Portfolio Manager Jobs in Walnut Creek, CA

Lead client engagements in capital markets accounting advisory. Provide strategic guidance on complex transactions, mentor junior staff, and ensure project success while embracing technology and innov...

Join our team to lead and develop Technical Program Managers, ensuring project execution excellence, operational efficiency, and team growth while navigating a dynamic portfolio and enhancing delivery...

Unlock potential by leading strategic accounting advisory services, specializing in complex financial transactions. Drive team performance, mentor staff, and deliver valuable insights that enhance cli...

Engage with high-potential startups to drive growth and customer success. You will leverage strong sales skills and collaborate with diverse teams to enhance AWS adoption and meet your sales targets i...

Join a team that's driving innovation in Web3 products and protocols, engaging developers to enhance our core offerings like USDC and CCTP. Shape the future of money with your expertise and strong col...

Join a team that enhances client relationships by providing tailored risk management strategies. Engage with complex clients to develop innovative solutions, ensuring their insurance needs are met whi...

Elevate startup success by managing accounts, driving revenue, and fostering strategic relationships. Collaborate across teams to enhance AWS adoption and exceed sales targets while understanding uniq...

Transform how teams work by designing and deploying impactful AI solutions that enhance efficiency and productivity across various departments. Collaborate with business teams to deliver results that...

Join a team that enhances Treasury operations by integrating AI tools, managing bank accounts, and collaborating with cross-functional teams to streamline processes. This role offers a unique opportun...

Elevate client investment strategies by serving as their trusted advisor. Collaborate with teams to create tailored investment solutions, leveraging insights for holistic portfolio management and maxi...

Innovate in AI/ML to create intelligent agents for financial advisors, streamlining operations and enhancing client engagement. Work collaboratively within a dynamic team to improve portfolio insights...

Drive the design and implementation of AI/ML systems to enhance advisor operations by harnessing client data and portfolio insights within a reliable, auditable framework, transforming the interaction...

Lead the charge in launching innovative AI products, weaving compelling narratives that connect with creators and communities. Drive end-to-end go-to-market strategies, ensuring each launch captivates...

Grow your career with a dynamic role that combines strategy, operations, and technology. Work closely with clients to transform complex deployment challenges into actionable outcomes while navigating...

Grow your career with a leadership role driving innovative product development, managing cross-functional teams, and shaping a shared vision for industry-leading solutions while maximizing organizatio...

Oversee and drive strategic initiatives in Veteran mental health to prevent suicide, ensuring compliance and collaboration across federal programs, while managing resources and reporting on critical o...

Analyze and enhance operational functions across finance, HR, and compliance. Collaborate with teams to optimize processes and support business effectiveness while ensuring a cohesive organizational e...

Join a dynamic team to drive strategy and execution in a complex portfolio, enhancing operational excellence across global functions. Your efforts will directly impact project delivery and effectivene...

Elevate your career with a pivotal role in Lifecycle Marketing, driving innovative strategies for engaging former Personal Loan applicants through targeted campaigns using multi-channel tactics and da...

Lead data platform deliveries by guiding agile teams and driving client engagement. Collaborate and deliver innovative analytics solutions to enhance business insights, manage project scope, and impro...

Join a team that's redefining product management by leveraging AI to drive strategic initiatives. Manage the full product lifecycle, collaborate cross-functionally, and translate business needs into c...

Drive client success by leading high-net-worth advisory teams with tailored financial strategies. Cultivate strong relationships through a client-first approach, delivering exceptional service and col...

Shape the future of product engineering by leading talented teams, setting delivery expectations, and fostering a culture of quality. Drive alignment between engineering, product, and architecture whi...

Unlock potential by managing a high-impact federal public health program that enhances awareness and utilization of the 988 Suicide & Crisis Lifeline, leading a multidisciplinary team and ensuring ali...

Redefine enterprise sales leadership by empowering your team to drive adoption of safe AI solutions, strategically navigating top tech accounts while leveraging cross-functional collaboration to unloc...