Investment Manager Jobs in Pacifica, CA

Oversee a portfolio of defined contribution plans, build client relationships, manage issues, and provide strategic solutions as a trusted advisor, ensuring optimal service and satisfaction for Plan S...

Join a team that's dedicated to providing tailored wealth strategies by collaborating with clients and Wealth Advisors. Enhance relationships through active financial planning and contribute to holist...

Lead the charge in architecting operational infrastructure for investor onboarding, ensuring seamless processes for multiple funds while mentoring a team. Build standards that drive scalable, error-fr...

Take ownership of defining and operationalizing a customer ROI framework across teams, fostering strategic growth initiatives through measurable value outcomes while enabling effective customer engage...

Partner with us to drive innovation in wealth management by leading legal counsel for product development. Collaborate with cross-functional teams to ensure compliance while delivering impactful solut...

Champion impactful global marketing campaigns for our innovative fintech solutions. Drive strategy, collaboration, and analyze results to maximize engagement, growth, and pipeline success. Collaborate...

Take ownership of client relationships and drive business growth by collaborating with clients, consultants, and internal teams to deliver exceptional service and operational support across a diverse...

Unlock growth potential by leveraging consultative sales strategies to expand market share and provide exceptional investment solutions across various financial platforms in your designated territory...

Oversee comprehensive portfolio management for clients, collaborating with servicers to enhance asset performance while defining strategies and reporting on key metrics. Drive operational excellence a...

Join us in redefining banking solutions for Ultra High Net Worth clients. Collaborate with professionals to provide specialized lending, deposit, and trust services, ensuring exceptional client experi...

Unlock potential by partnering with Ultra High Net Worth clients to deliver tailored banking and credit solutions. This senior role demands collaboration across teams, ensuring exceptional client expe...

Reimagine financial strategy as you lead FP&A efforts, partnering with cross-functional teams to drive informed decisions, optimize performance, and support scalable growth through insightful financia...

Join a dynamic team to implement innovative investment strategies, track performance, and collaborate with clients to meet their financial goals. Leverage your expertise to analyze portfolios and guid...

Empower your career by delivering complex U.S. tax compliance solutions for globally mobile clients. Manage a talented team while enhancing operational excellence and contributing to a growing advisor...

Elevate your career by leading technical accounting functions in a fast-paced, innovative environment. Collaborate with cross-functional teams to ensure compliance with U.S. GAAP and IFRS while suppor...

Champion robust legal analysis and counsel on tax matters across product lines, ensuring compliance with federal and state laws while mentoring junior counsels and supporting strategic business object...

Engage in shaping the future of finance technology by driving product strategy, leading cross-functional teams, and developing innovative solutions that address key challenges in finance operations...

Partner with us to lead and empower teams in delivering strategic accounting advisory services, enhancing transactions for diverse clients while leveraging mentorship, resources, and collaborative sup...

Manage comprehensive financial crime investigations, ensuring compliance with US regulations while coordinating with global teams on risk management and crime prevention strategies. Utilize data analy...

Lead the charge in safeguarding financial integrity by conducting advanced investigations and compliance efforts. Collaborate globally to enhance detection capabilities and report suspicious activitie...

Engage in critical surveillance of sales practices to safeguard compliance and mitigate risks across the organization. Collaborate with various teams to enforce policies and improve procedural control...

Join a team that's dedicated to providing high-quality tax compliance and consulting services for high net-worth clients. Leverage your expertise in tax law, client management, and team leadership to...

Optimize tax compliance and strategy by leading teams to enhance efficiency. Drive projects while coaching talent and navigating complex regulations to deliver exceptional client solutions in an ever...

Transform tax strategy by guiding clients through complex regulations, optimizing compliance, and mentoring teams. Drive successful deliverables and foster innovative approaches while ensuring adheren...

Champion a culture of innovation by partnering with teams to drive client relationships, identify opportunities in Commercial Banking, and expand service offerings to diverse industries with a focus o...