Portfolio Manager Jobs in Sausalito, CA

Lead the charge in optimizing workforce utilization and retention by managing a team of Commissioning Resource Managers. Ensure effective staffing across projects while developing talent in a dynamic...

Shape the future of finance by leading budget processes, variance analysis, and operational insights in a dynamic, collaborative team environment. Partner with Executive Leadership to drive strategic...

Lead the charge in shaping innovative R&D strategies, drive high-impact experimentation, and cultivate a dynamic team environment to translate emerging technologies into successful outcomes across div...

Drive product innovation in AI agent lifecycle management. Lead roadmap, engage with customers, and collaborate with engineering to enhance product performance and user experience across diverse appli...

Partner with us to drive business growth in our private wealth group, leveraging your wealth management expertise to cultivate client relationships, execute strategic campaigns, and enhance brand awar...

Transform our approach to Digital Finance governance by leading strategic initiatives, managing portfolios, and ensuring delivery effectiveness to drive value realization across technology and process...

Take ownership of client relationships and drive business growth by collaborating with clients, consultants, and internal teams to deliver exceptional service and operational support across a diverse...

Take ownership of driving new ARR growth through strategic sales plans targeting RIAs, Private Banks, and Family Offices. Leverage your experience in software sales within the finance industry to exce...

Empower cross-functional teams to execute complex finance projects, ensuring high-quality delivery and stakeholder collaboration. Lead change management, risk mitigation, and process optimization to a...

Empower hourly businesses by driving product strategy and execution, enhancing workforce management solutions through customer engagement and cross-functional collaboration in a fast-paced startup env...

Join a team that's dedicated to managing contracts, optimizing profitability, and ensuring customer satisfaction through effective risk modeling and contract administration. Your expertise will drive...

Lead and optimize investment accounting strategies, ensuring governance and compliance while enhancing reporting and team performance. Drive innovations in processes and technology to support business...

Shape the future of workforce management by leading product strategy and execution. Collaborate across teams to enhance business outcomes through customer-centric, innovative solutions in a fast-paced...

Oversee end-to-end delivery of mainframe technology solutions, ensuring quality and efficiency while guiding project management and integration across complex systems to meet client needs and enhance...

Drive operational excellence as a Revenue Cycle Performance Analyst, auditing quality, guiding engagement teams, training staff, and preparing performance reports to enhance client success in the heal...

Pioneer robust data governance and analytics for ALM functions, ensuring precision in managing interest rate risk and liquidity. Lead initiatives to enhance data process efficiency, aligning with regu...

Manage a growing portfolio of carbon offset projects, driving emissions reductions and ensuring compliance with greenhouse gas frameworks. Leverage data management and verification skills to enhance o...

Oversee a portfolio of defined contribution plans, build client relationships, manage issues, and provide strategic solutions as a trusted advisor, ensuring optimal service and satisfaction for Plan S...

Lead the charge in delivering innovative fintech solutions by managing complex projects across cross-functional teams, enhancing stakeholder engagement, and driving customer satisfaction. Leverage you...

Empower clients by guiding them through tailored financial strategies that align with their goals. Collaborate with a dedicated team to enhance client experiences while retaining and growing investmen...

Deliver results by driving revenue growth and managing risk across branches. Enhance client service, develop cohesive teams, and lead recruitment of Financial Advisors, ensuring compliance and improvi...

Lead the transformation of Workday, integrating HR and business goals while managing project delivery. Collaborate with IT and stakeholders to design solutions that enhance HR processes and drive meas...

Launch a dynamic private wealth team, oversee an art gallery, and engage with UHNW clients through events, fostering long-term relationships and driving capital raises in a vibrant, high-touch environ...

Execute successful LEO programs by managing customer interfaces, coordinating cross-functional teams, and driving operational excellence to meet schedules and enhance satisfaction. Foster collaboratio...

Lead the charge in transforming financial strategy by building scalable infrastructure, enhancing decision-making through in-depth analyses, and driving operational efficiency in a fast-paced, dynamic...