Investment Adviser Career Center

The Tax Center of Excellence (CoE) is tasked with managing global tax compliance for the organization's investment products, maintaining adherence to all relevant tax and regulatory authorities. The CoE also coordinates reclaim and relief at source operations for the global investment platform, oversees value added tax and financial transaction taxes across multiple international jurisdictions, offers guidance and technical tax support during new product launches, and administers withholding tax procedures for non-US clients. We are seeking someone with significant custody tax and/or tax advisory experience who can join us as the Vice President responsible for leading and developing a team overseeing such processes. This individual will set operational priorities, drive governance and continuous improvement, and ensure effective execution of day-to-day operations. Due to the role requirements this job needs to be performed primarily in the office with some flex work opportunities...

We’re financing the future of energy Crux is the capital platform for the clean economy. We modernize capital raising and deployment for clean energy and critical infrastructure with solutions across advisory, investments, technology, and intelligence. Our team of 95 is composed of experts in energy, tax, finance, government, and technology. We have raised $77 million in capital from some of the best investors, including Andreessen Horowitz, Lowercarbon Capital, New System Ventures, Overture, Ardent Venture Partners, QED, Canapi, and others. These funds are joined by strategic investors including Pattern Energy, Clearway Energy, EDF Renewables, Intersect Power, LS Power, Orsted, Hartree Partners, Liberty Mutual Strategic Ventures, MassMutual Ventures, and OMERS Ventures. An inflection point in American energy and manufacturing Energy demand is growing for the first time in decades, driving an urgent need for more affordable and reliable electricity. More electricity...

Who we are looking for We’re seeking a VP, North America Marketing Manager to lead the strategy and execution of marketing programs that have a direct and measurable impact to our distribution channels and product goals. Reporting directly to the Head of North America Marketing, the ideal candidate will have extensive Institutional marketing experience as well as experience leading registered and non-registered product launches and multi-channel, integrated marketing campaigns leveraging various marketing tactics such as paid search, advertising, paid media, social, in-person and virtual events, public relations, content, and digital experience. The role is based in Boston, MA. Why this role is important to us This is an opportunity for a well-rounded and highly collaborative marketing professional with existing insight into the institutional and intermediary market segments. The role will collaborate with members of Intermediary and Institutional Sales, Client...

The WIM Head of Digital & Direct Investments Product Management (AI First) is a senior product leader accountable for shaping and delivering digital and advisor enabled investment capabilities across Wells Fargo’s digital and direct channels. Reporting to the Head of the WIM Chief Product Office, this role leads product strategy, design, and prioritization to drive scalable growth, strong risk management, and an industry leading client experience.  Operating with a clear AI first mindset, this leader ensures that all new product development and platform modernization efforts natively embed artificial intelligence to enhance advisor effectiveness, deepen client engagement, and materially improve operational efficiency. This role is also accountable for ensuring clear alignment between business plan priorities, financial commitments, and the Digital & Direct Investments Book of Work, translating strategy into executable, capacity aware roadmaps. Partnering closely...