UNKNOWN

FEED

The CMO will strengthen Weave’s brand across SMB and large-group healthcare practices, including DSOs, VSOs, MSOs, and adjacent healthcare verticals, while elevating marketing’s strategic impact with the executive team and Board. This leader must also be adept at responding to disruption and transformation across the marketing landscape, including the shift from traditional SEO to GEO, and ensure Weave stays ahead of how customers discover, evaluate, and engage with our brand.

Weave

Chief Marketing Officer

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FULL_TIME

OTHER

A&M's Private Equity Performance Improvement Services (PEPI) practice works with private equity held portfolio companies and provides our clients with solutions to preserve and generate value for their businesses. Proven track record in Assessing Finance and Accounting functions, and implementing Digital technologies to improve efficiency and transparency in at least one of the following areas: RPA, Finance Analytics, NLG, Predictive Forecasting models.

Alvarez & Marsal Private Equity Performance Improvement Group, LLC

PEPI: Associate, CFO Services -- Digital Finance (OPEN TO ALL US LOCATIONS)

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Our goal is to improve transparency to key drivers and business performance, to support increasing cash and EBITDA, and to provide benefits through hands-on involvement in our clients' operations. A&M CFO Services work with private equity held portfolio companies and provide our clients with solutions to preserve and generate value for their businesses.

Director, CFO Services (OPEN TO ALL US LOCATIONS)

The Development Officer (Major Gifts) serves as a frontline fundraising professional for Southwest Baptist University by identifying, qualifying, cultivating, soliciting, and stewarding SBU Alumni, parents, organizations, and friends capable of making significant philanthropic investments in the University's mission and strategic priorities. Pipeline: Qualification of New/Future Prospects: Collaborate with Advancement team to identify, qualify, and strategically engage new prospects capable of making major philanthropic investments in Southwest Baptist University, including potential future major donors in the early stages of their relationship with SBU.

Southwest Baptist University

Development Officer (Major Gifts)

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Observes products, pricing, competitive landscape and bring ideas and suggestions to management and/or partners to establish and execute the appropriate activities, tactics and strategies to generate, identify and pursue new opportunities and successfully close the sale. 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.

The PNC Financial Services Group Inc

Senior Business Development Officer - Institutional Asset Management

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 world’s largest commercial real estate services and investment firm (based on 2024 revenue).

CBRE HV

Security Officer

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As a condition of your employment for HIMCO, you will be required to affirm to HIMCO's Code of Ethics and understand that you will be required to comply with the disclosure of accounts, holdings and pre-clearance of trades for the accounts of you and your household family members as more fully described in the Code of Ethics Key Points. Qualifications: 2+ years of relevant experience in credit research/fixed income, investment banking, equity research, accounting, corporate finance, or related investment role.

YEAR

The Hartford Insurance Group Inc

Investment Analyst, Public Credit

We're looking for a high-agency leader with deep experience in and a genuine passion for helping companies grow and scale, who will also help shape how Topo delivers strategic finance as the firm grows. About this role: Reporting to Topo's CEO, you will serve as the senior finance leader for a portfolio of Topo's customers, directing Topo's team members to deliver high-quality finance and accounting support.

Topo Advisors

Fractional CFO

BreezyHR

Fractional CFO (Remote)

Within your first year, you are a trusted advisor to Workato's most strategic customers: leading executive strategy engagements, shaping transformational AI and automation initiatives, influencing the direction of major enterprise opportunities, and strengthening Workato's relationships with senior technology leaders. You will shape how the world's largest enterprises adopt agentic AI and automation at scale, translating Workato's platform vision into boardroom-ready strategy, influencing executive committees, and bringing field intelligence back to inform Workato's product roadmap and go-to-market strategy.

workato

Field Chief Technology Officer

The Outsourced CFO will advise fund sponsors and general partners on capital strategy, fund structuring, growth planning and major financial decisions while overseeing the financial infrastructure required to operate their funds. We are seeking an experienced Outsourced Chief Financial Officer to join our Outsourced Services practice working closely with EA RESIG, focused on real estate private equity fund clients.

EisnerAmper

Outsourced Chief Financial Officer - Real Estate Private Equity Funds

Functions as an asset and investment manager, including providing oversight of property operations (oversight of 3rd party service provider selection/performance/retention, rent collection, expense payment, oversight of maintenance activities, etc.) and managing transactions and asset level projects (acquisitions, dispositions, leasing, recognized environmental conditions, and capital expenditures, etc.), while completing all asset level regulatory/reporting requirements in accordance with established policies, procedures, practices, and direction. Provides investment/asset management services for Specialty Wealth Assets (real estate, closely held entities with real estate as an underlying asset, Mineral/Oil/Gas interests), held in fiduciary accounts on the Wealth Management platform of CNB and RBC.

City National Bank

Specialty Wealth Asset Officer Senior

Advise on Cerberus-related compliance matters including (i) management incentive plan approvals, (ii) management-fee offsets, and (iii) employee matters including moves between Cerberus and portfolio companies, among Cerberus affiliates, and of full-time employees to consulting roles (and vice versa). The role will involve participation in all stages of the investment lifecycle including pre-acquisition diligence, advising companies in the adoption of compliance policies and procedures, monitoring, testing, and mitigation during the course of an investment, and reverse-diligence and sale-readiness on exit.

