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Investment Adviser Career Center

Latest Jobs

City National Bank
New York, NY
Jul 09, 2026
ABOUT US RBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios. RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals. RBC Rochdale, LLC is an SEC-registered investment adviser and wholly-owned subsidiary of City National Bank.   REGULATORY ASSOCIATE INVESTMENT MANAGEMENT   WHAT IS THE OPPORTUNITY? This position sits in City National Bank's Investment Management Group's (IMG) and supports the Head of Regulatory Governance for the Chief Investment Officer. This is a First Line of Defense role and is responsible for the identification, monitoring and mitigation of operational and regulatory risks. In addition, the role will support the IMG's corporate governance requirements, controls implementation and monitoring, and development and maintenance of procedure documentation. The...
Wells Fargo & Company
Charlotte, NC
Jul 09, 2026
About this role: This position within the In-House Agency ( wellocreative.com ) will support the Wealth & Investment Management (WIM) business by aligning strategy, creative execution, and channel performance. The individual will translate complex business goals into integrated marketing programs that influence advisor and client behavior. This position will lead cross-functional teams to deliver compliant, high-quality campaigns across multiple channels at scale. The individual will also modernize ways of working by embedding data, performance insights, and AI-enabled capabilities into marketing delivery. This role follows a hybrid work schedule and can sit in Charlotte, NC or Minneapolis, MN. The Wells Fargo job profile is Lead Marketing Consultant . In this role, you will: Marketing Strategy: Translate business objectives into integrated marketing strategies and measurable outcomes Campaign Leadership: Lead end-to-end campaign delivery from problem...
Raymond James
St. Petersburg, FL
Jul 09, 2026
Job Description Summary The Vice President, Innovation is responsible for driving practical, scalable innovation across Raymond James Investment Management, with a focus on technology-enabled capabilities, artificial intelligence, and strategic partnerships. This role serves as a bridge between business and technology, ensuring innovation efforts deliver measurable value. The position emphasizes execution, governance, adoption, and change management - translating emerging capabilities into durable solutions that improve investment processes, operational workflows, sales effectiveness, and client outcomes. Job Description Responsibilities: Define and execute a firmwide innovation strategy aligned with RJIM’s business priorities, operating model, and regulatory obligations. Lead the responsible implementation of artificial intelligence and data-enabled capabilities across investment, operational, and client-facing functions. Identify, prioritize, and guide use cases...
Walker & Dunlop
Calabasas, CA
Jul 09, 2026
Department: Affordable Housing | Equity - Acquisitions We are Walker & Dunlop.  We are one of the largest providers of capital to the commercial real estate industry, enabling real estate owners and operators to bring their visions of communities — where people live, work, shop, and play — to life. We are committed to creating meaningful social, environmental, and economic change in our communities. Department Overview   W&D Affordable Equity (formerly Alliant Capital) is a leading tax credit firm focused on tax credit syndication for the development and financing of affordable multifamily rental housing. As a syndicator of Low-Income Housing Tax Credits (LIHTC), W&D Affordable Equity raises corporate equity and monitors the development, construction, lease-up, and permanent financing phases of its investments. With a dedicated team of experienced real estate, asset management, legal, and tax professionals, we provide the highest level of fully...