Portfolio Manager Jobs in Charlotte, NC

Unlock client potential by delivering personalized financial guidance and strategic planning. Collaborate with a dedicated advisory team to enhance client relationships and support long-term investmen...

Drive excellence in retirement plan documentation by leading a skilled team, managing projects, coaching associates, and ensuring compliance with service standards for optimal outcomes...

Drive the strategy and evolution of investment advisory programs, enhancing advisor and client experiences while managing risk and profitability across various channels and initiatives...

Drive strategic growth and enhance competitive stands in investment advisory programs. Lead complex initiatives to evolve centrally managed offerings while fostering collaboration across teams and ens...

Discover a rewarding opportunity to lead client relationships and deliver bespoke alternative investment strategies while collaborating with a dynamic team of experts in an engaging environment...

Unlock potential by leading cross-functional teams to deliver and modernize core banking platforms, ensuring integration, reliability, and governance are prioritized in a complex financial technology...

Help us drive client success by owning strategic accounts, fostering executive relationships, and developing growth strategies that enhance product dependency and maximize revenue opportunities. Lead...

Join a team that's transforming financial operations through innovative frameworks, enhancing decision-making by implementing cost allocation models and driving stakeholder adoption of new tools and g...

Architect robust intelligence strategies to mitigate threats against executives. Collaborate cross-functionally to enhance digital exposure assessments and remediation plans, ensuring the protection o...

Lead the preparation and review of complex tax returns, advising clients on tax strategies while collaborating with financial advisors to minimize liabilities and ensure compliance with regulatory req...

Transform team dynamics and drive high performance as you lead a group of licensed financial advisors, focusing on their development and client success within a phone-based advisory framework...

Join us to lead a team of financial advisors focused on elevating client experiences and driving performance. Shape the future of wealth management through coaching, compliance, and operational excell...

Join a dynamic team to lead project management efforts in high-value property claims, focusing on detailed assessments, inventory management, and client collaboration to ensure meticulous execution an...

Optimize portfolio management of closely held assets while ensuring compliance and risk management. Collaborate with internal teams and clients to drive effective decision-making, financial analysis...

Drive the development of high-impact data products, managing cross-functional teams to ensure alignment with strategic objectives and compliance standards in a financial services environment. Leverage...

Partner with us to lead a dynamic development team delivering client solutions, ensuring technical excellence and quality throughout implementations within a billable Professional Services model, whil...

Drive effective product marketing strategies for the single-family office segment across EMEA, LATAM, and APAC. Collaborate with sales and product teams to tailor messaging and go-to-market campaigns...

Champion the delivery of enterprise technology initiatives by coordinating cross-functional teams and managing project lifecycles, ensuring alignment with business objectives while navigating risks an...

Partner with us to manage complex P&C insurance products, optimizing performance through data analysis, market insights, and collaboration with underwriting leaders. Leverage analytics and operational...

Transform operations by owning investor onboarding, trade capture, and reconciliation while mentoring analysts. Define processes for seamless integration of multiple GPs, ensuring error-free execution...

Oversee financial record keeping and reporting while leading an accomplished team. Collaborate with various departments to ensure accuracy in accounting practices and compliance with audit requirement...

Transform your career by architecting a robust fund operating system. Lead financial operations, design controls, and establish scalable solutions for multiple funds, enhancing efficiencies and ensuri...

Unlock potential by joining our dynamic legal team to provide strategic legal counsel on compliance, due diligence, and sales regarding alternative investments and complex products, partnering with va...

Engage as a VP in corporate legal advice, providing strategic counsel on alternative investments, digital assets, and compliance. Collaborate with cross-functional teams to enhance sales practices, du...

Lead the charge in managing impactful VCF projects, ensuring delivery success and customer satisfaction while optimizing PMO processes within a dynamic team environment...