Portfolio Manager Jobs in Burlingame, CA

Tackle the complexities of clinical trials by driving product development, ensuring innovations in digital tools meet regulatory standards and user needs, while collaborating across diverse teams to a...

Lead the charge in developing high-performing teams to optimize branch operations. Equip associates with skills to enhance customer satisfaction. Drive sales strategies and operational excellence to s...

Lead the charge in strategic project management and organizational change, ensuring effective client engagement and alignment across multiple agencies while facilitating a structured intake process fo...

Join a team dedicated to operational excellence in financial systems. This role leads corporate accounting, treasury, and reporting functions while enhancing automation and partnerships across multipl...

Join a team that's redefining trust accounting with innovative features and automation. You'll shape product strategy and execution while collaborating with engineering and design to enhance property...

Shape the future of financial advisory by leading due diligence projects, managing client relationships, and guiding teams through transaction lifecycles to optimize value and performance across dynam...

Champion design efficiency by crafting systems and strategies for a growing team, ensuring designers can concentrate on creativity while scaling operations and fostering a strong design culture across...

Champion effective financial planning by driving budget processes, enhancing reporting accuracy, and implementing process improvements in a collaborative environment, ultimately ensuring financial ste...

Drive the transformation of engineering delivery through program leadership. Optimize cross-functional collaboration in AI-native software practices, governance, and success measurement to shape a hig...

Take ownership of key product initiatives within claims operations, driving system enhancements and process improvements. Collaborate with stakeholders to deliver innovative solutions that enhance bus...

Elevate efficiency and accuracy in accounting operations by driving automation, supporting month-end closes, and collaborating with cross-functional teams to enhance financial reporting and decision-m...

Join a dynamic team as you streamline operations for a globally distributed sales organization. Support the Chief Revenue Officer with executive tasks, calendar management, travel logistics, and facil...

Drive finance transformation initiatives to enhance scalability and efficiency. Collaborate with cross-functional teams on ERP implementations, process improvements, and automation projects. A hands-o...

Engage with high-net-worth clients as a trusted advisor, providing tailored financial planning and investment strategies. Lead a dedicated team to enhance client relationships and deliver impactful fi...

Engage with high-net-worth clients as a trusted advisor, leading a dedicated team to provide tailored financial guidance. Develop strong relationships while enhancing client experiences and managing c...

Execute client-focused strategies as a Senior Private Wealth Advisor, leading a dedicated team to deliver personalized financial solutions and fostering lasting relationships with high-net-worth clien...

Engage with high-net-worth clients as a trusted advisor to deliver tailored financial strategies, ensuring a first-class client experience while collaborating with dedicated teams to optimize assets a...

Empower our Private Equity team by cultivating LP relationships and driving fundraising efforts across the West Coast. Collaborate with a dynamic team to navigate complex transactions and enhance dist...

Join our Finance team as you shape financial strategies, support cross-functional initiatives, and leverage data analytics to drive business performance. This role enables impactful contributions to R...

Join a team that drives strategic pricing initiatives to optimize commercial outcomes for complex deals. Collaborate with cross-functional teams to develop value-based pricing strategies that enhance...

Join a dynamic team to manage complex automation projects, ensuring seamless execution, stakeholder alignment, and on-time delivery. Leverage your expertise to drive accountability and deliver value a...

Elevate claims oversight by ensuring compliance and quality in handling P&C claims across MGAs. Collaborate with Program Managers, audit practices, and monitor performance while fostering strategic re...

Unlock strategic financial insights as you partner with senior leaders to drive initiatives, enhance operational efficiency, and develop robust models that inform corporate decision-making and resourc...

Champion innovative equity compensation solutions globally, managing client projects and collaborating with cross-functional teams to ensure compliance and alignment with business objectives while fos...

Drive team performance and client growth by leading a sales-focused group of leaders. Utilize data-driven strategies and coaching to enhance sales effectiveness while ensuring accountability and best...