Investment Officer Jobs in the United States
Roots Staffing
$150000 - $175000
Tampa, FL
Ideal for someone already serving in a CFO capacity, someone leaving public accounting or someone ready for their first CFO role where they can learn from others on the team serving in the same/similar roles. The other 10-20% will be other client service and strategic firm ops including leading and running occasional trainings for other staff members and assisting partners with strategic initiatives.
WSFS Bank
$156562 - $257207.5
Wilmington, DE
Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. Familiarity with trading and portfolio management systems (e.g., Eclipse, Orion, Bloomberg, Morningstar and Factset); Understanding of data management, reporting, and planning systems used in Private Wealth Management; Comfort navigating technology and digital transformation initiatives.
Town of Belmont
BELMONT, MA
All applicants are required to complete a Town application form, available from the Town’s website, www.belmont-ma.gov, by emailing humanresources@belmont-ma.gov, calling (617) 993-2740 or by visiting the Human Resources Department at the Belmont Town Hall. Belmont is a vibrant, AAA bond-rated community of approximately 27,000 residents, located just west of Boston, with an annual operating budget; including enterprise and water and sewer funds, exceeding $169 million.
Vaco LLC
$190000 - $225000
Cincinnati, OH
Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
Heritage Bank
$80168.4 - $94742
Portland, OR
Level III- 7+ years recent and progressively responsible relationship management / business development experience, providing financial expertise, counsel, and customized solutions to business clients, with proven experience successfully managing complex commercial banking deposit relationships in a financial services industry required. Level II - 5+ years recent and progressively responsible relationship management / business development experience, providing financial expertise, counsel, and customized solutions to business clients, with proven experience successfully managing complex commercial banking deposit relationships in a financial services industry required.
Heritage Bank
$80168.4 - $103352
Spokane, WA
5+ years recent experience in relationship building/portfolio management (i.e., commercial deposit, treasury management, senior personal banker, consumer and/or small business lender role) providing financial expertise, counsel and customized solutions to business clients, with proven experience successfully managing complex deposit relationships in a financial services industry required. Exceptional networking and relationship building skills, with demonstrated expertise and success in business development, sales processes and strategies, and ability to proactively call upon and maintain client relationships and cross-sell the Bank’s suite of services with confidence, as well as effectively cross-train these skills.
Vaco LLC
$250000 - $300000
Los Angeles, CA
Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure.
Company Confidential
$125000 - $200000
CHICAGO, IL
This role ensures public funds are used legally, transparently, and effectively to support community services and long-term sustainability. The CFO is the senior executive responsible for managing the financial health of the local government.
Vaco LLC
$350000 - $500000
Charlotte, NC
Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. As business complexity increases across finance, operations, supply chain, and technology, the organization is seeking a Chief Financial Officer to elevate strategic financial leadership while overseeing broad operational functions.
Vaco LLC
$300000 - $500000
Charlotte, NC
Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. As business complexity increases across finance, operations, supply chain, and technology, the organization is seeking a Chief Financial Officer to elevate strategic financial leadership while overseeing broad operational functions.
Monterra Credit Union
REDWOOD CITY, CA
Participates on the Credit Risk Management Committee (CRMCO) in actively managing credit risk though sophisticated credit risk analytics, sound internal controls and operating procedures, and solid underwriting practices as a means of delivering on Monterra Credit Union’s lending-related value propositions while staying within Monterra Credit Union’s credit risk tolerances. Participates on and is a voting member of the Asset-Liability Management Committee (ALCO) in actively managing Monterra Credit Union’s interest rate risk, setting pricing on loans and deposits, managing net interest margin, and managing liquidity to ensure strong earnings while staying within Monterra Credit Union’s interest rate and liquidity risk tolerances.
