Portfolio Manager Jobs in San Bernardino, CA

Engage clients by delivering expert tax planning solutions, guiding high net worth families through estate and income tax optimization while collaborating with an exceptional multi-disciplinary team t...

Optimize sales growth by driving new bookings and expanding existing accounts. Lead a disciplined team to achieve revenue targets, enhance retention, and ensure accountable sales processes while foste...

Drive sustainable revenue growth by leading the Revenue Operations team, enhancing GTM strategies, forecasting accuracy, and sales productivity through precise analytics and effective processes...

Unlock your career potential by joining a dynamic team focused on data analysis and process improvements, directly influencing financial insights and operational efficiency within a collaborative envi...

Grow your career with a key role in investment analysis, focusing on data insights and visualization. Collaborate with cross-functional teams to enhance efficiencies, support budgeting, and drive stra...

Collaborate with cross-functional teams to define and execute data, analytics, and AI strategies, enhancing customer decision-making and operational efficiency while championing innovation and product...

Partner with us to lead tax and preferred equity investments, executing complex transactions while mentoring junior team members and collaborating across teams to drive sustainable energy solutions...

Tackle a significant program management role, driving project delivery and governance while collaborating with clients. Your leadership will ensure timely execution, risk management, and adherence to...

Lead the charge in comprehensive financial reporting and compliance for investment portfolios, ensuring adherence to U.S. Statutory and GAAP standards while driving enhancements in reporting practices...

Transform your career by leading impactful marketing initiatives in Financial Services. Collaborate with cross-functional teams, develop compelling content, and drive customer engagement to position o...

Join a team that drives financial strategy and operational efficiency, partnering with cross-functional leaders to support R&D investments and resource allocation, ensuring alignment and accountabilit...

Unlock potential by leading cross-functional teams to deliver and modernize core banking platforms, ensuring integration, reliability, and governance are prioritized in a complex financial technology...

Help us drive client success by owning strategic accounts, fostering executive relationships, and developing growth strategies that enhance product dependency and maximize revenue opportunities. Lead...

Unlock strategic growth as you lead the Financials product category, driving innovation and aligning product roadmaps with business objectives while mentoring a high-performing product team...

Join a dynamic team to lead project management efforts in high-value property claims, focusing on detailed assessments, inventory management, and client collaboration to ensure meticulous execution an...

Lead the modernization of Veteran and Family Member Programs by integrating multiple initiatives focused on business process improvement, data integration, and organizational change. Ensure project su...

Manage end-to-end product delivery by analyzing customer insights, prioritizing features, and leading validation through effective collaboration. Drive strategy, integrations, and compliance in a dyna...

Tackle portfolio management by overseeing planning, financial reporting, and resource allocation across IT initiatives, collaborating with stakeholders to align priorities and improve delivery perform...

Partner with us to lead a dynamic development team delivering client solutions, ensuring technical excellence and quality throughout implementations within a billable Professional Services model, whil...

Drive effective product marketing strategies for the single-family office segment across EMEA, LATAM, and APAC. Collaborate with sales and product teams to tailor messaging and go-to-market campaigns...

Partner with us to manage complex P&C insurance products, optimizing performance through data analysis, market insights, and collaboration with underwriting leaders. Leverage analytics and operational...

Pioneer a results-driven portfolio management approach by ensuring customer satisfaction and strategic alignment across engagements. Lead risk assessment and margin protection while fostering long-ter...

Drive operational excellence as you manage investor onboarding and trade operations, ensuring seamless coordination between multiple GPs and building scalable processes for a robust platform that supp...

Transform operations by owning investor onboarding, trade capture, and reconciliation while mentoring analysts. Define processes for seamless integration of multiple GPs, ensuring error-free execution...

Transform your career by architecting a robust fund operating system. Lead financial operations, design controls, and establish scalable solutions for multiple funds, enhancing efficiencies and ensuri...