Portfolio Manager Jobs in San Jose, CA

Shape the future of financial advisory by leading due diligence projects, managing client relationships, and guiding teams through transaction lifecycles to optimize value and performance across dynam...

Champion design efficiency by crafting systems and strategies for a growing team, ensuring designers can concentrate on creativity while scaling operations and fostering a strong design culture across...

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

Drive the transformation of engineering delivery through program leadership. Optimize cross-functional collaboration in AI-native software practices, governance, and success measurement to shape a hig...

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...

Elevate efficiency and accuracy in accounting operations by driving automation, supporting month-end closes, and collaborating with cross-functional teams to enhance financial reporting and decision-m...

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...

Engage with high-net-worth clients as a trusted advisor, providing tailored financial planning and investment strategies. Lead a dedicated team to enhance client relationships and deliver impactful fi...

Engage with high-net-worth clients as a trusted advisor, leading a dedicated team to provide tailored financial guidance. Develop strong relationships while enhancing client experiences and managing c...

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...

Empower our Private Equity team by cultivating LP relationships and driving fundraising efforts across the West Coast. Collaborate with a dynamic team to navigate complex transactions and enhance dist...

Develop cutting-edge solutions and drive the platform strategy for an elite service targeting ultra-high-net-worth clients, ensuring optimal advisor and client experiences through effective collaborat...

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...

Accelerate progress at a leading consultancy as a Senior Cost Manager, driving project value, managing change, and contributing to strategic decisions in a collaborative team environment. Take on sign...

Partner with us to drive product innovation and trust in a dynamic ecosystem, transforming challenging customer interactions into seamless experiences while managing risk to enhance user confidence an...

Champion innovative equity compensation solutions globally, managing client projects and collaborating with cross-functional teams to ensure compliance and alignment with business objectives while fos...

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...

Lead the finance function and drive financial operations while scaling in a fast-paced startup environment, ensuring reliable processes, accurate reporting, and cross-functional collaboration for info...

Unlock potential by leading capital planning initiatives across the U.S., driving new business, and mentoring teams in a fast-paced environment. Leverage your expertise in project management and clien...

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...