Portfolio Manager Jobs in Costa Mesa, CA

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...

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...

Transform legal operations by leading technology assessments and implementations. Collaborate with clients to enhance contracting processes, leveraging expertise in CLM and AI solutions while mentorin...

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...

Partner with us to shape innovative product strategies, driving success from concept to launch. Leverage your technical expertise in a collaborative environment to propel impactful solutions in the ev...

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...

Shape the financial landscape of a thriving AI startup by independently managing end-to-end finance operations, strategic planning, and automation to empower growth and financial confidence across the...

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...

Drive the transformation of raw alternative data into intelligent products, shaping methodologies and data quality for insights that impact customer experience. Collaborate across teams to enhance pro...

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...

Lead strategic asset management efforts, overseeing leasing and performance across the regional portfolio. Mentor teams, drive operational excellence, and ensure alignment with fund objectives through...

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...

Elevate your career by leading financial operations and strategy for diverse client entities. Monitor, analyze, and enhance financial performance while fostering a high-performance team culture to dri...

Engage with top buyers to optimize purchasing campaigns and drive growth in the PSA Exchange Marketplace. You will blend relationship management and operational oversight to create a seamless experien...

Engage with top buyers in the collectibles marketplace, driving growth and enhancing relationships. This role combines strategic consulting with operational oversight to ensure seamless buying experie...