NY CREATES
Albany, NY
Coordinates emergency and business related telephone, radio, and pager communications, Provides the documentation of incidents, ensures for appropriate visitor services to include entry processing, Document patrols performed, unusual events and circumstances, requests for service and prepare reports per procedure. For positions requiring such access, offers of employment are contingent upon the employer being able to obtain the necessary authorization, including, if required, an export license from the U.S. Department of Commerce's Bureau of Industry and Security, the U.S. Department of State's Directorate of Defense Trade Controls, or other government agencies.
Kforce Inc.
$80000 - $110000
Grand Rapids, MI
Kforce's client, a well-established, privately held organization located in Grand Rapids, MI, is seeking a Senior Cash & Investment Analyst to support senior finance leadership with cash oversight, investment analysis, and financial decision support across multiple operating entities. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs.
Air Line Pilots Association
$96027 - $167725
Tysons (McLean), VA
Generous health care benefits on day one – PPO, Kaiser (where available), and a High Deductible Health Plan which includes coverage for medical, dental, and vision benefits for employee, spouse, and/or dependent children; days paid vacation and holidays per year plus 2 volunteer days per year; Generous sick and bereavement leave; Competitive parental leave; Company-paid premiums for disability and life insurance; Flexible Spending and Health Savings accounts; Retiree health plan; Education Assistance Program; and, Optional benefits including pet insurance, excess life insurance, legal plan, and qualified transportation fringe benefits, where available. The Air Line Pilots Association, International (ALPA), the largest airline pilot union in the world and the largest non-governmental aviation safety organization in the world (representing over 80,000 pilots at 42 U.S. and Canadian airlines) seeks an experienced Investment Portfolio Analyst for our McLean, Virginia, office.
System One
$140000 - $150000
Oklahoma City, OK
The Chief Financial Officer (CFO) oversees all financial operations and its affiliate organizations and serves as a strategic partner to the CEO, executive leadership team, and Board of Directors. System One, and its subsidiaries including Joulé, ALTA IT Services, and Mountain Ltd., are leaders in delivering outsourced services and workforce solutions across North America.
Civista Bank
Dayton, IA
We believe in fostering a supportive environment that champions professional growth and personal well-being, offering a suite of competitive benefits tailored to meet the diverse needs of our employees, reinforcing our dedication to work-life balance, and enabling our team to excel in their careers and personal lives. The Treasury Management Officer is responsible for proactively attracting new business and expanding current company relationships in treasury management and depository products.
First Horizon Bank
Brentwood, TN
Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Sales Officers are required to develop and execute regular calling programs, network externally, partner with key team members and analyze client needs to drive business results.
BancFirst
Del City, OK
Management position responsible for the processes and workflow of the Loan Administration Systems; including staff supervision, note accounting, collateralization, credit file maintenance, and account reconciliations. Responsible for managing, and can readily back-up, the process of preparing loan documents, booking loans, correcting reconcilement issues, posting loan payments and maintaining the loan file.
Abbott Laboratories
$149300 - $298700
Kansas City, MO
The MRO communicates directly with donors, laboratories and pharmacies to determine if there are factors which would explain drug test results that were confirmed to be positive or invalid and uses experience, expertise and clinical judgment to determine final drug test results. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals and branded generic medicines.
Fidelity Investments
Roanoke, TX
Success in this role requires the ability to connect valuation theory with operational execution, build strong partnerships with internal and external stakeholders, and lead teams through complex, time-sensitive decision-making to ensure accurate, timely NAV production for Fidelity shareholders. 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.
CMA CGM (America) LLC
$284401 - $369000
Norfolk, VA
With its subsidiary CEVA Logistics, a world leader in logistics, and its air freight division CMA CGM AIR CARGO, the CMA CGM Group is continually innovating to offer its customers a complete and increasingly efficient range of new shipping, land, air and logistics solutions. The Senior Vice President & Chief Commercial Officer position works with the Regional Network to implement the commercial and sales & marketing strategy set by our Head Office Commercial leadership.
