Portfolio Manager Jobs in Pleasant Hill, CA

Lead the charge in developing high-performing teams to optimize branch operations. Equip associates with skills to enhance customer satisfaction. Drive sales strategies and operational excellence to s...

Lead the charge in strategic project management and organizational change, ensuring effective client engagement and alignment across multiple agencies while facilitating a structured intake process fo...

Join a team dedicated to operational excellence in financial systems. This role leads corporate accounting, treasury, and reporting functions while enhancing automation and partnerships across multipl...

Join a team that's redefining trust accounting with innovative features and automation. You'll shape product strategy and execution while collaborating with engineering and design to enhance property...

Champion effective financial planning by driving budget processes, enhancing reporting accuracy, and implementing process improvements in a collaborative environment, ultimately ensuring financial ste...

Accelerate progress at our company by optimizing operational processes, managing client interactions, and collaborating across teams to enhance user experience and efficiency in financial services ope...

Take ownership of key product initiatives within claims operations, driving system enhancements and process improvements. Collaborate with stakeholders to deliver innovative solutions that enhance bus...

Join a dynamic team as you streamline operations for a globally distributed sales organization. Support the Chief Revenue Officer with executive tasks, calendar management, travel logistics, and facil...

Execute client-focused strategies as a Senior Private Wealth Advisor, leading a dedicated team to deliver personalized financial solutions and fostering lasting relationships with high-net-worth clien...

Engage with high-net-worth clients as a trusted advisor to deliver tailored financial strategies, ensuring a first-class client experience while collaborating with dedicated teams to optimize assets a...

Join our Finance team as you shape financial strategies, support cross-functional initiatives, and leverage data analytics to drive business performance. This role enables impactful contributions to R...

Join a team that drives strategic pricing initiatives to optimize commercial outcomes for complex deals. Collaborate with cross-functional teams to develop value-based pricing strategies that enhance...

Join a dynamic team to manage complex automation projects, ensuring seamless execution, stakeholder alignment, and on-time delivery. Leverage your expertise to drive accountability and deliver value a...

Elevate claims oversight by ensuring compliance and quality in handling P&C claims across MGAs. Collaborate with Program Managers, audit practices, and monitor performance while fostering strategic re...

Drive team performance and client growth by leading a sales-focused group of leaders. Utilize data-driven strategies and coaching to enhance sales effectiveness while ensuring accountability and best...

Transform client relationships by strategically selling solutions and fostering connections through meetings and field visits. Drive sales success and achieve targets through consultative processes an...

Join us to lead Release Management and Program Execution, enhancing our product operations by fostering alignment and continuous improvement across teams. Drive successful customer experiences and opt...

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...

Drive financial strategy as a key partner, overseeing budgeting, forecasting, and analysis. Collaborate with senior leadership to translate complex data into actionable insights that enhance financial...

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

Join a team that drives impactful software solutions across multiple portfolio companies, as you take ownership of product outcomes. Collaborate closely with operators and customers to deliver measura...

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...

Champion the drive for ESG business management, aligning sales and product strategy to enhance customer satisfaction and financial performance across multiple accounts and regions. Operate independent...

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...