Investment Manager Jobs in Millbrae, CA

Partner with us to enhance operational efficiency for portfolio companies. Utilize your expertise in accounting and finance to drive performance improvements, mentor teams, and deliver tailored soluti...

Innovate in AI/ML to create intelligent agents for financial advisors, streamlining operations and enhancing client engagement. Work collaboratively within a dynamic team to improve portfolio insights...

Drive the design and implementation of AI/ML systems to enhance advisor operations by harnessing client data and portfolio insights within a reliable, auditable framework, transforming the interaction...

Execute innovative marketing strategies to achieve sales goals, expand territories, and manage a diverse prospect pipeline. Collaborate within a dynamic team environment that fosters creativity and pr...

Take ownership of key client relationships, driving growth and engagement through collaboration with cross-functional teams. You'll manage enterprise-level accounts, negotiate deals, and execute strat...

Drive investment success by optimizing rental properties for diverse clients. Collaborate cross-functionally to enhance performance through strategic oversight, data analysis, and market insight, ensu...

Manage global accounting operations by leading multi-entity consolidations, ensuring compliance across jurisdictions, and enhancing financial reporting efficiency while partnering with local teams to...

Join our dynamic FP&A team to drive financial planning and analysis initiatives. Lead the implementation of our planning platform, optimize systems, collaborate with cross-functional teams, and empowe...

Innovate and optimize transaction workflows by integrating AI tools, automating tasks, and driving efficiency in data management and analytics, enhancing overall operational performance and compliance...

Join a team that leads innovative tax strategies in Alternative Investment Funds. Oversee tax projects, manage client relationships, and mentor junior staff while navigating complex federal and state...

Join a dynamic investment team to drive equity investment opportunities in diverse property sectors, overseeing negotiations, due diligence, and team leadership while fostering strong partnerships thr...

Elevate your career by managing complex investment activities for high net worth clients. Collaborate with a dynamic team to develop personalized strategies and achieve exceptional growth in a support...

Manage the acquisitions process by identifying, negotiating, and closing deals effectively. Collaborate with teams to drive growth and ensure seamless transactions that contribute to overall business...

Drive client success by cultivating long-term relationships and delivering tailored financial wellness solutions while collaborating with internal teams to ensure client satisfaction and business grow...

Elevate client relationships as you design, implement, and grow financial wellness programs. Collaborate with clients and internal teams to achieve business goals, ensuring impactful solutions and enh...

Explore opportunities as you cultivate long-term relationships, enhance client engagement, and drive innovative financial wellness solutions. Collaborate with diverse teams to align services with clie...

Shape the go-to-market strategy and messaging for enterprise clients, driving product adoption and sales enablement through hands-on execution and cross-functional collaboration...

Shape the future of investment management by building lasting relationships with advisors in the Pac NW. Drive growth in mutual funds, SMAs, and ETFs through expert insights and innovative strategies...

Explore the potential to drive sales growth in the Midwest territory, leveraging your expertise in chemical solutions. Collaborate with teams to build lasting customer relationships and create innovat...

Transform corporate risk management by optimizing insurance programs and underwriting processes. Collaborate across diverse teams to enhance our digital infrastructure and energy sectors, ensuring eff...

Drive business growth by leveraging your sales expertise in the Gulf Coast region. Join a dynamic team focused on customer solutions, developing relationships, and enhancing chemical treatment program...

Join a strategic team to lead the third-party risk management program across a national bank. You will oversee vendor assessments and compliance, enhance frameworks, and ensure regulatory readiness wh...

Drive project success by managing complex technology initiatives, aligning business and technical goals, and collaborating with stakeholders to ensure timely deliverables and high-impact results withi...

Engage in key financial operations, ensuring compliance and scalability across FROs. Collaborate with diverse teams to deliver insightful financial reports, uphold rigorous standards, and enhance inte...

Join a team that's at the forefront of consumer sales, leading a remote group of Life Insurance Agents to exceed targets. Drive performance and foster a high-performance culture while collaborating ac...