Portfolio Manager Jobs in Fullerton, CA

The Senior Wealth Advisor at Savvy is responsible for developing and managing high net worth client relationships and portfolios while shaping the future of wealth management through technology. This...

Execute monetization strategies within a dynamic marketplace, collaborating across teams to enhance operational efficiency and data-driven decisions for optimal revenue generation...

Manage operations of retail properties, enhancing profitability and tenant relations. Drive compliance, oversee budgets, and ensure high performance through effective strategies and strong vendor part...

Manage daily operations of retail properties by fostering tenant/vendor relationships, overseeing maintenance, and executing initiatives to enhance profitability and performance. Ensure compliance and...

Champion client satisfaction and retention by providing expert consulting to retirement plan fiduciaries, enhancing investment strategies, and conducting educational seminars. Utilize CRM tools to mai...

Engage with stakeholders and lead the implementation of enterprise data management solutions in the financial services sector, driving strategic integration across systems while mentoring innovative t...

Lead strategic experimentation initiatives to drive growth and optimize decision-making across business areas. Manage analytics teams, set priorities for analysis, and translate findings into actionab...

Elevate employee experience by leading benefits, leaves, and accommodations programs. Collaborate with senior leaders to enhance well-being and compliance while developing innovative strategies for or...

Lead transformative Enterprise Data Management initiatives, integrating solutions with enterprise systems while mentoring teams and driving strategic growth within the Financial Services sector...

Lead and manage a high-performing team in wealth management, fostering client relationships and driving sales growth while ensuring adherence to regulatory standards and internal controls in the Great...

Accelerate progress at building a robust legacy gift pipeline, overseeing strategic growth, cultivation, and closure of significant gifts while collaborating with high-performing teams and enhancing f...

Transform project management within the federal sector by leading and delivering complex, high-impact initiatives. Drive collaboration, build strong partnerships, and champion user-centric methodologi...

Accelerate AI adoption within the Product Strategy Group to enhance workflows, improve product lifecycle management, and drive efficiency by integrating cutting-edge AI solutions that support client e...

Lead the charge in orchestrating investment content production processes, ensuring timely and compliant deliverables while optimizing workflows and enhancing cross-functional collaboration across team...

Empower innovation by identifying and evaluating venture capital opportunities in dynamic sectors. As an integral part of our team, you'll drive strategies with entrepreneurs and corporations, shaping...

Transform business systems by defining objectives, documenting requirements, and leading complex application development. Collaborate closely with teams to enhance actuarial valuations and investment...

Innovate strategies for market analysis and supplier performance. Collaborate with cross-functional teams to optimize quoting strategies and ensure customer satisfaction in a dynamic aerospace and def...

Unlock your potential as you analyze and manage complex loans, ensuring compliance and risk assessment while collaborating with clients and senior management to drive banking success...

Unlock potential by leading product strategy and execution within the Merchandising Domain, leveraging market insights and collaborating with stakeholders to enhance product capabilities and optimize...

Empower financial innovation by leading product strategy for finance transformation, optimizing processes with AI-driven insights, and enabling cross-functional teams to enhance Coinbase's financial o...

Pioneer innovative solutions by leading software implementation projects that enhance healthcare analytics and data integration. Manage client relationships while ensuring projects are executed on tim...

Manage the strategy and execution of passenger engagement products, ensuring alignment with customer needs and driving impactful business outcomes through a cohesive roadmap and cross-functional leade...

Join a dynamic team to oversee architectural project development, managing 3-4 projects simultaneously. Lead client relationships, mentor staff, and ensure deliverables meet objectives, schedules, and...

Lead and inspire a data engineering team, develop scalable data systems, and leverage advanced AI tools to enhance operational excellence and data quality in supporting investor analytics and products...

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...