Portfolio Manager Jobs in Fullerton, CA

Lead the charge in comprehensive BPA portfolio integration, synthesizing complex data from multiple federal IT task orders to provide senior leadership with clear, actionable insights for informed dec...

Help us optimize our Workday Learning module by configuring and supporting key learning initiatives. As a technical partner, you will bridge system capabilities with stakeholder needs, driving strateg...

Grow clinical leadership capacity and efficiency by partnering with local teams to enhance performance and service quality, ensuring best practices across the market for impactful healthcare delivery...

Optimize tax operations and team performance by leading tax return preparation and compliance. Engage directly with Members, mentor a small team, and implement strategic tax solutions for improved eff...

Join us to manage and enhance client service operations, ensuring seamless communication and support across all departments. Work closely with clients and internal teams to exceed service expectations...

Collaborate with senior leadership to drive financial performance and transparency. As a strategic financial partner, enhance financial reporting and analysis while translating complex data into actio...

Partner with us to drive financial performance and enhance reporting across business units. This strategic role involves collaborating with senior leadership to support decision-making and optimize fi...

Transform client experiences by leading software implementation projects. Collaborate with diverse teams to define project objectives, manage resources, and drive successful deployments while ensuring...

Drive lender integrations and optimize consumer funnels for improved approval rates and partner satisfaction, owning strategy, requirements, and testing to enhance user experiences and leverage data-d...

Take ownership of defining and operationalizing a customer ROI framework across teams, fostering strategic growth initiatives through measurable value outcomes while enabling effective customer engage...

Grow your career with a dynamic sales environment where you'll engage with high-net-worth clients, driving strategic sales initiatives and implementing tailored solutions to optimize outcomes across f...

Contribute to a results-driven team that enhances client relationships and drives performance metrics. Leverage leadership skills to coach managers and elevate team success while ensuring compliance a...

Champion product strategy and delivery for the VA Design System, enhancing user-centered digital experiences for Veterans. Collaborate cross-functionally to drive modernization and ensure stakeholder...

Contribute to client success by managing complex transaction engagements, leading operational assessments, and driving value creation through strategic initiatives and detailed analysis, all while emp...

Unlock potential by leading operational due diligence and strategy for private equity and corporate clients. Collaborate with multi-disciplinary teams to drive value creation throughout transaction ph...

Join a team that empowers clients through strategic operational evaluations, driving value creation during the entire transaction lifecycle while collaborating closely with seasoned professionals to e...

Join a dynamic team as you maintain financial records for private partnerships, prepare reports, and collaborate with external stakeholders while ensuring accuracy and compliance in investment account...

Drive the strategy and growth of affiliate marketing across multiple channels, establishing it as a vital sales engine for leading beauty and lifestyle brands. Elevate and innovate programs while coll...

Deliver tailored operational leadership and advanced support for UHNW clients, driving performance reporting and custom solutions. Collaborate cross-functionally to enhance reporting functions and opt...

Drive transformative Workers' Compensation operations by leading a dedicated team in the oversight and enhancement of claims management, risk mitigation, and administrative processes to optimize outco...

Innovate within financial reporting by defining product strategies and requirements. Lead multi-functional teams to create precise reporting solutions that align with regulatory standards. Engage with...

Contribute to a dynamic team by leading client engagements, mentoring accounting professionals, and driving exceptional service delivery within our outsourced accounting services practice. Enhance cli...

Partner with us to lead a dynamic team delivering credit solutions while managing portfolios. You will oversee credit approval, ensuring high standards and effective risk policies that support diverse...

Champion data governance and strategy as you unlock insights from appraisal data. Lead cross-functional teams to ensure data integrity and drive AI readiness in this strategic, high-impact role focuse...

Partner with us to enhance our Residential Mortgage platform by managing post-closing transactions, executing compliance procedures, and providing operational oversight to ensure smooth functioning ac...