19 director of investment management jobs found

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director of investment management
Director of Investment Management
Kestra
Atlanta, GA
Sep 19, 2026
Arden Trust Company (Arden Trust) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. Arden Trust provides industry-leading personal trust services designed to support families and preserve relationships for generations. The company’s primary mission is to help advisors meet their investing clients' vision and ensure their needs are fulfilled. Kestra-affiliated advisors and Bluespring partners can benefit from Arden Trust’s expertise in trust services. Arden Trust’s advisor-focused culture is built on innovation and advocacy, enabling advisors to enhance their ability to assist clients with trust-related needs.  Lead with Purpose. Partner with Impact.   Arden Trust Company is seeking an accomplished investment professional to serve as Director of Investment Management. This leadership role is responsible for overseeing the firm's investment management platform, leading a team of investment...
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Compliance Analyst
Eventide Asset Management, LLC
Hybrid (Boston, MA)
Sep 18, 2026
This position is based in Boston, MA. To apply for this role, send a resume and cover letter to careers@eventideinvestments.com Eventide is a pioneering asset management firm that seeks to put capital to work in businesses that advance the global common good and help change the world. Founded in 2008, Eventide has soon become one of the leaders in values-based investing through a biblical worldview. Our principled investment framework has been recognized by the WallStreet Journal, Barrons, Investment News, Fast Company, Entrepreneur, among others. Our best-in-class culture has been awarded multiple Best Places to Work awards from the Boston Globe, Boston Business Journal and Pension and Investments. Eventide employees work hard for the sake of others—our clients, our colleagues, and our world. Our mission is to honor God and serve our clients through investments that make the world rejoice. Eventide is seeking to hire a detail-oriented...
Leveraged Credit Compliance Officer - Assistant Vice President/Vice President
Careers at KKR
San Francisco, CA
Sep 19, 2026
COMPANY OVERVIEW KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR’s insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR’s investments may include the activities of its sponsored funds and insurance subsidiaries. POSITION OVERVIEW KKR Credit Advisors (US) LLC (KKR Credit) is a SEC registered investment advisor focused on credit investing across the spectrum including public markets and private investment opportunities. With a team of over 120 investment...
Portfolio Manager - Options-Based ETFs & Systematic Investment Strategies, VP II - State Street Investment Management
State Street
Boston, MA
Sep 19, 2026
Position Overview We are seeking an experienced, highly analytical, and entrepreneurial Portfolio Manager to join our ETF investment team and help build the next generation of options-based ETFs in the Americas. This role combines day-to-day portfolio management responsibilities with product innovation, quantitative research, and ETF business development. The successful candidate will play a hands-on role managing ETF portfolios, overseeing basket activity and fund operations, developing new investment solutions, and partnering across trading, capital markets, product, compliance, and risk teams to deliver best-in-class client outcomes. This is a unique opportunity to join a growing platform at a pivotal stage and directly influence the future direction of options-based investing, including buffer ETFs, income solutions, defined outcome products, and other innovative derivatives-based strategies. Key Responsibilities Portfolio Management Serve as a portfolio...
Transition Management Engineering Lead, VP II - State Street Investment Management
State Street
Boston, MA
Sep 19, 2026
Role Overview State Street Investment Management (“State Street IM”, formerly State Street Global Advisors) is seeking a Vice President of Engineering to lead the design, delivery, and production support of the Transition Management (TM) & Trading technology platform . This role will be accountable for end-to-end platform ownership , ensuring high availability, scalability, and operational resilience , while enabling efficient execution of Transition Management workflows across asset classes. You will partner closely with business leadership, product teams, and global engineering functions to drive platform modernization, reduce operational risk, and improve execution outcomes . Key Responsibilities Platform Leadership & Strategy Own the end-to-end Transition Management technology platform , covering execution, workflow orchestration, and post-trade processes. Define and execute the platform roadmap , aligned to business growth, scale, and operational...
Lead Compliance Officer | Equities Trading Compliance
Wells Fargo
New York, NY
Sep 19, 2026
About this role: Wells Fargo is seeking a Lead Compliance Officer to play a critical role within the Corporate & Investment Banking (CIB) Markets Compliance team. Reporting to the Head of Equities Compliance, this position offers the opportunity to influence business strategy, navigate complex regulatory requirements, and provide compliance oversight across the Equities business. Operating at the intersection of risk management, regulatory reporting, and front-office advisory, this role helps maintain a strong and effective compliance framework within a dynamic trading environment. In this role, you will: Provide oversight and monitoring of risk-based compliance programs supporting the Equities business. Serve as a trusted compliance advisor on business initiatives, regulatory matters, and activities involving moderate to high levels of risk. Act as the primary compliance liaison for trade and transaction regulatory reporting activities, including CAT, EBS,...