First Horizon Bank
Memphis, TN
Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Other areas of compliance include, but are not limited to, Licensing, Marketing, Regulatory Requests Complaints, Branch Inspection Program, Supervisory Support, Training, and other compliance related matters regarding the Trust Division.
Amerant Bank
Miramar, FL
The Portfolio Senior Officer performs high-level financial reviews upon receipt of borrower information to identify potential weaknesses, adverse trends, or sector-related risks, and promptly escalates such concerns to Credit partners for independent assessment. While supported by the Client Support Unit in the collection of financial statements and other required documentation, the Portfolio Senior Officer, together with the RM, retains accountability for the ongoing administration of customer relationships, including the timeliness, completeness, and quality of information provided to Credit.
First Horizon Bank
Houston, TX
Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: High school diploma or GED with some college preferred and at least 2 years of experience or equivalent combination of education and experience.
First Horizon Bank
Memphis, TN
Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. The Senior Compliance Officer partners closely with associates in the first line, Legal, Operational Risk, Internal Audit, and external regulators to strengthen the control environment, protect our clients, and support safe and sound growth.
First Horizon Bank
Memphis, TN
Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. The role partners closely with first line business associates, Legal, Operational Risk, Internal Audit, and external regulators to safeguard our clients, strengthen the control environment, and support safe and sound growth.
Jobot
$65000 - $80000
Southlake, TX
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. About Us: We are a leading provider of title and escrow services, committed to delivering seamless real estate transactions with integrity, accuracy, and exceptional client service.
Jobot
$100000 - $120000
Chicago, IL
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. As an SBA Business Development Officer at Velocity SBA, you'll play a pivotal role in driving growth by building and maintaining relationships with small businesses, assessing their financing needs, and guiding them through the SBA loan process.
Intrua Financial, LLC
Houston, TX
The right candidate will pair proven leadership experience with a forward-thinking approach to scaling investment programs, ensuring best practices, and delivering high-quality outcomes for clients and advisors. Description:Larson Financial Group is seeking a Director of Investments to oversee and drive the operational and strategic functions of our rapidly growing RIA platform.
First Horizon Bank
Lafayette, LA
Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Attend Relationship Manager sales meetings regularly and serve as key product partner for relationship managers for new treasury management sales, and joint calls on clients for cross sell and client retention and prospects as needed.
First Horizon Bank
Memphis, TN
Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Completion of assigned reviews includes but is not limited to developing or updating testing steps, preparing request letter, effectively communicating with management throughout the review, providing timely status and potential issue updates to the Compliance Testing (CT) Director, issuance of preliminary findings to management, reviewing management responses to determine adequacy .
First Horizon Bank
Memphis, TN
Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Completion of assigned reviews includes but is not limited to developing or updating testing steps, preparing request letter, effectively communicating with management throughout the review, providing timely status and potential issue updates to the Compliance Testing (CT) Director, issuance of preliminary findings to management, reviewing management responses to determine adequacy .
First Horizon Bank
Metairie, LA
Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Responsible for working independently on complex issues, while exhibiting a solid understanding of loan documentation and closing procedures; corroborates with attorneys in reviewing loan documentation to reduce bank risk and ensure completeness and accuracy of all documents.
Shirley Ryan AbilityLab
Chicago, IL
The SPO will work closely with the advancement team, CEO, Board of Directors, executive leadership, physicians, and principal investigators to inspire significant, long-term commitment from the organization’s most influential partners. This role will serve as the primary architect and leader of the organization’s principal gifts program, in partnership with the SVP, ensuring a strategic, coordinated approach to securing transformational philanthropic investments.
Larson Financial Group, LLC
St. Louis, MO
The right candidate will pair proven leadership experience with a forward-thinking approach to scaling investment programs, ensuring best practices, and delivering high-quality outcomes for clients and advisors. Description:Larson Financial Group is seeking a Director of Investments to oversee and drive the operational and strategic functions of our rapidly growing RIA platform.
