Portfolio Manager Jobs in Irvine, CA

Drive customer success by managing relationships and expanding revenue within existing accounts. Leverage strategic sales execution and cross-functional collaboration to ensure customer retention and...

Advance customer success by leading onboarding and implementation for agency partners. Your role involves managing projects, improving workflows, and fostering collaboration to ensure fast and effecti...

Oversee comprehensive portfolio management for clients, collaborating with servicers to enhance asset performance while defining strategies and reporting on key metrics. Drive operational excellence a...

Unlock your potential as you manage client relationships and deliver tailored data consulting solutions in the Defined Contribution Plan benefits industry, driving business development and ensuring to...

Transform financial decision-making by joining our FP&A team. Drive budgeting, reporting, and analyses that empower leaders to scale effectively while ensuring financial health and accountability acro...

Lead the charge in implementing complex projects, forging strong client partnerships, and applying proven methodologies to deliver successful outcomes across multiple engagements. Shape best practices...

Join a team that delivers exceptional service as the primary contact for all insurance claims and programs. Manage client relationships, analyze data, and ensure seamless coordination between internal...

Strategize with cross-functional leaders to drive strategic initiatives, manage product launches, and create executive presentations that align with key business goals, contributing to a culture of in...

Lead the charge in managing key accounts by enhancing relationships, driving revenue growth, training clients, and collaborating with cross-functional teams to optimize service delivery and client sat...

Unlock potential by providing financial analysis and modeling expertise to strategically structure music and publishing deals. Collaborate across teams to ensure proposals align with business goals fo...

Champion strong client relationships by understanding their needs and offering tailored solutions. Lead a collaborative internal team to drive client satisfaction and operational efficiency across com...

Accelerate growth through strategic partnerships in the IMO channel by driving sales, enhancing market presence, and delivering innovative solutions tailored to the needs of Broker Dealers and Indepen...

Shape the future of public sector real estate by leading transformative advisory efforts. Influence major institutional decisions with strategic insights, deliver actionable recommendations, and drive...

Lead the development of a robust service delivery framework that ensures consistent implementation across multiple customer segments, enhancing scalability and operational effectiveness within a rapid...

Transform complex workflows into intuitive software solutions while managing a cross-functional team, engaging stakeholders for insights, and driving product innovation for enhanced business operation...

Elevate your career by leading high-impact advisor engagement, driving sales growth, and expanding market presence. Collaborate strategically with teams to foster relationships in the private wealth s...

Contribute to the success of our ERP Transition Team by leading global Finance process design, ensuring standardized and scalable solutions. Collaborate across departments to drive innovative improvem...

Unlock growth potential by leveraging consultative sales strategies to expand market share and provide exceptional investment solutions across various financial platforms in your designated territory...

Empower implementation excellence by leading a skilled team in overseeing complex client projects, ensuring seamless transitions and high-quality delivery in health plan administration. Drive impactfu...

Lead the execution and support of private credit operations, ensuring efficient transaction lifecycle management and cross-functional collaboration, while enhancing processes for operational excellenc...

Shape strategic decision-making by analyzing series economics and market dynamics. Partner with cross-functional teams to deliver data-driven insights that support investment choices for a dynamic por...

Drive revenue growth by leading strategic pitch processes and enhancing client relationships across various agency services. Collaborate cross-functionally to deliver tailored solutions and elevate cl...

Analyze client needs and deliver exceptional service through effective communication, comprehensive report analysis, and proactive strategies in benefits management to ensure client satisfaction and o...

Shape the future of financial management as you lead daily operations, prepare reports, and enforce internal controls. Drive success by overseeing accounting transactions and ensuring exceptional clie...

Advance your career by driving key client relationships and overseeing financial statement preparations while fostering collaboration and process improvements within the accounting function to meet st...