668 Results for

Investment Manager Jobs in Cleveland, OH

Jobs

Mentor-on-the-Lake, OH7 days ago

$125,000–$190,000 Per Year

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OH30+ days ago

$155,600–$306,800 Per Year

As a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.

Cleveland, OH25 days ago

$128,000–$268,000 Per Year

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General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

The Family Wealth Investment Consultant Manager leads a team of Portfolio Strategists responsible for managing and constructing customized investment portfolios for ultra-high-net-worth clients within a fiduciary framework.

OH30+ days ago

Remote

$112,000–$210,000 Per Year

p>The Technology Senior Manager for Wealth Investment & Portfolio Management Platforms is a technical delivery leader and people manager accountable for end-to-end delivery and production ownership of vendor and internal platforms supporting portfolio management (trading/rebalancing), performance reporting, and public/private investment offerings.

Led delivery of integrated vendor and/or internally built trading/portfolio management platforms (order/execution management, market data, performance, private investments) from requirements/vendor selection through implementation, cutover, and production support.

Brooklyn, Ohio30+ days ago

Remote

4910 Tiedeman Road, Brooklyn Ohio

The Technology Senior Manager for Wealth Investment & Portfolio Management Platforms is a technical delivery leader and people manager accountable for end-to-end delivery and production ownership of vendor and internal platforms supporting portfolio management (trading/rebalancing), performance reporting, and public/private investment offerings.

Led delivery of integrated vendor and/or internally built trading/portfolio management platforms (order/execution management, market data, performance, private investments) from requirements/vendor selection through implementation, cutover, and production support.

Cleveland, OH30+ days ago

The Technology Senior Manager for Wealth Investment & Portfolio Management Platforms is a technical delivery leader and people manager accountable for end-to-end delivery and production ownership of vendor and internal platforms supporting portfolio management (trading/rebalancing), performance reporting, and public/private investment offerings.

Led delivery of integrated vendor and/or internally built trading/portfolio management platforms (order/execution management, market data, performance, private investments) from requirements/vendor selection through implementation, cutover, and production support.

Cleveland, OH30+ days ago

li>Synthesize client business and technology needs by evaluating a broad range of solutions, architectures, and operating models, selecting the most appropriate approaches to meet specific client requirements. You'll get to work with an amazing mix of world-class experts with access to the most robust portfolio of capabilities and ecosystem relationships in the industry, all while having unrestricted client access.

Cleveland, Ohio30+ days ago

$85,000–$155,000 Per Year

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Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here.

Offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their needs.

Cleveland, OH30+ days ago
$85,000–$155,000 Per Year
Full-time
As a Manager on our Registered Investment Company (RIC) Tax team, you’ll manage tax planning and compliance for RICs, guide clients through complex transactions, and lead teams to success. *Base compensation offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs.

Cleveland, OH30+ days ago
Full-time
Employee
Works with each market's District President and Sales Manager to ensure that the investment teams available within markets are staffed with highly qualified employees who are maintaining and growing the investment book of business. In conjunction with other members of the relationship team, meets and communicates with clients, prospective clients, and centers of influences, fostering business relationships to develop new business referrals and to enhance the Community Bank's image.

Cleveland, OH25 days ago
With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ strives to be our team members'' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

OH12 days ago
$18.75–$25 Per Hour
p>Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment.
General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

Cleveland, OH30+ days ago
$80,000–$241,800 Per Year
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

OH22 days ago
$128,000–$252,500 Per Year
Our clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers. The ideal candidate will have demonstrated experience driving strategic business and technology transformations in the wealth management industry combined with executive relationship-building, leadership, coaching, and communication skills.

Cleveland, OH24 days ago
$118,700–$218,600 Per Year
Our clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers. The ideal candidate will have demonstrated experience driving strategic business and technology transformations in the wealth management industry combined with executive relationship-building, leadership, coaching, and communication skills.

OH26 days ago
Remote
$180,220–$268,400 Per Year
Serve as the primary operational partner to Legal and Compliance, influencing the design of practical and effective control environments, supporting audits and regulatory examinations, maintaining clear separation of policy ownership and control execution, and leading a scalable, technology-enabled Compliance Operations function and team. The role is responsible for building and leading a dedicated Investment Compliance Operations function, including the design and institutionalization of a scalable operating model, team structure, and governance framework aligned with the continued growth and increasing complexity of RGA's global investment platform.

OH30+ days ago
$100,000–$291,850 Per Year
The successful candidate will bring deep, hands‑on experience advising registered investment advisers, including with respect to private funds and registered investment companies, and will serve as a legal advisor to one or more advisers. May assist in supporting PNC's capital markets advisory businesses and an exempt reporting adviser managing private equity funds, including advising on Advisers Act obligations applicable to ERAs.

