Portfolio Manager Jobs in New Canaan, CT

Manage and enhance comprehensive employee benefits programs globally. Lead compliance, vendor performance, financial operations, and team development to ensure effective delivery of health, retirement...

Transform client relationships and performance through strategic Meta campaigns. Manage a diverse portfolio, lead insightful client calls, and ensure measurable results while optimizing ad copy and te...

Lead the charge in delivering exceptional onboarding for our top strategic accounts while crafting scalable frameworks and playbooks to streamline the process and enhance client satisfaction in wealth...

Champion high-net-worth tax compliance and planning efforts, overseeing a team of external advisors, managing complex tax strategies for principals, trusts, and estates while ensuring accurate executi...

Transform high-net-worth tax compliance for principals and trusts. Collaborate with external advisors to optimize estate and gift strategies while managing complex financial records. Elevate tax plann...

Take ownership of fixed asset accounting to ensure compliance and accuracy in financial reporting. Collaborate with teams across the organization to optimize processes in a fast-growing, international...

Champion the successful delivery of complex tech and business initiatives. Lead multidisciplinary teams in a fast-paced environment, ensuring projects meet scope, schedule, budget, and quality require...

Advance security postures by leading and guiding multiple security operations and engineering teams. Foster collaboration with key stakeholders to balance security and business needs while ensuring en...

Lead the charge in delivering exceptional investor services while overseeing compliance and team development. Manage day-to-day operations and advocate for investor needs across various channels to en...

Shape the future of investment strategy by operating innovative portfolio systems, driving the integration of market data with research insights to optimize client portfolios, and leading collaboratio...

Join a team that's driving project success in mission-critical environments. As a Project Manager, you'll oversee design and construction phases, manage stakeholder relations, and ensure project profi...

Elevate client value by managing engagement teams, ensuring quality deliverables, and driving new business development, while building strong relationships and fostering a positive team culture in a h...

Engage with a diverse portfolio of Banks, driving relationship management and business development. You'll coordinate services, ensure compliance, and support revenue generation while maintaining stro...

Engage with clients to maximize their value from our platform. Provide strategic oversight during implementation and growth phases, building relationships across teams to ensure seamless client experi...

Champion client success by providing strategic guidance and support throughout the post-sales lifecycle, ensuring effective platform utilization and maximizing value for sophisticated financial client...

Empower operational excellence by supporting the Orion system for client performance reporting, driving accurate data integration, and enhancing advisor onboarding processes. Collaborate with teams to...

Elevate loan operations effectiveness by managing the syndicated loan lifecycle. Collaborate with diverse teams to ensure seamless execution of processes, maintain compliance, and provide accurate rep...

Pioneer innovative credit solutions to enhance customer value and manage risk. Oversee a complex portfolio, ensuring compliance and performance that meets market expectations while mentoring and leadi...

Help us manage a complex credit portfolio, making impactful credit decisions that support our commercial banking team and drive customer value while ensuring compliance with regulations and risk manag...

Join a dynamic team as you define and improve our core enrichment product, collaborating with engineers and data scientists to drive growth and optimize for scale while engaging with top financial cli...

Shape the future as a founding designer in a dynamic innovation team, driving the end-to-end user experience and product strategy. Leverage AI and collaborate across teams to deliver impactful solutio...

Reimagine the user experience as a founding product designer, shaping innovative solutions in a highly autonomous team. Collaborate to build scalable products while driving foundational strategies in...

Innovate the future of financial product design by crafting user experiences for complex solutions. Work closely with stakeholders to define strategy and pioneering AI applications, impacting tens of...

Join a team that's dedicated to enhancing multi-asset equity investments. You'll lead equity allocation decisions, generate investment ideas, and collaborate closely with cross-asset teams to optimize...

Engage with enterprise clients as a Sr. Relationship Manager, fostering strategic partnerships and driving retention, growth, and value realization. Collaborate across teams to ensure client success a...