Portfolio Manager Jobs in Claremont, CA

Lead strategic client engagements and develop teams to deliver exceptional financial services for ultra-high-net-worth individuals and families, enhancing operational excellence and driving business g...

Elevate financial performance by owning capital management and modeling. Drive strategic insights for senior leadership through expert analysis in insurance finance, ensuring clear communication and c...

Champion our global tax provision processes by leading a high-performing team, managing complex ASC 740 compliance, and driving efficiency through innovative solutions while collaborating across funct...

Unlock potential by producing impactful research and thought leadership for investors. Collaborate with teams to create accessible narratives, engage clients, and elevate the firm's standing in altern...

Transform client engagement and operational strategy to drive retention and growth. Lead a high-performing team across diverse platforms and enhance client experience while ensuring compliance and inn...

Take ownership of the financial planning and analysis function, driving budgeting, forecasting, and performance analysis to support strategic decision-making and enhance financial reporting processes...

Accelerate progress at client engagements by leading a team of consultants and providing expert Workday Financials guidance, ensuring successful implementations and driving client success through inno...

Help us drive IT and AV project success! Manage resources, budgets, and timelines while fostering collaboration and communication to deliver high-quality results and enhance client satisfaction...

Pioneer the delivery of IT and AV projects, coordinating cross-functional teams and managing timelines, budgets, and quality to ensure excellence from inception to completion. Engage with stakeholders...

Drive strategic financial planning and analysis to enhance business performance, optimize resource allocation, and support growth initiatives. Engage with leaders to translate complex data into action...

Join a team that's focused on leading Oracle Fusion implementations within healthcare. Drive strategy, foster collaboration, and manage complex projects to deliver exceptional results for client organ...

Drive the evolution of a Central Data Platform by defining priorities, translating business needs into technical requirements, and collaborating with cross-functional teams to enhance usability and sc...

Join our team to lead client retention strategies and develop tailored solutions, fostering strong relationships and ensuring successful proposal delivery for various benefit opportunities across a na...

The Director of Asset Management will lead the investment and financial planning division, overseeing portfolio strategy and team development. This role requires a focus on client relationships, compl...

Drive growth by leading North America's channel sales strategy, cultivating partnerships, and delivering on ambitious revenue goals. Oversee a team to build a competitive advantage across the automati...

Join a team that's dedicated to providing exceptional accounting and advisory services to high-net-worth clients. In this leadership role, you will manage client engagements and drive growth through s...

Analyze customer insights and market data to shape and execute a strategic product roadmap. Drive cross-functional collaboration to enhance product features and ensure alignment with organizational ob...

Lead the charge in optimizing client business processes for asset and wealth management. Collaborate with teams to implement solutions that meet industry standards, support system stability, and enhan...

Build strategic initiatives by leading cross-functional teams to enhance community engagement and government relations. Drive effective partnerships, manage operational priorities, and execute key com...

Empower product innovation in Wealth Management by bridging business, tech, and AI. Collaborate with cross-functional teams to enhance advisor and client experiences while leveraging modern technologi...

Optimize financial planning and analysis by integrating advanced modeling, systems design, and insightful reporting. Collaborate across teams to drive growth and improve processes in a fast-paced envi...

Engineer innovative eDiscovery workflows and manage litigation support processes. Collaborate with legal teams and vendors to ensure efficient discovery execution while overseeing complex data operati...

Transform regulatory reporting for a growing bank, ensuring accurate, compliant submissions while building a scalable framework. Collaborate cross-functionally, leveraging technology to optimize proce...

Tackle community management by overseeing multiple portfolios, exceeding client expectations with expert service and support while ensuring strategic compliance and effective operations across all bac...

Transform financial performance by analyzing SaaS metrics, leading forecasting processes, and supporting acquisition integration in a dynamic, multi-business unit environment. Collaborate with leaders...