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
$250k - $369k
...President, Special Situations & Investor Relations - Fintech Clients Join to apply for the Executive Vice... ...Edelman Smithfield is the go-to strategic communications and investor... ...house IROs, sell-side analysts, and investment bankers works side‑by‑side with Boards...SuggestedLocal area- ...companies on projects and long-term programs, focusing on investor relations and managing communications during financial transactions and... ...in Investor Relations or related fields, along with strong client management and writing skills. Join a firm with a unique culture...Suggested
- 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
- ...Investor Relations, Client Services Associate Location: San Francisco | Hybrid (4 days in, 1 remote) Industry: Asset Management / Financial... ...Great Fit If You: Have 4–6 years of experience within investment management or financial services Are highly detail-...SuggestedWork at officeRemote work
- ...in San Francisco seeks a detail-oriented professional for the Client Experience team. You'll provide personalized financial advice and... ...with regulations. A Bachelor’s degree in Finance or a related field, and 3-5 years of experience, are preferred. Comprehensive...Suggested
$150k - $300k
...Investor Relations Professional Onsite | San Francisco... ...on behalf of a valued client partner in the venture capital investment sector. HireNow Staffing... ..., co-investments, and strategic capital initiatives.... ...elite boutiques, or MBB consulting firms Existing relationships...Permanent employmentFull timeVisa sponsorship- ...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...
- ...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...
- ...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...
$150k - $200k
...Position: Director, Investor Relations Reports to: Senior Director,... ...in multifamily real estate investments, with a steadfast commitment... ...investing expertise with dedicated client service to deliver impactful... ...we continue to grow through strategic acquisitions and innovative...Local areaRemote workFlexible hours$170k - $270k
...Francisco seeks a Director for Corporate Development & Investor Relations. This role requires 10 years of experience and includes... ...communication skills, along with a successful track record in investment banking. The compensation range for this position is between $...$200k - $250k
A leading investment firm in San Francisco is seeking an Associate for Investor Relations. This role focuses on managing investor inquiries, preparing reports, and supporting fundraising activities. Candidates should have 2-4 years of experience in investor relations or...Full time$285k - $350k
...searching for a Vice President of Corporate Communications & Investor Relations to enhance company visibility and reputation. This executive... ...to $350,000 annually, this position emphasizes leadership and strategic communication skills. Benefits include unlimited PTO and stock...- ...Analysis to lead enterprise-wide financial planning and analysis. Responsibilities include our annual operating plan, forecasting, and strategic financial analysis. The ideal candidate has strong corporate FP&A experience, exceptional financial modeling skills, and the...
- A leading nonprofit healthcare organization in San Francisco is seeking a System Manager for Debt and Investor Relations. This role involves leading investor relations initiatives, collaborating with senior executives, and managing the public bond portfolio. Candidates...
- ...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...
- 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...
$101.23k - $172.36k
...and their high-net-worth clients to build intelligently personalized investment portfolios. RBC... ...macroeconomic outlook and strategic asset allocation to help... ...National Bank. INVESTMENT CONSULTANT WHAT IS THE... ...investment and /or HNW related experience. Experience...Remote work$150k - $225k
...offering the chance to work closely with senior professionals and deliver high-quality strategic advice to clients. The ideal candidate will have 3-5 years of experience in investment banking, strong financial analysis skills, and a Bachelor's degree, with an MBA as a...$175k - $200k
Senior Investment Consultant - Institutional, RIA, and Family Offices (West... ...with products that provide strategic and tactical opportunities... ...strategy to optimize the entire client lifecycle (prospecting to... ...field activity and sales related data in CRM System and effectively...Full timeWork experience placementWork at office- ...Director, Corporate Development & Investor Relations based in San Francisco to shape our... ...of relevant experience in roles such as investment banking or corporate development. This... ...significant impact on the company’s growth and strategic direction. #J-18808-Ljbffr Airwallex-
$10 per hour
...strategies. This year, we crossed $15B in client assets and are growing quickly.... ...You will report to the Head of Investor Relations and will be responsible for ongoing support... ...Relations in the TradFi or Alternative Investments Industry. Primary Responsibilities:...Full timeTemporary workFor contractorsWork at officeVisa sponsorshipFlexible hours$200k - $250k
...Collaborate with accounting and investment teams to distribute capital... ...received from investors and consultants. Marketing and Event Support... ...: 2-4 years in investor relations, capital markets, credit, fund... ...a related field Attributes: Strategic thinker, self‑motivated,...Full time$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- ...The Opportunity We are seeking a strategic Head of Investor Relations (based either in Munich or in San Francisco) to act as the primary liaison between our company and the investment community. You will be responsible for crafting our corporate narrative, managing relationships...Work at office
- ...publicly traded, high-growth technology consulting and digital transformation company... ...experienced Director of Investor Relations to serve as a strategic partner to executive leadership.... ...company's communications with the investment community while helping articulate...
- ...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 equivalent...Work at officeWorldwide
$97k - $264k
...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...Remote workWorldwideHome officeFlexible hours$150k - $200k
...Voy Ventures, a Japan-focused Venture Capital Fund in the SF Bay Area, is seeking an Investor Relations Manager. The role involves managing relationships with limited partners based in Japan and requires fluency in Japanese. Key responsibilities include issuing quarterly...$150k - $225k
...complex domestic and cross-border transactions. The role focuses on providing strategic advice to clients within various healthcare sectors. Eligible candidates should have 3-5 years of investment banking experience, strong financial analysis skills, and effective...
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