Portfolio Manager Jobs in Sausalito, CA

Drive comprehensive financial planning excellence by collaborating with Financial Advisors and clients, mentoring peers, and sharing expertise. Participate in training while leveraging technology to e...

Take ownership of tax compliance and consulting services for diverse clients, providing leadership and expertise in U.S. partnership taxation while mentoring a skilled team of professionals to ensure...

Engage in strategic oversight of data-driven decision-making across credit risk, business strategy, and finance. Collaborate with stakeholders to ensure compliance and accuracy in reporting while enha...

Elevate your career by transforming Wealth Management through innovative solutions, collaborating closely with clients to drive technology initiatives and enhance operational excellence in a rapidly e...

Transform client interactions by designing and implementing innovative business changes, specializing in technology consulting within Wealth Management to drive operational excellence and enhance clie...

Unlock opportunities in Wealth Management by driving digital transformation and enhancing client experiences. Collaborate with teams to implement innovative solutions and optimize operational excellen...

Collaborate with cross-functional teams to drive financial strategy and performance management for the GTM business, focusing on user acquisition, profitability, and new opportunities in a fast-paced...

Grow your career with a strategic role managing mid-market accounts, driving client growth and retention. Collaborate with teams, adapt playbooks, and mentor others while leveraging innovative solutio...

Lead a dedicated team to provide tailored financial strategies, enhancing client relationships and delivering exceptional wealth management services to mass affluent clients, ensuring their long-term...

Build and enhance automated testing frameworks to ensure investment accuracy, integrating into cloud environments and CI/CD pipelines while supporting validation and observability in financial systems...

Support client engagements in renewable energy projects, enhancing processes, and project management while collaborating with experts to set industry standards and drive innovation through technology...

The Product Manager at EvenUp will lead the development of AI-powered solutions to enhance legal processes for personal injury lawyers and their clients. This role involves driving product strategy, c...

Join our dynamic team to lead the sourcing and acquisition of retail properties. Drive deal negotiations and collaborate with leadership to expand our portfolio through strategic investments in conven...

Help us drive excellence in ServiceNow project management and delivery. You'll lead complex ITAM, CMDB initiatives while fostering stakeholder engagement and ensuring program transparency across globa...

Drive end-to-end data solutions and lead a team of engineers to enhance business intelligence through scalable architectures while leveraging cutting-edge analytics and AI technologies to meet organiz...

Join our dynamic FP&A team to drive financial planning and analysis initiatives. Lead the implementation of our planning platform, optimize systems, collaborate with cross-functional teams, and empowe...

Accelerate tenant relations and property performance by overseeing daily operations, budget management, and team leadership in a dynamic multi-tenant office environment, driving effective strategies t...

Lead product risk management initiatives by collaborating with cross-functional teams to identify and mitigate risks affecting the global financial platform. Drive strategic insights, ensuring product...

Drive financial strategy by partnering with leaders to enhance forecasting, build data-driven models, and improve operational insights. Play a key role in scaling FP&A processes within a high-growth S...

Join a dynamic finance team, impacting strategy through data analysis. Collaborate with leaders on forecasting, model building, and performance improvement in a high-growth SaaS environment, driving b...

Unlock potential by leading data-driven decisions within business units, enhancing performance through analytical insights and collaborative execution, while addressing key metrics and strategic quest...

Drive growth and engagement at all stages of the user journey, leveraging creative AI to enhance video creation. Collaborate with cross-functional teams to execute experiments that maximize activation...

Lead the charge in developing AI-powered prototypes to enhance innovative healthcare solutions. Collaborate with cross-functional teams to refine product strategies through user feedback, driving comm...

Build and enhance complex claim allocation models to support forensics teams. Collaborate with clients and stakeholders, delivering insightful analytics and reports that guide decision-making for larg...

Contribute to the development of power architecture for cutting-edge AI accelerators. Partner across functions to define power models, manage tradeoffs, and enhance design efficiency from concept thro...