Strategic Investment Consultant & Client Relations
PowerToFly
Morgan Stanley is seeking an Investment Consultant - Relationship Manager on a FA/PWA team to develop, maintain, and oversee relationships with new and existing clients, delivering highly strategic investment consulting. In collaboration with the Financial Advisor Team, the role assesses client objectives to provide tailored wealth management strategies and personalized financial planning solutions. The position offers base pay with potential commissions and bonuses. #J-18808-Ljbffr PowerToFly
- A leading global asset management firm is seeking an Investor Relations Associate to enhance client relationship management in San Francisco. This role involves preparing investor materials, coordinating with internal teams, and conducting market research to support investor...Suggested
- Anthropic, based in San Francisco, seeks a Director of Investor Relations to lead engagement with investors and the broader financial community, crafting the investment narrative alongside the Head of Investor Relations and explaining Anthropic’s mission, strategy, financial...Suggested
- ...U.S. We serve institutional clients with our multi-asset business... ...about $90B of AUM. We seek investment talents who want to change the... ...Head of Investor Relations to establish and lead the investor... ...sophisticated investor audience. Strategic thinker with the ability to...Suggested
- Consulting Actuary/Client Relationship Manage (CRM) Job Openings Consulting Actuary/Client Relationship... ...level of creative, innovative, and strategic expertise to clients and colleagues... ...employee benefits consulting and/or related professional services environment involving...SuggestedFull timeImmediate startRelocation package
- ...A leading strategic communications firm with 25 global offices. This company has a unique... ...‑term programs. In addition to investor relations, the Director will manage communications... ...interest in communications work. Strong client and writing skills. Additional Information...Suggested
- ...Director, Corporate Development & Investor Relations in San Francisco. You will develop the... .... Candidates should have 10+ years in investment banking or corporate development,... ...offers significant impact on the company's strategic growth and financial initiatives. #J-18...
$85.1k - $161.7k
...of change, empowering our clients and people to realize... ...our Accounting and Finance Consulting practice within our Strategic Finance and FP&A solution... ...candidate has 2+ years of related experience in a high growth... ..., venture capital or investment banking. High upside candidates...Full timeWork experience placementInternshipLocal area- ...premier global asset management firm investing across real estate, private... ...looking to hire an Investor Relations Associate to join the Investor Relations and Client Services team. This Associate will... ...and investment teams on strategic communications, reporting, and...
- Obsidian is building a public-company investor relations practice. You will draft earnings releases, prepared remarks, and Q&A briefings for quarterly results, and own the earnings cycle from script to analyst engagement. You will build investor materials, assess activist...
$200k - $300k
...acquiring new high-net-worth (HNW) clients. This role is crucial for... ...for traditional long-term investment advising; rather, it requires... ...transformational financial milestones. Strategic Advisory & Thought Leadership... ..., wealth management or a related client-facing financial role...Full time- Callan, a leading investment consulting firm in San Francisco, seeks a senior investment consultant to work with... ...or non‑discretionary bases. You will manage client relationships, conduct investment research, and lead strategic projects while collaborating with Callan’s...
