Portfolio Manager Jobs in Burlingame, CA

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...

Transform client relationships by strategically selling solutions and fostering connections through meetings and field visits. Drive sales success and achieve targets through consultative processes an...

Join us to lead Release Management and Program Execution, enhancing our product operations by fostering alignment and continuous improvement across teams. Drive successful customer experiences and opt...

Lead the finance function and drive financial operations while scaling in a fast-paced startup environment, ensuring reliable processes, accurate reporting, and cross-functional collaboration for info...

Unlock potential by leading capital planning initiatives across the U.S., driving new business, and mentoring teams in a fast-paced environment. Leverage your expertise in project management and clien...

Help us optimize our Workday Learning module by configuring and supporting key learning initiatives. As a technical partner, you will bridge system capabilities with stakeholder needs, driving strateg...

Grow clinical leadership capacity and efficiency by partnering with local teams to enhance performance and service quality, ensuring best practices across the market for impactful healthcare delivery...

Join a team that drives impactful software solutions across multiple portfolio companies, as you take ownership of product outcomes. Collaborate closely with operators and customers to deliver measura...

Oversee the firm's accounting operations, ensuring compliance with GAAP, accurate financial reporting, and effective internal controls while leading a team to drive process improvements and support or...

Grow your career with a dynamic sales environment where you'll engage with high-net-worth clients, driving strategic sales initiatives and implementing tailored solutions to optimize outcomes across f...

Shape eDiscovery strategies by managing product vision and collaborating with cross-functional teams to enhance legal compliance tools, ensuring they meet user needs and industry standards for data se...

Champion the drive for ESG business management, aligning sales and product strategy to enhance customer satisfaction and financial performance across multiple accounts and regions. Operate independent...

Lead financial insights within the Partner organization, supporting decision-making and performance analysis. Collaborate with cross-functional teams to drive strategic growth and optimize financial p...

Empower success at our organization by managing fixed asset lifecycle accounting. You'll establish best practices, ensure compliance with U.S. GAAP, and enhance financial reporting during a transforma...