Jefferson Community College
Watertown, NY
The College offers a comprehensive benefits package that includes medical, vision, and dental insurance, long-term disability, generous leave policies, paid holidays, pre-tax flexible spending accounts, tax-deferred Compensation, NYS retirement, as well as employee and dependent tuition waivers; may qualify for Public Service Loan Forgiveness. This role requires a proven track record of demonstrated, progressively responsible experience in organizational IT leadership, including oversight of enterprise-wide systems, infrastructure, cybersecurity, data management, and application services.
Jobot
$155000 - $207000
Selma, OR
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our integrated approach brings together comprehensive medical services with dental care, walk-in access, on-site pharmacy support, school-based health programs, and mobile services designed to reach patients where they are.
Fusco Personnel Inc.
$170000 - $250000
Rotterdam, NY
The CFO will report directly to the Owner and act as a true business partner—owning financial operations, providing clear and timely insight into company performance, and helping shape long-term growth strategy across operations, real estate holdings, development entities, and retail businesses. CHIEF FINANCIAL OFFICERAlbany, NYFusco Personnel is partnering with a fast-growing, multi-entity management and holding company seeking a strategic Chief Financial Officer (CFO) to lead and scale its financial operations.
CFS
$85000 - $100000
Minneapolis, MN
This role analyzes financial performance, develops models to support business planning, and provides insights that drive data‑based decision‑making. The Senior Financial Analyst also contributes to process improvements, financial automation, and cross‑functional initiatives that enhance organizational performance.
CFS
$180000 - $275000
Selma, CA
This role oversees all tax planning, compliance, and reporting across multiple entities entities including farming operations, real estate development, and investment partnerships. The ideal candidate will be a CPA, have strong leadership skills, and enjoy managing both entity-level and individual tax strategies within a complex family office environment.
Vaco LLC
$225000 - $260000
Dedham, MA
Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
Flagstar Bank
$73626 - $95714
Hicksville, NY
As a key partner to Relationship Managers (RMs), this position helps structure new loan transactions, conduct portfolio monitoring, and identify potential risks. Loan Structuring & Underwriting: Assist RMs in analyzing financial statements, assessing borrower creditworthiness, and preparing credit approval packages.
Vaco LLC
$50 - $55
New York, NY
Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
CFS
$110000 - $140000
Minneapolis, MN
You’ll play a critical role in safeguarding company assets, driving process efficiency, and partnering closely with Accounts Payable and Accounting to ensure smooth, accurate cash flow operations. Step into a high‑impact role where you’ll own cash management, banking operations, wires/ACH, and key financial controls.
First Horizon Bank
Knoxville, TN
Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. About UsFirst Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.
Vaco LLC
$100000 - $115000
Newport Beach, CA
Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
Vaco LLC
$85000 - $95000
Birmingham, AL
Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
Jobot
$130000 - $160000
Atlanta, GA
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Ability to work cooperatively and collaboratively with all levels of employees, management, and external agencies to maximize performance, creativity, problem-solving, and results.
System One
$150000 - $200000
Pittsburgh, PA
Proven ability to lead and mentor cross-functional teams including advanced program management skills to oversee large, complex projects delivering strategic insights to executive audiences; comprehensive understanding of IT best practices and enterprise IT ecosystems, including major ERP and business application platforms, IT solutions, systems, infrastructure, and cybersecurity. As the Director of IT Mergers and Acquisitions, you will work closely with the CIO, VP of IT Strategy and Operational Effectiveness, corporate business development, and IT leaders across all regions and functions, collaborating daily with executive leadership and integration teams to drive global IT merger and acquisition initiatives that align technology strategy with business objectives.
Beacon Hill Staffing Group, LLC
$149000 - $150000
New York, NY
Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com. This role requires exceptional communication skills, heavy prioritization ability, and the confidence to work with Managing Directors who value responsiveness, over‑communication, and a strong project‑management mindset.