Akron, OH30+ days ago
$65,000–$161,000 Per Year
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

Cleveland, OH12 days ago
$75,000–$125,000 Per Year
p>PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

New!
Cleveland, OH6 days ago
$154,000–$286,000 Per Year
p>PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

Cleveland, Ohio13 days ago
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In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Cleveland, OH30+ days ago
p>Townsend is searching for an Investment Analyst to join the Investment Management team in its Cleveland office, focusing on portfolio management, research, and providing client support.
Research:
Exploring various house topics to assist in portfolio strategy development and provide thought leadership to existing and prospective clients.

OH30+ days ago
$126,710–$188,840 Per Year
The Executive Director partners closely with Investment leaders, Technology, Data, and Architecture teams to ensure solutions are fit for purpose and ready for adoption.
The Executive Director, Investment Business Analysis is a senior delivery and functional leader responsible for overseeing business analysis execution across major investment initiatives.

OH30+ days ago
$37,000–$61,750 Per Year
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

Woodmere, Ohio30+ days ago
li>Manage the fulfillment of both sell-side and buy-side accounting and tax M&A advisory engagements, including financial analysis and modeling, due diligence, identifying and contacting potential buyers or sellers, deal structuring and negotiations, oversight of the day-to-day deal process, and ultimately lead to a successful closing of transaction.
Self-motivated with ability to multi task; able to complete projects and responsibilities with extreme attention to detail according to required timelines and deadlines, along with capacity to work, on multiple projects on any given day, under pressure to create accurate results, demonstrating thoroughness and monitors work to ensure quality.

Cleveland, OH30+ days ago
Responsible for providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and providing challenging opportunities that enhance employee career growth; identifying and developing appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments. For IB M&A and Strategic Advisory engagements, the Principal , Investment Banking, will be the point person in the creation of high-impact pitch materials and will run the execution process including the creation of financial models, writing of the CIM and other materials, and the regular contact with our client and the list of qualified buyers.

New!
Cleveland, OH5 days ago
p>Founded in 1971, Marcus & Millichap (NYSE: MMI) is a premier commercial real estate brokerage firm specializing in investment sales, financing, research, and advisory services. Compensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions.

OH30+ days ago
$189,200–$372,900 Per Year
The team combines strategic advisory (M&A strategy, deal thesis, growth pathways, buy/build/partner, portfolio rationalization, and buy-/sell-side readiness) with diligence capabilities across commercial and operational lenses to pressure-test forecasts, quantify synergies, and surface value drivers and deal risks that can affect price or structure. Our clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers.

Cuyahoga Falls, OH30+ days ago
$50,000–$55,000 Per Year
The following attributes are desirable for job success: exceptional communication and organizational skills; works well independently; detail oriented and accurate especially with numbers; customer service experience; ability to work under pressure; self- motivated and self-directed; ability to assert oneself; exemplary time management skills; ability to work with staff in solving problems and ability to take direction and function as part of a team and very good computer skills. The ideal candidate will join our team as a Property Manager and will assume multi-disciplinary responsibilities (tenant care, marketing, leasing, financial, reporting, budgeting, management of a team conducting maintenance and renovations assignments, software operating and recording, and other management and administration responsibilities) overseeing a portfolio of highly maintained multifamily properties with 230 units in Cuyahoga Falls, Stow, and Akron Ohio.

Cleveland, OH30+ days ago
CBRE serves clients through four business segments: Advisory (leasing, sales, debt origination, mortgage serving, valuations); Building Operations & Experience (facilities management, property management, flex space & experience); Project Management (program management, project management, cost consulting); Real Estate Investments (investment management, development). CBRE Group, Inc. (NYSE:CBRE), a Fortune 500 and S&P 500 company headquartered in Dallas, is the worlds largest commercial real estate services and investment firm (based on 2024 revenue).

Cleveland, OH30+ days ago
p>What your day-to-day will look like:
Delivering projects: Successfully managing and leading projects from inception to completion, ensuring the highest quality delivery within agreed timelines and budgets. Whether you've got deep experience in commercial real estate, skilled trades or technology, or you're looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward.

New!
Cleveland, OH6 days ago
$105,375–$215,375 Per Year
Our Multistate Tax Service's overall practice includes state income and franchise tax for a wide variety of industries, indirect tax, business restructuring, credits and incentives, sales and use tax outsourcing, excise tax, property tax, state strategic tax review, and state tax controversy.
Deloitte's Multistate Tax Services Investment Management group has more than 1,500 professionals worldwide and our professionals include former state tax auditors/ administrators and technology personnel with numerous years of multistate tax experience.

