Portfolio Manager Jobs in Menlo Park, CA

Join a team that's dedicated to fostering client relationships as a Director. Leverage your wealth management expertise to provide tailored investment advice, support client needs, and drive strategic...

Engineer financial systems excellence by optimizing NetSuite and integrations. Elevate finance workflows while collaborating with cross-functional teams to support scalability and automated processes...

Collaborate with cross-functional teams to enhance Salesforce solutions, driving process improvements and operational excellence. Contribute hands-on to configuration, data management, and user adopti...

Develop product strategy and enhancements for Advisor Managed offerings, ensuring advisor needs are met through scalable solutions while collaborating across teams to optimize workflows and improve cl...

Lead the charge in product strategy and enhancements for Advisor Managed offerings, collaborating with cross-functional teams to ensure advisor needs are met while driving platform adoption and operat...

Lead and scale a high-impact Program Management Office, enhancing delivery processes and aligning Research and Engineering teams amidst rapid organizational growth. Drive strategic projects while fost...

Join a dynamic team to drive innovation in workflow automation and treasury solutions, enhancing operational efficiency for financial institutions through AI and process improvement while collaboratin...

Transform the future of enterprise planning by leading high-quality implementations and driving business growth through innovative solutions and team development across cross-functional delivery teams...

Shape the future of wealth management by leading a high-performing team to deliver tailored investment solutions for High Net Worth clients, while driving growth and ensuring risk management excellenc...

Empower your potential by managing diverse projects, coordinating stakeholders, and leading teams to deliver cutting-edge solutions in building infrastructure, while ensuring compliance with budget an...

Empower financial advisors by leading product strategy and execution for a transformative SaaS platform. Engage with clients to refine workflows and deliver high-impact solutions while collaborating a...

Join a team that's managing complex credit portfolios and driving loan structuring decisions. You’ll support senior managers in credit underwriting and contribute to portfolio growth while developing...

Partner with us to manage a complex Mid-Corporate credit portfolio, executing financial analysis and supporting loan structuring decisions while mentoring junior team members and ensuring compliance w...

Develop innovative strategies to elevate Wealthsimple's market position, focusing on high-net-worth clients. Lead cross-functional teams to create personalized financial experiences, driving client on...

Join our Capital Markets team to execute and manage live transactions across diverse lending products. Collaborate with stakeholders to ensure smooth processes in warehouse facilities, loan sales, and...

Join a team that's transforming venture capital through innovative co-investment and secondary practices. You'll leverage your extensive industry expertise to evaluate opportunities, mentor talent, an...

Shape the future of our marketplace by leading product direction and collaborating with cross-functional teams to deliver impactful solutions that meet user needs and drive growth...

Manage advanced product development programs for data center infrastructure, collaborating with cross-functional teams to drive comprehensive manufacturing strategies, optimize operations, and ensure...

Transform financial operations by owning forecasting and analysis, partnering with teams to enhance cloud and AI spend visibility, and driving decision-making through actionable insights. Shape robust...

Join a team that's dedicated to building strong client relationships and providing insightful investment advice, while managing key advisory functions and supporting high-level executives in a fast-pa...

Advance sustainable finance initiatives by developing and implementing financial strategies for impactful PFP projects. Collaborate across teams to ensure successful closing and stakeholder engagement...

Lead strategic market insights and product development initiatives to enhance the Neurovascular portfolio. Collaborate cross-departmentally to create compelling value propositions and optimize product...

Lead the charge in investment strategy formulation and execution, managing client portfolios and relationships while overseeing investment policies and performance metrics. Collaborate closely with ad...

Inspire client investment success by leading strategic asset allocation decisions, overseeing investment policies, and enhancing client engagement within a collaborative financial advisor team...

Lead seamless ERP project deliveries, ensuring client satisfaction and value. Manage scope, schedule, budget, and risks while coordinating cross-functional teams for successful implementations and mea...