr...

Partner with us to drive growth in Multi-Asset Model Portfolios and ETFs. Leverage your expertise in investment strategies and market insights while engaging with a sales team to enhance client relati...

Engage clients by developing tailored investment strategies and maintaining relationships. Collaborate with a Financial Advisor team to assess needs and provide comprehensive wealth management service...

Drive success by managing comprehensive RFP responses and pitch materials. Collaborate across finance and investment sectors to elevate business development strategies and pursue new opportunities wit...

Join a pioneering team to reshape investment processes and operations, enhancing both efficiency and scalability for private market access while supporting asset management growth in venture and finte...

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...

Analyze alternative investment collateral for high-net-worth lending solutions, assessing risk and borrower strength. Collaborate with credit and legal teams to develop scalable underwriting framework...

Lead the charge in managing a diverse portfolio of middle market credits, ensuring credit risk is mitigated while delivering exceptional service to clients. Drive growth initiatives and mentor junior...

Discover a dynamic role that drives seamless operational processes, enhances governance, and fosters collaboration across teams, empowering investors and ensuring alignment with strategic initiatives...

Empower clients through tailored financial planning, managing complex relationships and guiding investment strategies. Collaborate with a dedicated advisory team to enhance client confidence and achie...

Unlock growth opportunities by sourcing and evaluating investment prospects, conducting due diligence, and managing portfolio relationships in a dynamic investment environment...

Join a collaborative team as you manage client relationships, provide tailored investment guidance, and deliver holistic financial planning. Shape your career in a relationship-driven environment focu...

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...

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...

Support the Venture Capital team by analyzing firms, attending meetings, and preparing reports to drive informed investment decisions and monitor market trends for better outcomes for clients and the...

Elevate your career by managing client relationships and providing customized financial strategies. You'll support senior leadership, execute trades, analyze portfolios, and ensure exceptional service...

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...

Deliver results by driving revenue growth and managing risk across branches. Enhance client service, develop cohesive teams, and lead recruitment of Financial Advisors, ensuring compliance and improvi...

The Regional Director, Alternatives will be responsible for generating investment sales to financial advisors across various wealth platforms in the West Coast region. This role requires a strong back...

Accelerate your career by supporting team growth and leading fund accounting operations. Oversee client deliverables, liaise with external partners, and enhance operational processes while managing di...

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...

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...