Portfolio Manager Jobs in Walnut Creek, CA

Unlock your potential as you manage client relationships and deliver tailored data consulting solutions in the Defined Contribution Plan benefits industry, driving business development and ensuring to...

Join a dynamic team as a Product Manager, driving creator success through product innovation, market strategy, and deep user insights. Collaborate closely with engineers, designers, and leadership for...

Join a team that delivers exceptional service as the primary contact for all insurance claims and programs. Manage client relationships, analyze data, and ensure seamless coordination between internal...

Unlock potential by leading complex customer implementations of Marketing Cloud. As a technical authority, you will validate architectures and create blueprints, ensuring successful deployments and st...

Accelerate progress at impactful business transformation projects as you lead cross-functional teams in program execution, ensuring alignment with strategic goals and delivering on time and within sco...

Explore a strategic opportunity to drive high-value partnerships and complex deals in the credit sector. You will lead the entire sales cycle, working closely with leadership to foster long-term relat...

Play a key role in driving alignment and growth for global strategic partnerships. Collaborate cross-functionally to optimize operational models, execute growth plans, and enhance partner success in a...

Champion strong client relationships by understanding their needs and offering tailored solutions. Lead a collaborative internal team to drive client satisfaction and operational efficiency across com...

Advance finance innovation by owning the product strategy for enterprise financial workflows. Collaborate with cross-functional teams to enhance user experience and drive adoption of our product suite...

Shape the future of product decisions by leading the customer feedback system across the organization. This role empowers teams to leverage voice of the customer, enhancing product development with st...

Elevate your career by leading end-to-end M&A deals, driving investment strategies, and collaborating with diverse teams to shape the future of a dynamic technology-driven portfolio in a fast-paced en...

Accelerate growth through strategic partnerships in the IMO channel by driving sales, enhancing market presence, and delivering innovative solutions tailored to the needs of Broker Dealers and Indepen...

Contribute to the development of capital management strategies by analyzing financial data, ensuring regulatory compliance, and enhancing reporting processes to support informed decision-making and op...

Own the end-to-end quality and evolution of AI agents in high-volume environments. Drive enhancements, navigate enterprise complexities, and shape user experiences through collaboration and technical...

Take ownership of monitoring cash flows and financial reporting for complex crypto funds. Collaborate across teams to enhance processes and ensure compliance with SEC and GAAP guidelines while adaptin...

Manage and analyze cash flows, oversee fund financial reporting, and enhance processes within a dynamic finance team focused on crypto and diversified investment strategies, ensuring compliance and op...

Engage in effective property management by overseeing operational and financial aspects of a portfolio, mentoring staff, coordinating team efforts, and ensuring tenant satisfaction while meeting owner...

Join the Product team to define and drive innovative financial solutions, collaborating with engineering and design to enhance user experiences that empower millions to manage their finances effective...

Transform financial forecasting by leading enterprise-wide expense planning and reporting. Drive insights and strategic alignment with senior leadership while modernizing processes and cultivating a h...

Champion team performance and drive revenue growth by leading a successful sales management strategy that enhances customer retention and expands market opportunities in the corporate sector...

Drive revenue growth by leading strategic pitch processes and enhancing client relationships across various agency services. Collaborate cross-functionally to deliver tailored solutions and elevate cl...

Shape your career by engaging with clients to provide expert advice, manage benefit plans, and deliver exceptional service. This role demands strong communication skills and the ability to analyze com...

Elevate financial performance by supporting TDIO leadership through P&L management, budgeting, and reporting, while driving efficiency and strategic insights that enhance decision-making and business...

Manage complex AI-powered modernization projects in federal healthcare, overseeing cross-functional teams to ensure successful delivery of initiatives that enhance mission-critical systems and support...

Pioneer the successful project delivery of customer upgrades across teams, ensuring timely execution and high satisfaction. Lead a dynamic team, manage risks, and communicate effectively with stakehol...