Portfolio Manager Jobs in Pleasanton, CA

Oversee the full product development lifecycle, driving strategy, execution, and cross-functional collaboration. Engage deeply with clients and stakeholders to ensure alignment and success in a fast-p...

Empower client success as a Property & Casualty Account Manager focused on middle market clients in life sciences and technology, ensuring exceptional service, operational efficiency, and strategic ri...

Deliver complex projects by bridging business and technical teams, ensuring strong collaboration and accountability while driving successful outcomes in data platforms and application development...

Join a team that's revolutionizing transaction workflows through AI automation. You'll enhance document management, streamline lease data processes, and provide predictive analytics, driving efficienc...

Lead and elevate secured lending asset quality and model oversight, shaping methodologies while collaborating with cross-functional teams to ensure rigorous governance and regulatory readiness for div...

Drive technical excellence by leading complex projects, managing partners, and enhancing customer experiences. Deliver solutions for BI and analytics while shaping product direction and fostering stro...

The Senior Wealth Advisor at Savvy is responsible for developing and managing high net worth client relationships and portfolios while shaping the future of wealth management through technology. This...

Champion best practices in vendor management with a focus on strategic sourcing, risk mitigation, and client relationship cultivation to drive operational excellence and maximum value across client en...

Lead the charge in managing ETF launch operations, ensuring timely execution, coordination across teams and clients, and flawless communication in a dynamic, high-volume environment while supporting a...

Partner with us to build advanced AI agents for life sciences, transforming drug development workflows. Shape product capabilities and bridge the gap between customer needs and technical execution whi...

Shape the future of client financial success as a Senior Private Wealth Advisor. Lead a dedicated team in delivering personalized strategies to high-net-worth clients, ensuring retention, educational...

Empower your career as a Senior Private Wealth Advisor, collaborating with a dedicated team to deliver tailored financial strategies and build lasting client relationships. Make a significant impact o...

Champion enduring client relationships by leading a team that provides strategic financial guidance for high-net-worth households. This dynamic role emphasizes personalized service and proactive commu...

Inspire client success by serving as a trusted advisor for high-net-worth households, delivering tailored financial strategies and leading a dedicated advisory team to elevate the client experience an...

Shape the future of financial advising by leading a dedicated client team to deliver personalized strategies, deepening relationships with high-net-worth clients and ensuring their long-term financial...

Lead the charge in enhancing client relationships for high-net-worth households through strategic financial guidance, ensuring a premier client experience and proactive asset management within a dedic...

Grow your career with a dynamic role ensuring financial success for high-net-worth clients. Collaborate closely with a dedicated team to deliver personalized, strategic financial advice and build last...

Lead and optimize full-funnel global marketing campaigns, aligning cross-functional teams to drive growth in user acquisition and retention, synthesizing data-driven insights for strategic marketing e...

Elevate your career by overseeing retail property operations, enhancing tenant relationships, and driving profitability through strategic management of budgets and maintenance. Your leadership ensures...

Join a dynamic team to oversee risk management for a fast-growing trading platform, ensuring compliance and developing innovative multi-asset products while analyzing market risks and client impacts...

Lead the charge in redefining customer and broker digital lending experiences, optimizing the entire funnel while integrating AI for personalized, fast, and seamless transactions across all digital to...

Join our dynamic FP&A team as a strategic analytical partner, leveraging advanced financial insights and modeling to drive business performance and inform leadership decision-making across various org...

Drive advanced legal billing operations by managing top-tier portfolios and ensuring efficiency in high-volume billing cycles. Collaborate across teams to provide expert support, enhance processes, an...

Join a team that’s dedicated to enhancing branch operations by managing and developing administrative staff. Empower individuals to achieve financial goals through exceptional support and leadership w...

Drive financial strategy and execution for Product & Engineering, owning budgeting, forecasting, and planning processes during high-growth phases, while fostering collaboration and efficiency across c...