Investment Manager Jobs in Millbrae, CA

Unlock potential by managing broker relationships to drive sales growth, develop strategic partnerships, and enhance market presence while demonstrating product value and delivering exceptional custom...

Lead the charge in developing and managing broker strategies to drive sales and growth. Collaborate with internal teams, build long-term relationships, and utilize product knowledge to enhance TriNet...

Drive growth through strategic broker relationships while managing multiple accounts. Collaborate closely with sales and leadership to leverage resources, influence decisions, and ensure successful ex...

Join us to develop and manage key broker accounts, driving sales growth and building strong relationships. Leverage your expertise to articulate value propositions and influence customer decisions whi...

Champion growth by executing investments and conducting thorough market analysis while collaborating with a global team on diverse projects throughout the investment lifecycle...

Engage in dynamic investment banking transactions, working closely with senior bankers and clients to build models, conduct research, and deliver strategic analyses. Collaborate in a fast-paced, team...

Oversee and lead audit engagements for financial institutions, ensuring high-quality delivery of risk-based advisory services while mentoring teams and enhancing client relationships...

Empower growth by contributing hands-on to AI projects and managing program delivery across multiple portfolio companies. Integrate technology with operational excellence to drive measurable business...

Advance attorney staffing and engagement through effective resource management, onboarding, and policy compliance, ensuring operational excellence within a collaborative legal environment...

Join a team that's focused on enhancing attorney engagement and staffing efficiency. This hands-on role supports the timely onboarding, integration, and ongoing support of legal professionals while en...

Drive operational excellence by leading and supporting financial centers, enhancing client experience, and fostering an inclusive team culture. Collaborate effectively to manage market initiatives and...

Drive investment strategies by collaborating with teams to develop scalable solutions, enhancing portfolio management through advanced analytics and innovative processes, ultimately supporting clients...

Elevate your career by leading tax consulting initiatives in the renewable energy sector, delivering strategic insights on local and international tax matters while developing diverse teams and optimi...

Lead the charge in property management excellence by overseeing financial performance, enhancing customer service, and developing a collaborative team culture that drives success and satisfaction in y...

Pioneer transformative compliance strategies within financial services, leading large-scale programs on KYC, AML, and fraud. Collaborate with executive teams to enhance operational excellence and driv...

Lead the charge in enhancing investor relations and capital raising efforts for Private Capital, driving engagement with institutionals and ensuring high-quality reporting and communication across div...

Lead and optimize ADML delivery for mid-market clients, ensuring excellence in client engagement, project management, and team mentorship while fostering innovative solutions and process enhancements...

Join a dynamic hedge fund accounting team to own daily NAV processes, ensuring accuracy in reconciliations, trade support, and fee calculations while collaborating with key stakeholders in a fast-pace...

Support our hedge fund accounting team by managing NAV processes, ensuring precision in reconciliations and trade support. Collaborate with cross-functional teams to enhance reporting and contribute t...

Manage day-to-day accounting operations ensuring financial accuracy and compliance. Collaborate with cross-functional teams, provide insights, and support audits. Lead and develop the accounting team...

Grow your career with a strategic role that leverages deep wealth planning expertise to influence outcomes and enhance relationships, driving growth in ultra-high-net-worth client portfolios through i...

Elevate your career by managing complex data projects that drive strategic analytics initiatives. Lead cross-functional teams to deliver innovative data solutions on-time and within scope, ensuring al...

Join a dynamic team focused on enhancing client relationships through strategic use of Aladdin. As a trusted partner, leverage deep product knowledge and industry insights to drive client success and...

Drive high-impact financial reporting and forecasting processes, enhancing strategic planning and stakeholder communication. Collaborate with financial leaders to support corporate and investor needs...

Join a team that's redefining mid-market ADML delivery, leading client engagements, optimizing vendor performance, and crafting innovative programs while mentoring and supporting junior staff in a dyn...