Portfolio Manager Jobs in Cupertino, CA

Optimize financial planning and AI investment management strategies to drive data-informed decisions. Collaborate with cross-functional teams to enhance capital expenditure planning and foster relatio...

Shape the future of financial strategy by optimizing AI investments and capital planning. Collaborate with cross-functional teams to drive data-driven decisions, ensuring accuracy in budgeting and for...

Elevate your career as you manage diverse tax projects, foster client relationships, and mentor team members. Join us to tackle complex tax challenges and drive innovative solutions in a collaborative...

Lead the execution of complex deals, optimizing internal processes to drive revenue growth. Collaborate with finance, sales, and compliance teams to streamline workflows and enhance deal management, e...

Drive complex aerospace and defense projects to success, ensuring customer satisfaction and adherence to firm standards through strategic planning, communication, and risk management...

Champion and enhance employee onboarding by optimizing processes, ensuring compliance, and collaborating with stakeholders across departments to create a seamless experience for new hires from Day 1 a...

Join us to lead our Business Applications team in driving IT innovation and efficiency! You'll develop AI-enabled solutions and integrations that empower cross-functional teams to excel in a fast-pace...

Lead the charge in optimizing liquidity management and reporting for the bank. Collaborate with Finance teams to drive effective investment strategies and support regulatory compliance. Foster detaile...

Unlock insights as you bridge business needs with technology, enhancing commercial insurance solutions. Collaborate, analyze, and support projects to drive quality, ensure alignment, and facilitate co...

Champion product strategy for Enterprise solutions, shaping AI-driven legal technology. Drive outcomes across key offerings while collaborating with cross-functional teams to deliver intelligent solut...

Transform the clean energy sector by leading transactions, managing client relationships, and developing innovative financing solutions. Engage with corporate tax buyers and renewable energy developer...

Lead the management of Leadership Programs, overseeing operational logistics for 70+ seminars annually. Collaborate with teams to deliver exceptional participant experiences, optimize budgets, and sup...

Join us to lead product initiatives, ensuring user engagement through data-driven insights. Collaborate with cross-functional teams to optimize product features, driving customer-centric solutions in...

Lead the transformation of product delivery by optimizing processes and enhancing customer experiences. Collaborate with stakeholders and manage project dependencies to ensure timely and efficient imp...

Support a comprehensive financial planning process by collaborating with Wealth Advisors, implementing client strategies in retirement, tax, and investment planning, while enhancing client relationshi...

Champion personalized wealth strategies while collaborating with advisors. This role requires developing financial plans, enhancing client relationships, and contributing to business planning efforts...

Engage in financial planning to develop tailored wealth strategies. Collaborate closely with Wealth Advisors to enhance client relationships and provide expert guidance in investment, risk management...

Engage with clients to deliver personalized financial strategies, enhancing relationships and advising on investment, tax, and estate planning while collaborating in a hybrid work environment...

Contribute to a dynamic team delivering tailored financial strategies, enhancing client wealth through effective planning. Engage with advisors to elevate service quality and develop innovative approa...

Elevate your career with a dynamic team focused on personalized wealth management. As an integral part of our planning process, you’ll collaborate with clients to devise effective financial strategies...

Champion scalable financial operations by owning key accounting processes, ensuring compliance with US GAAP, and partnering with cross-functional teams to enhance reporting accuracy and efficiency...

Shape the future of growth marketing by exploring new channels and validating high-potential product bets. Combine your data expertise and entrepreneurial spirit to influence key investments and co-bu...

Transform financial planning and strategic insights for Sales, helping to drive revenue growth through robust modeling and analytics while partnering with leadership to shape GTM investment strategy a...

Drive new business acquisition and revenue growth by proactively selling innovative FinTech solutions to enterprise clients, while managing complex sales cycles and building strategic relationships wi...

Join a team that's dedicated to delivering innovative solutions for employee benefits management. Oversee client accounts, develop strategies, and enhance coverage effectively for clients with 50+ liv...