$90K - $130K *
Elevate investment strategies by evaluating opportunities, structuring deals, and leading transactions. This role offers a chance to make impactful financial decisions in an entrepreneurial education...
2 weeks ago
$140K - $160K *
Transform your career by managing personalized portfolios, driving direct indexing solutions, and implementing tax optimization strategies while collaborating in a dynamic investment management team...
6 days ago
Investment Strategist / Investment Director
$150K - $200K *
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...
6 days ago
$110K - $120K *
Shape the future of project management by driving enterprise-wide initiatives, enhancing operational effectiveness, and fostering collaboration across teams to meet key business objectives and deliver...
Reposted yesterday
Director of Investment Accounting
$120K - $150K *
Elevate your career by leading investment accounting for a dynamic insurance platform. Oversee compliance, reporting, and enhance efficiency in a regulated environment while mentoring a talented team...
3 weeks ago
$80K - $120K *
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...
1 week ago
$70K - $95K *
Join a dynamic team to oversee investment strategies, monitor performance metrics, and develop actionable insights for senior leadership, contributing to capital adequacy and regulatory compliance whi...
1 week ago
$146K - $203K *
Discover a dynamic role that drives seamless operational processes, enhances governance, and fosters collaboration across teams, empowering investors and ensuring alignment with strategic initiatives...
1 week ago
$90K - $130K *
Drive meaningful change in education by leading strategic investments and acquisitions. Collaborate with senior leadership to structure and execute deals that enhance the organizational ecosystem, whi...
2 weeks ago
Investment Consultant - Relationship Manager/CPA
$80K - $120K *
Transform client relationships by delivering tailored investment strategies and advice, ensuring financial goals are met while leveraging extensive resources and expertise within a collaborative envir...
5 days ago
$100K - $135K *
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...
3 weeks ago
$162K - $180K *
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...
1 week ago
Senior Director - Investment Services
$138K - $200K *
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...
2 days ago
Manager - Private Equity Advisory
$120K - $150K *
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...
1 week ago
VP, Head of Investment Accounting
$180K - $268K *
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...
2 weeks ago
$133K - $212K *
Manage and optimize our investment portfolio with operational excellence, focusing on performance tracking and reporting. Champion automation initiatives while mentoring junior analysts to ensure scal...
1 week ago
$90K - $130K *
Lead the charge in evaluating and executing strategic investments while structuring complex transactions. Collaborate closely with senior leadership to drive growth and strengthen partnerships within...
6 days ago
$145K - $182K *
Unlock potential by leading cross-functional teams to effectively manage and execute complex project portfolios. Collaborate with senior leaders to align projects with organizational priorities, optim...
1 week ago
$72K - $101K *
Drive innovation and performance while collaborating across teams to enhance operational efficiencies and deliver impactful solutions that align with business objectives and customer needs. Your contr...
1 week ago
Alternative Investment Strategist
$180K - $275K *
Unlock potential by producing impactful research and thought leadership for investors. Collaborate with teams to create accessible narratives, engage clients, and elevate the firm's standing in altern...
2 weeks ago
Wealth Investment & Portfolio Management Platforms Senior Manager
$112K - $210K *
Join a dynamic team as a technical leader driving innovative portfolio management solutions, ensuring seamless integration and operational excellence across vendor and internal platforms to support in...
Reposted 1 week ago
Private Client Manager- Investments
$110K - $215K *
Join a dynamic team to deepen client relationships and enhance financial solutions. Leverage your expertise in investment products and client management to drive revenue growth while delivering an exc...
5 days ago
$130K - $140K *
Elevate our product strategy by executing market-driven solutions that foster customer satisfaction, support business goals, and enhance product outcomes. Collaborate with cross-functional teams to in...
3 days ago
Administrative Program Manager
$110K - $120K *
Join a team that's driving operational success by facilitating high-level executive support and coordinating strategic initiatives across multiple functions, enhancing leadership effectiveness and pro...
3 weeks ago
$75K - $90K *
Execute trading operations effectively, enhancing processes and efficiency for diverse client accounts in the SMA and UMA sectors, while maintaining rigorous risk controls and ensuring seamless trade...
6 days ago