Portfolio Manager Jobs in Plano, TX

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...

Elevate client partnerships by leading a high-performing team, guiding strategy across diverse accounts, and optimizing cross-channel media plans to achieve significant business growth and impactful m...

Provide strategic oversight and manage key client relationships in mortgage servicing, ensuring operational efficiency, risk management, and profitability for diverse third-party clients through effec...

Transform the way investment solutions are delivered by leading a high-performing tech organization. Drive portfolio construction innovation through technology and technical leadership while managing...

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 a team that's driving excellence in client information management and operational processes. Lead RFP, RFI, and DDQ responses while enhancing information governance and fostering cross-department...

Contribute to the seamless management of enterprise performance development platforms, enhancing operational efficiency, user experience, and support services through thorough administration, stakehol...

Shape innovative strategies to enhance debit card fraud prevention and lead cross-functional teams to deliver exceptional user experiences while driving product development and implementing best pract...

Engineer strategic initiatives to optimize product operations, enhance coordination, and drive innovation in cyber security. Collaborate cross-functionally to implement impactful change across the pro...

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

Join a team that champions cloud infrastructure excellence and operational efficiency. Oversee the reliability of hosted solutions, mentor engineers, and drive compliance efforts to enhance service qu...

Elevate business strategy by leading technical product initiatives, ensuring robust security for client assets and data. Collaborate to drive measurable outcomes while fostering a culture of continuou...

Drive cross-functional collaboration to deliver innovative platform initiatives, managing program roadmaps and ensuring seamless communication between engineering, business, and compliance teams to me...

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...

Empower institutional clients by expertly managing relationships and ensuring timely delivery of investment data and reporting. This role requires a keen focus on client satisfaction while leveraging...

Take ownership of client finance management and forecasting, guiding a team in project accounting, contract assessments, and stakeholder reporting to enhance financial operations and drive efficiencie...

Lead complex credit underwriting and portfolio management for key clients, ensuring effective deal structuring and risk analysis. Collaborate with internal partners, drive client relationships, and me...

Transform project delivery within financial services and energy sectors by managing complex initiatives. Collaborate with cross-functional teams to ensure timely and quality outcomes while driving eff...

Join a collaborative team as a trusted financial advisor to senior executives, offering tailored financial planning and investment guidance. Enhance client relationships, drive business growth, and fa...

Join a team that manages key operations for documentation and funding, ensuring compliance and efficiency across commercial lending. Collaborate with stakeholders to enhance processes and optimize tra...

Manage fund accounting operations, ensuring accurate NAV reporting and exceptional client service. Oversee team performance and engage with external partners to drive quality and efficiency in fund ad...

Empower organizational success by leading portfolio operations, ensuring governance through effective record keeping, risk management, and decision-making processes that link technical execution to br...

Champion client success by leading fund operations, enhancing reporting, and managing investor communications across private equity structures, while driving team development and operational excellenc...

Take ownership of client relationships and fund operations in private equity. Lead financial reporting, audits, and team development while driving process improvements across multiple engagements for...

Join a team that's dedicated to optimizing private equity fund operations and client relationships. Leverage your financial expertise to drive efficiency, manage audits, and develop junior staff while...