- ...the intersection of M&A and investor relations within the Superhuman Finance org,... ...across Superhuman to source and align on strategic priorities and reinforce Corp Dev +... ...) and in an advisory capacity (e.g. investment banking, consulting, and/or investing)A track record of...Remote workWork from homeWorldwideHome officeFlexible hours
$70.35k - $205.8k
...Accenture Consulting: Your Unique Place in our Global... ...work at the heart of our clients' organizations so that... ...happen by chance. We invest in training and development... ...insights that inform strategic decision-making and... ...including initiatives related to digital assets,...Work experience placementLive inWork at officeLocal area$330k - $410k
...globally. As our first dedicated Investor Relations hire, you will build the foundation for... ...engagement, ensuring transparency, strategic storytelling, and alignment with financial... ...leadership role in investor relations, investment banking, corporate finance, or...Full timeWork at officeLocal areaRemote workHome office$330k - $410k
...As Cohere’s first dedicated Investor Relations hire, you will build a foundation for structured... ...engagement, ensuring transparency, strategic storytelling, and alignment with... ...leadership role in investor relations, investment banking, corporate finance, or strategic...Local areaRemote workHome office$425k
...About the Role Anthropic’s Investor Relations team is responsible for managing the company... ...the company’s investor engagement and investment narrative, informing investors’... ...Experience synthesizing complex financial and strategic information into written work for...Work at officeVisa sponsorshipFlexible hours$170k - $270k
...ownership. You bring strong role-related expertise and sharp thinking,... ...Airwallex is the company’s strategic brain trust, driving... ...experience, preferably in top-tier investment banking, private equity or venture capital, management consulting, corporate development or equivalentBachelor...Temporary workWork at officeLocal areaWorldwide$148k - $185k
As Marqeta’s Investor Relations Manager you will support the company... ...communications with the investment community, in addition to assisting... ...communicating its strategic and financial opportunities... ...web-hosting, surveillance, IR consultants, and targetingKeep and document...Work at officeRemote workFlexible hours1 day per week$500 per month
...Responsibilities Anthropic’s Investor Relations team is responsible for managing the company... ...the company’s investor engagement and investment narrative alongside the Head of... ...well as the broader industry, bringing strategic insights to leadership to help inform key...Work at officeHome officeVisa sponsorshipRelocation packageFlexible hours$119k
About the RoleWe’re seeking a Strategic Finance Senior Associate to... ..., and inform strategic investment decisions. Our team’s mandate... ...preparation and executive narratives related to user growth, translating... ...banking, private equity, consulting, venture capital or a...Full timeWork at officeLocal areaRemote work- ...be sent from @Rippling.com addresses.Strategic Finance at RipplingStrategic finance... ...budgeting, Board materials, investor relations, and business unit partnership. This... ...company. Prior background in banking, consulting, or investing is preferred, though not required.What...Work at office3 days per week
$107k - $172k
...opportunities for our own employees by investing in their growth. We aspire... ...needs of the team. The Strategic Finance Center of Excellence... ...Analytics, Finance, or related field AND minimum 3 years of... ...finance accounting, management consulting, investment banking, or...For contractorsWork at officeFlexible hours- ...Antonio Position Summary The Vice President, Investor Relations is responsible for defining, developing, and... ...leadership, and long-term growth opportunities to the investment community. This executive serves as a strategic partner to the Executive Leadership Team,...Full time
- ...exceptional service to our clients and business partners. Our sales... ...a singular focus: to offer investment solutions designed to... ...Integrated Client Team to deliver consultative investment solutions and... ...seamless client service and drive strategic initiatives. Demonstrate...
- Co-Founder - Investor Relations & Operations We’re a purpose-driven startup on a mission to “teach and inspire maturity” in a world often... ...drive daily business functions, scale the company, and build strategic partnerships. Key Responsibilities Investor Relations:...Full timeFlexible hours
$130k - $175k
...Citizens is seeking an ambitious Investment Banking Analyst III to join... ...of pitch materials, client presentations, offering memoranda... ...banking or transaction-related financial experience Industry... ...starting team player who can think strategically and excel in a fast-paced,...Local areaMonday to FridayFlexible hours$68k - $135k
POSITION SUMMARY:The Investment Consultant - Relationship Manager on a FA/PWA team is responsible... ...of relationships with new and existing clients. The Relationship Manager combines personal... ...to provide individualized, highly strategic Investment consulting. Relationship...Temporary work$113.9k - $168k
...Strategic Finance AssociateScopely is looking for a Strategic Finance Associate... ...and strategic opportunities (M&A, investments and capital structure related activity)Perform financial due... ...corporate development or strategic consulting experience is requiredBachelor's degree...Local areaImmediate startWorldwide$111k - $135k
...experienced Associate who will support the Strategic Finance and business planning... ...Compliance, Rating Agency, and Investor Relations support Corporate Finance/Strategic... ...knowledge of valuing and financing renewable investments Skills Strong analytic,...Full timeTemporary workWork experience placement- ...Cohere is seeking its first dedicated Investor Relations leader to establish a solid IR foundation and drive strategic messaging for financial stakeholders. You will own investor communications, build senior-level relationships, and guide the company toward public-market...
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