Cleveland, OH20 days ago
p>As a Manager or Senior Manager within Treasury Advisory, you will lead and support client engagements focused on liquidity management, cash flow forecasting, treasury organizational design, treasury governance, risk management, treasury transformation, and finance modernization initiatives. Our Treasury Advisory team works closely with leading banks, insurers, fintechs, payments organizations, and capital markets clients to solve complex treasury and finance challenges while helping shape the future of treasury transformation.

Cleveland, OH26 days ago
$134,500–$265,100 Per Year
Experience leading reports, integrations, conversions, and extensions (RICE) delivery for Oracle Enterprise Resource Planning (ERP) Cloud implementations, including use of the Oracle ERP Cloud build framework for RICE objects. Preferred: Experience designing or implementing artificial intelligence (AI) agents in Oracle Cloud, including Oracle AI Agent Studio, Fusion embedded agents, or Oracle Cloud Infrastructure (OCI) Generative AI services.

Cleveland, OH30+ days ago
$155,600–$306,800 Per Year
The team combines strategic advisory (M&A strategy, deal thesis, growth pathways, buy/build/partner, portfolio rationalization, and buy-/sell-side readiness) with diligence capabilities across commercial and operational lenses to pressure-test forecasts, quantify synergies, and surface value drivers and deal risks that can affect price or structure. Our clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers.

Cleveland, Ohio30+ days ago
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Always verify and apply to jobs on Federal Reserve System Careers (https://rb.wd5.myworkdayjobs.com/FRS) or through verified Federal Reserve Bank social media channels.
Bank’s Ethics Rules and Drug Testing:
As a condition of employment, Federal Reserve Bank of Cleveland employees must comply with the Bank’s ethics rules which generally prohibit employees, their spouses/domestic partners, and minor children from owning or controlling, directly or indirectly, any debt or equity interest in a depository institution or an affiliate of a depository institution.

Cleveland, OH30+ days ago
$137,000–$188,400 Per Year
p>Bank's Ethics Rules and Drug Testing:
As a condition of employment, Federal Reserve Bank of Cleveland employees must comply with the Bank's ethics rules which generally prohibit employees, their spouses/domestic partners, and minor children from owning or controlling, directly or indirectly, any debt or equity interest in a depository institution or an affiliate of a depository institution. In addition, employees (and their spouses/domestic partners, and minor children) may not own shares of mutual funds, unit investment trusts or ETFs that have a policy, as stated in the prospectus, of concentrating in the financial services industry and that have underlying investments in banks or other depository institutions.

OH30+ days ago
$96,000–$181,000 Per Year
ul>
General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. The Relationship Manager is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by coordinating with the extended KPB relationship team to execute and advise on the client's needs.

OH30+ days ago
$116,000–$216,000 Per Year
Education Bachelor's Degree in business related field or equivalent work experience (preferred) Master's Degree in business related field (preferred) OR equivalent experience (required) Work Experience Minimum 7 years of demonstrated sales and business development experience with proven results (required) Licenses and Certifications FINRA License S7 and FINRA License S66 (preferred) or FINRA License S63 and FINRA License S65 (preferred) Certified Financial Planner (CFP) (preferred) Certified Investment Management Analyst (CIMA) (preferred) Certified Public Accountant (CPA) (preferred) Chartered Financial Analyst (CFA) (preferred) Licensed Attorney/JD (varies by state) (preferred) Certified Wealth Strategist (CWS) (preferred) Skills Ability to build trust by taking a proactive client centric approach Demonstrated expert functional knowledge of Investments, Trust and Credit; ability to advise Demonstrated expert knowledge of financial products and banking regulations Demonstrated strong client advisory skills Demonstrated experience with and broad understanding of personal and commercial financial statements Proven experience with and comprehensive understanding of consumer or commercial lending Excellent verbal and written communication skills Proficient in personal computer applications to drive results Core Competencies All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct. Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.

New!
Chesterland, Ohio6 days ago
$69,000–$105,000
li>Responsible for managing, staffing, and scheduling all direct report work schedules within the branch, including recruiting/identifying talent, interviewing, selecting the branch team, and successfully onboarding and training new teammates - while ensuring appropriate area staffing coverage by deploying teammates to other branches as needed.
The Branch Manager builds, coaches, develops, leads, and motivates a team that is capable of providing excellent client service in all interactions, analyzing clients' needs, and recommending financial solutions that help Key clients achieve confidence in their financial wellness and achieve their goals.

Akron, OH30+ days ago
$70,000–$80,000 Per Year
Morgan Properties and its affiliates currently own and manage a multifamily portfolio comprised of more than 400 apartment communities and over 110,000 units located in 22 states. This is a high-impact role supporting a large portfolio of units and partnering closely with leadership to keep operations running efficiently.

New!
Akron, Ohio3 days ago
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Investment Manager Jobs in Cleveland, OH

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