Cerberus Capital Management

Vice President, Compliance Officer

Establish and maintain a risk-based compliance review program covering supervisory practices, advisor activity, sales practices, customer interactions, marketing, communications, complaints, conflicts of interest, outside business activities, and trading activity, including discretionary, brokerage, and managed accounts. Serve as the primary compliance liaison for the SEC, FINRA, and other applicable federal and state regulators, including management of examinations, audits, inquiries, and related remediation efforts, as well as providing support for compliance and risk personnel regulated by the OCC.

Community Financial System, Inc.

Chief Compliance Officer - Nottingham Financial Group (On-site)

[AW]-iCims

Strong inter-personal skills; strong written and verbal skills including comfort level for public speaking; strong analytical and problem solving skills; ability to analyze, comprehend, and interpret legal documents; strong mathematic skills; accounting knowledge; income tax knowledge and/or experience; strong attention to detail with ability to work independently and manage deadlines/workflow; self-starter; strong computer skills including use of Word, Excel, and PowerPoint; knowledge of trusts, estates, investments, employee benefits, and estate planning; valid driver’s license. Analyze agreements and legal documents associated with assigned accounts to determine purpose/intent, the Bank’s legal capacity, co-authorities, legal requirements, fee provisions, required distribution provisions, discretionary distribution provision language, restrictions, taxation and tax reporting requirements, accounting/reporting requirements, asset retention, investment authority, investment restrictions, terminating events, and other matters of administrative importance.

Trust Officer 3

The Compliance Officer, Field Examiner serves as a key contributor to First Command''s branch inspection program by conducting branch inspections, evaluating supervisory controls, identifying regulatory and operational risks, and promoting a culture of compliance throughout the organization. This role is responsible for planning and executing inspections of OSJs, branch offices, residential supervisory locations, and non-registered locations in accordance with applicable regulatory requirements and firm policies.

First Command Financial Services, Inc.

Compliance Officer Field Examiner

Since then, we've expanded to a full suite of products designed to help our clients turn their savings into long-term wealth, including: A Cash Account that, through our partner banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features. Multiple automated investing portfolios designed to unlock tax savings through sophisticated strategies like fixed income, tax-loss harvesting, and direct indexing-which we offer at industry-leading low costs and accessible minimums.

Wealthfront Corp

Trust Officer

As an Enterprise Risk Officer, you will play a leading role in the oversight and evolution of one or more enterprise risk domains, working closely with business leaders, control functions, and regional risk teams to assess risk exposures, challenge assumptions, identify emerging themes, and provide actionable risk insights. The successful candidate will be a well-rounded risk professional with strong analytical capability, sound judgment, and the ability to influence stakeholders across a complex organization, and will be expected to exercise independent judgment in assessing risk issues, developing enterprise perspectives, and providing effective challenge to stakeholders across the organization.

KKR & Co Inc

Enterprise Risk Officer

Maintain strong relationships with prospective clients and institutional consultants, Collaborate with peers across the company by cross selling investment management and custody to existing banking relationships, with the ability to introduce commercial banking services to prospective customers. The FVP, Institutional Business Development will be responsible for meeting revenue and profitability targets by on-boarding new client relationships across a diverse product set designed to meet the needs of our target market.

Amalgamated Bank

Institutional Business Development Officer

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

We help over ~40 million people feel more confident in their most important financial goals, manage employee benefit programs for nearly 23,000 businesses, and support more than 3,600 advisory firms* with innovative investment and technology solutions to grow their businesses.


Our diverse businesses and independence give us insight into the entire market and the stability needed to think and act for the long term as we deliver value to you.

Investment Officer Jobs in the United States

Chief Marketing Officer Weave

PEPI: Associate, CFO Services -- Digital Finance (OPEN TO ALL US LOCATIONS) Alvarez & Marsal Private Equity Performance Improvement Group, LLC

Director, CFO Services (OPEN TO ALL US LOCATIONS) Alvarez & Marsal Private Equity Performance Improvement Group, LLC

Development Officer (Major Gifts) Southwest Baptist University

Senior Business Development Officer - Institutional Asset Management The PNC Financial Services Group Inc

Security Officer CBRE HV

Investment Analyst, Public Credit The Hartford Insurance Group Inc

Fractional CFO Topo Advisors

Fractional CFO (Remote) Topo Advisors

Field Chief Technology Officer workato

Outsourced Chief Financial Officer - Real Estate Private Equity Funds EisnerAmper

Specialty Wealth Asset Officer Senior City National Bank

Vice President, Compliance Officer Cerberus Capital Management

Chief Compliance Officer - Nottingham Financial Group (On-site) Community Financial System, Inc.

Trust Officer 3 Community Financial System, Inc.

Compliance Officer Field Examiner First Command Financial Services, Inc.

Trust Officer Wealthfront Corp

Enterprise Risk Officer KKR & Co Inc

Institutional Business Development Officer Amalgamated Bank

Chief Compliance Officer, Impresa Management Fidelity

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