Lead Compliance Officer | Futures Commission Merchant
Wells Fargo
New York, NY
Sep 19, 2026
About this role: Wells Fargo is seeking a Lead Compliance Officer to join the Corporate & Investment Banking (CIB) Markets Compliance team. Reporting to the Head of Equities Compliance, this role will provide second-line compliance oversight for the Futures Commission Merchant (FCM) activities of Wells Fargo Securities, LLC. This position plays a critical role in overseeing and advancing the Futures Commission Merchant (FCM) compliance program. The successful candidate will help ensure compliance with evolving regulatory requirements, provide independent oversight of trading and clearing activities, and serve as a trusted advisor to business leadership on key compliance and regulatory matters. In this role, you will: Provide second-line compliance oversight of Wells Fargo Securities' Futures Commission Merchant (FCM) activities. Execute and enhance the FCM compliance program, including risk assessments, monitoring, governance, reporting, and risk management...
Investment Business Analyst, Officer, State Street Investment Management
State Street
Stamford, CT
Sep 18, 2026
Role Summary/Purpose: The Implementation Portfolio Management team manages approximately 35 client portfolios that substantially replicate portfolios run by SSIM Stamford’s Active Fundamental Equity portfolio managers and analysts. In addition to client portfolio management, they also provide PM and portfolio support across a broad spectrum of processes and technologies to enhance the equity investment process. Essential Responsibilities: Leverage operational and investment knowledge to add capacity for Equity PMs & analysts to focus on core strategies by managing client accounts, client restrictions & cash flows Daily client cash flows, futures/ETF hedging & program trading Interface between portfolio managers, analysts, and IT/Systems teams to maintain and enhance investment process tools Lead analysis and business requirements for investment data transformation projects impacting fundamental equity team and investment processes Lead analysis, business...
Private Bank BANA-M Investment Management Pricing Lead
Bank of America
New York, NY
Sep 18, 2026
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys...
Investment Management Liaison
U.S. Bank
Milwaukee, WI
Sep 18, 2026
  At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.  We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description Serves as a senior client and internal liaison for complex trade inquiries affecting investment management clients. Leads the end-to-end coordination of high-risk, time-sensitive, or recurring matters involving trade capture, settlement, failed trades, market practices, cash or position impacts, and related servicing dependencies. Establishes clear ownership and brings together Product, Operations, Risk, Technology,...
Direct Solutions Consultant (Investment Management)
Addepar
Salt Lake City, UT
Sep 18, 2026
Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo.  The Role Solutions Consultants/Architects are responsible for designing and implementing out-of-the-box solutions for new clients, ensuring that we are efficiently and effectively onboarding some of the world’s most sophisticated investors. They are...
North America Marketing, Officer - State Street Investment Management
State Street
Boston, MA
Sep 17, 2026
If you are a driven, curious and high-energy marketing professional ready to step into an exciting role within a focused marketing organization, this position with State Street Investment Management’s business might be for you. You will be a key member of the North America marketing team and support programs that have a direct and measurable impact on awareness, consideration and purchase of our investment solutions. In addition, you will be involved in projects across all of marketing, coordinating with content, direct marketing, social media, , PR, paid search, advertising, digital and design, as well as the broader State Street Investment Management business, including sales, research and product. As a Marketing Officer, You Will Assist marketing managers in project management and execution of integrated marketing programs and their key deliverables for State Street ETFs Partner with stakeholders to develop and/or refine marketing materials, product positioning,...
Alternative Investments Analyst - Cigna Investment Management - Hybrid
The Cigna Group
Bloomfield, CT
Sep 17, 2026
The job profile for this position is Investment Lead Analyst, which is a Band 3 Senior Contributor Career Track Role. Excited to grow your career? We value our talented employees, and whenever possible strive to help one of our associates grow professionally before recruiting new talent to our open positions. If you think the open position you see is right for you, we encourage you to apply! Our people make all the difference in our success. Cigna Investment Management (CIM) manages over $20 billion in assets on behalf of Cigna, a publicly traded global health services company.  CIM’s assets are invested in public and private corporate bonds, commercial mortgages, private equity, private credit, real estate equity, public equity and short-term investments.  Join our Alternative Investments team and help source, evaluate, and execute attractive new investment opportunities with third-party fund managers. In this role, you will collaborate with experienced investment...
Chief Compliance Officer
Foundation Risk Partners
Winter Park, FL
Sep 17, 2026
Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Chief Compliance Officer to their team  at Advus Financial Partners in the Orlando Metro Region.  Job Summary: The Chief Compliance Officer ("CCO") is responsible for the design, implementation, administration, and supervision of the firm's comprehensive compliance program. The CCO serves as the primary leader responsible for promoting a culture of compliance, managing regulatory risk, and ensuring adherence to applicable federal and state securities laws and regulations. Managing approximately $4 billion in client assets, Advus seeks an experienced compliance executive who can provide strategic leadership, regulatory expertise, and practical business guidance. The CCO will work closely with executive leadership, legal counsel, operations, technology, and advisory personnel to support the firm's growth while maintaining the highest standards...
Financial Analyst (m/w/d) Real Estate Investment Management
KINGSTONE Investment Management
Warsaw, IN
Sep 17, 2026
Your mission Taking ownership of the accuracy and timeliness of financial reporting for an assigned portfolio of several commercial properties Reviewing and reconciling quarterly financial results for individual SPVs Analyzing the P&L statements, balance sheets, and cash flow statements of the companies, identifying key trends, irregularities and areas requiring clarification Analyzing the performance of individual properties in close cooperation with Asset Managers and Property Managers Performing budget-to-actual and forecast-to-actual variance analyses and preparing clear business commentary on the most significant differences Monitoring the implementation of financial plans, comparing actual results with projections and explaining variances Preparing periodic reporting packages in accordance with local and group reporting standards Ensuring the consistency of data across accounting and financial systems and operational reports Working closely...
Investment Management Intern
Curi Capital
Chicago, IL
Sep 17, 2026
About Us Curi Capital, founded in 2005, is a rapidly growing national registered investment advisory firm (RIA) based in Chicago. We are committed to building meaningful relationships and making a difference in our clients’ financial wellness. Our mission is focused on enriching the lives of our teammates, clients, partners, and the communities in which we live and work. Curi Capital is perennially ranked among Barron’s Top 100 Independent Registered Investment Advisors globally. Our values—Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment—are at the core of our culture. Build Real Experience in Investment Management at a Top-Ranked RIA Our Summer Internship Program gives college students a genuine look at how investment teams research opportunities, analyze markets, and make decisions across public and private investments. What You'll Actually Do From day one, you'll work alongside our investment professionals, gaining hands-on experience...
Legal Counsel Investment Management
Nomura Holdings, inc.
New York, NY
Sep 16, 2026
Corporate Title: Vice President Department: Legal Location: New York- midtown (Hybrid) The base pay range for this position at commencement of employment is expected to be between $175K and $225K/year* (see below footnote for additional compensation and benefits information).    Company overview Nomura is a global financial services group with an integrated network spanning over 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Retail, Wholesale (Global Markets and Investment Banking), and Investment Management. Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit  www.nomura.com .   Aon’s Benefit Index ® , Nomura’s...
Model Risk - Investment Management
Nomura Holdings, inc.
New York, NY
Sep 16, 2026
Job Title: Model Risk – Investment Management Corporate Title: Vice President Department: Risk Management Location: New York or Philadelphia   The pay range for this position at commencement of employment is expected to be between $160,000 and $190,000 annually. * (see below footnote for additional compensation and benefits information).   Company overview Nomura is a financial services group with an integrated global network. By connecting markets East & West, we service the needs of individuals, institutions, corporates and governments through our four business divisions: Wealth Management, Investment Management, Wholesale (Global Markets and Investment Banking) and Banking.   Driven by the insights of some 28,000 people worldwide, we put our clients at the center of everything we do, delivering unparalleled access to, from and within Asia. For further information about Nomura, visit...
SWM COMPLIANCE OFFICER
Stockman Bank of Montana
Billings, MT
Sep 16, 2026
Position General Responsibilities: The Compliance Officer supports the firm's compliance program and assists in maintaining adherence to SEC Registered Investment Adviser requirements. This position executes, monitors, documents, and reports recurring daily, weekly, monthly, quarterly, and annual compliance activities. Works closely with the Chief Compliance Officer, Chief Operating Officer, and Operations Team to support regulatory compliance, operational processes, risk management initiatives, examinations, and internal reviews. Employees Supervised:  None. Education, Experience and Certification Requirements Note: Only minimum responsibilities are listed. Other responsibilities may be required as requested by management. Minimum Qualifications: 1.      Strong commitment to providing exceptional customer service. 2.      Four-year college level course study/degree. 3.      Two to five years of compliance, operations, audit, risk management, banking,...
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Director of Investment Management

