Investment Manager Jobs in Millbrae, CA

Join us to elevate home services through effective leadership, mentoring, and innovative problem-solving. Drive team performance and customer delight while optimizing operations and fostering a cultur...

Join a team that's shaping the future of investment management with a dynamic Analyst Program designed to equip you for success in private credit, focusing on middle-market investments while fostering...

Join a team that's dedicated to cultivating agency relationships and driving growth. Leverage your sales expertise to manage client acquisition and retention across Northern and Central California, op...

Champion strategic projects and lead multidisciplinary teams to advance therapeutic programs. Oversee executive operations, ensuring seamless communication, efficient processes, and risk management wi...

Lead M&A tax due diligence and structuring processes for diverse transactions. Mentor teams, manage client relationships, and deliver high-quality analyses while identifying tax risks and opportunitie...

Empower success by managing client service teams and delivering operational support. Facilitate client relationships, execute timely requests, and contribute to wealth management strategies in a dynam...

Elevate client relationships through tailored financial solutions while engaging with affluent clients to help realize their financial dreams and goals. Drive growth by leveraging resources and addres...

Champion growth by fostering relationships with affluent clients, analyzing their financial needs, and delivering tailored solutions. Leverage your expertise in wealth management to elevate client exp...

Join a dynamic team to elevate client relationships and deliver exceptional wealth management services, supporting key investment strategies and ensuring client satisfaction with detailed financial an...

Empower the Private Banking Mortgage team by overseeing the credit process, enhancing customer experience, and driving process improvements. Collaborate with various teams to structure loans, provide...

Engage in regulatory reporting excellence by owning and optimizing bank filings. Collaborate cross-functionally as you build the reporting function from scratch, ensuring compliance within a dynamic a...

Transform product delivery by defining strategic roadmaps and influencing AI innovations. Collaborate with leadership to ensure accountability and mentor emerging talent across a vital sector in retir...

Lead the charge in revolutionizing wealth management by engaging high-net-worth prospects and driving sales success through proven strategies and dedicated support, enabling unmatched growth within a...

Lead the charge in managing ETF launch operations, ensuring timely execution, coordination across teams and clients, and flawless communication in a dynamic, high-volume environment while supporting a...

Join as a trusted advisor to provide legal support for personal trust and investment services. You'll navigate fiduciary law and banking regulations while collaborating across teams to mitigate risks...

Collaborate with enterprise clients to enhance deployment strategies, ensuring successful adoption of AI solutions. Leverage customer insights to influence product development and create value-driven...

Champion the financial growth of high-net-worth clients by crafting tailored strategies and fostering strong relationships, all while collaborating with business development to enhance overall client...

Unlock potential by managing data product initiatives, ensuring robust collaboration among Data Engineering and business teams, transforming business needs into actionable product requirements, and dr...

Advance our digital merchandising efforts by collaborating with diverse teams to enhance product visibility, optimize sales strategies, and ensure a seamless customer experience in a fast-paced retail...

Drive operational excellence in claims management, leading teams to achieve superior customer experiences and implement strategic initiatives for growth and improvement in property and liability claim...

Tackle critical business challenges by leveraging data insights to drive decision-making and execution across teams, scaling operations from 5M to 50M customers, resulting in significant growth and re...

Lead the charge in sales by engaging high-net-worth clients and providing tailored wealth management solutions to drive customer success and business growth across a defined territory with full remote...

Join a team that's dedicated to fostering client success through strategic leadership, executive engagement, and operational excellence, ensuring long-term satisfaction and growth across healthcare te...

Unlock potential by driving innovation and growth in ETF platforms. Collaborate across investment, trading, and operations teams while leveraging deep market expertise to design scalable, risk-focused...

Join us to lead and enhance a comprehensive security program while managing corporate IT operations in the healthcare technology sector. Drive strategic initiatives, set policies, and build a dedicate...