Portfolio Manager Jobs in Sausalito, CA

Drive the establishment of robust Treasury risk oversight in a de novo bank, providing independent monitoring, regulatory compliance, and reporting support. Collaborate with senior leadership to enhan...

Drive impactful fund accounting operations while mentoring team members and enhancing processes. Collaborate with clients and external partners to ensure accurate financial reporting and compliance ac...

Lead client relationship management efforts by offering strategic investment advice and customized financial solutions, supporting managing directors while engaging closely with clients for optimal se...

Engage in shaping the future of finance technology by driving product strategy, leading cross-functional teams, and developing innovative solutions that address key challenges in finance operations...

Join a dynamic team to implement innovative investment strategies, track performance, and collaborate with clients to meet their financial goals. Leverage your expertise to analyze portfolios and guid...

Drive strategic internal initiatives and lead enterprise-level project management, acting as the main technical advisor while ensuring seamless collaboration among stakeholders to deliver exceptional...

Elevate your career by leading the design and launch of innovative wealth management solutions. Collaborate cross-functionally to drive product strategy, align stakeholders, and enhance client experie...

Join a team that's shaping project management excellence by leading client initiatives with diverse teams. You'll drive project delivery and foster cross-functional collaboration in a dynamic remote e...

Champion client relationships through strategic portfolio management, delivering tailored investment advice and exceptional service while collaborating with directors to enhance client satisfaction an...

Contribute to the financial success of multifamily and commercial real estate funds by managing fund-level accounting, performance reporting, and investor relations, ensuring that fund metrics align w...

Unlock potential by leading strategic planning efforts and optimizing investment analysis within the electric transmission and distribution engineering team. Collaborate across departments to achieve...

Accelerate progress at a leading investment advisory team by managing client relationships and providing tailored financial solutions that drive exceptional service and client satisfaction...

Optimize client relationships by providing tailored financial strategies and exceptional service. Collaborate with a dedicated team to enhance portfolio management and reporting, driving success in in...

Drive business growth by leveraging your sales expertise in the Gulf Coast region. Join a dynamic team focused on customer solutions, developing relationships, and enhancing chemical treatment program...

Explore the potential to drive sales growth in the Midwest territory, leveraging your expertise in chemical solutions. Collaborate with teams to build lasting customer relationships and create innovat...

Transform efficiency in project coordination by streamlining IT processes and enhancing PPMO operations. Collaborate across teams to leverage tools and automate workflows, ensuring effective delivery...

Unlock potential by managing data product initiatives, ensuring robust collaboration among Data Engineering and business teams, transforming business needs into actionable product requirements, and dr...

Strategize with us to transform risk analytics into a scalable product, ensuring the security of over $2 trillion in transactions. Collaborate with leadership to enhance financial crime monitoring as...

Empower clients through tailored financial planning, managing complex relationships and guiding investment strategies. Collaborate with a dedicated advisory team to enhance client confidence and achie...

Execute project plans and manage all phases from initiation to delivery. Collaborate with cross-functional teams, stakeholders, and vendors to ensure projects meet quality, timeline, and budgetary exp...

Lead the charge in deploying AI solutions by managing and mentoring technical teams, ensuring operational excellence, and driving customer-centric strategies to realize substantial business outcomes a...

Join a team that's dedicated to client success and growth. As an Associate, you'll play a pivotal role in managing client relationships, supporting operational functions, and enhancing your financial...

Elevate your career as you collaborate with a dynamic team, managing client relationships and operational tasks to drive success. Embrace opportunities for growth, learning, and significant impact in...

Unlock potential by owning and enhancing legal entity management platforms, collaborating with cross-functional teams to streamline operations and integrate systems, while promoting continuous improve...

Join a team that's driving project success by managing client assignments at various sites. You will coordinate with management and clients, develop budgets, conduct meetings, and oversee project exec...