Portfolio Manager Jobs in San Ramon, CA

Join a team that's building the financial backbone for an innovative AI business. You'll create and manage financial models, drive planning processes, and provide insights that guide strategic decisio...

Elevate operational excellence in a hybrid role managing a regional Deal Desk team. Drive strategic initiatives, coach talent, and enhance sales partnerships for AI-enabled transformations that fuel c...

Transform complex Group Insurance challenges into actionable, data-driven solutions. As a key business lead, you will manage high-impact initiatives while collaborating with cross-functional teams and...

Contribute to transformative mergers & acquisitions by guiding operational strategy, driving synergies, and enhancing value throughout the transaction lifecycle. Lead teams, build client relationships...

Unlock potential by leading fund administration engagements, managing private equity projects, and developing a skilled team. Ensure quality and compliance while enhancing client satisfaction and oper...

Transform financial operations by leading treasury initiatives in a dynamic environment. Oversee cash management, liquidity forecasting, and new product infrastructure, collaborating across functions...

Lead the charge in architecting master data governance and PLM systems, ensuring seamless integration and data integrity across engineering, supply chain, and finance to drive organizational efficienc...

Tackle the complexities of clinical trials by driving product development, ensuring innovations in digital tools meet regulatory standards and user needs, while collaborating across diverse teams to a...

Transform proposal management by elevating RFx processes through strategic insight, collaboration, and innovative technology. Lead the lifecycle, aligning teams to deliver compelling solutions that dr...

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...

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...