Kestra
Apply Now
Atlanta, Georgia, United States
Sep 19, 2026
Executive Finance

Arden Trust Company (Arden Trust) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. Arden Trust provides industry-leading personal trust services designed to support families and preserve relationships for generations. The company’s primary mission is to help advisors meet their investing clients' vision and ensure their needs are fulfilled. Kestra-affiliated advisors and Bluespring partners can benefit from Arden Trust’s expertise in trust services. Arden Trust’s advisor-focused culture is built on innovation and advocacy, enabling advisors to enhance their ability to assist clients with trust-related needs. 

Lead with Purpose. Partner with Impact. 

Arden Trust Company is seeking an accomplished investment professional to serve as Director of Investment Management. This leadership role is responsible for overseeing the firm's investment management platform, leading a team of investment professionals, and providing governance and oversight of Arden Trust's delegated and outsourced investment management relationships. The Director will play a key role in shaping investment strategy, supporting business growth, and ensuring exceptional fiduciary outcomes for clients. The Director serves as Arden Trust's senior investment executive and is accountable for the overall performance, governance, compliance, and strategic direction of the company's investment management function. 

 

What You’ll Do:

  • Lead and develop Arden Trust's Investment Management team, including performance management, mentoring, and professional development. 
  • Lead and develop Ardent Trust’s Special Asset Management team, responsible for oversight of alternative assets, real estate, oil and gas, and interests in privately held partnerships and corporations. 
  • Oversee fiduciary investment portfolios to ensure alignment with client objectives, governing documents, investment policies, and regulatory requirements. 
  • Serve as the primary relationship manager and oversight officer for delegated and outsourced investment management partners, including due diligence, investment performance evaluation, strategic alignment, and service delivery. 
  • Provide leadership in asset allocation, portfolio construction, manager selection, investment governance, and fiduciary risk management. 
  • Partner with Trust Officers, Financial Advisors, and business development teams to support client retention, attract new relationships, and grow assets under administration. 
  • Participate in Investment Committee activities and provide investment guidance to executive leadership. 
  • Drive continuous improvement in investment processes, technology, reporting, and client experience. 
  • Contribute to the strategic planning and long-term growth objectives of Arden Trust Company. 

 

What You Bring: 

  • Bachelor's degree in finance, economics, business administration, or a related field required. 
  • Minimum 15 years of investment management experience, preferably within trust, fiduciary, private wealth, or institutional investment environments. 
  • Experience managing direct ownership interest in real estate, oil and gas, limited partnerships, limited liability companies, and closely held businesses. 
  • Demonstrated leadership experience managing investment professionals and investment-related functions. 
  • Experience overseeing third-party financial advisors, investment managers, OCIO relationships, or outsourced investment solutions. 
  • Strong understanding of fiduciary investing, portfolio management, asset allocation, and investment governance. 
  • Proven success in client relationship management, business development support, and organizational leadership. 
  • CFA, CFP, CIMA, CAIA, or similar professional designation preferred. 

Internal Application Policy:

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

Benefits to support you:

  • Competitive pay and benefits with a large employer (over 1600 employees nationwide)
  • 401(k), health insurance, and a competitive benefits package
  • Work in a supportive, collaborative environment committed to professional excellence
  • Help clients navigate meaningful financial decisions with confidence
  • Opportunities for training, development, and long-term growth within the firm
  • Tuition reimbursement for qualified expenses

Kestra Values:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.  

Explore Life at Kestra

Kestra Holdings Website: https://www.kestrafinancial.com/

Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE

LinkedIn: https://www.linkedin.com/company/kestra-financial

Apply Today

Lead with purpose. Apply now and help shape the future of Kestra.

Disclosure By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:

  • You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
  • It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.

 

About Kestra
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