Portfolio Manager Jobs in Walnut Creek, CA

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...

Drive the digital product strategy for insurance distribution and servicing. Collaborate cross-functionally to enhance customer experience and optimize acquisition journeys while leading a high-perfor...

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...

Lead the charge in managing complex relationships and mentoring teams, enhancing service quality and profitability while ensuring compliance and risk management. Collaborate on strategic initiatives t...

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...

Contribute to investment strategy and client engagement as a key partner, driving collaboration and innovation within a dynamic, high-growth environment. Leverage expertise to enhance messaging and su...

Unlock potential by leading Treasury functions that drive strategic initiatives, optimize cash flow, and enhance processes using data analytics and AI. Collaborate with senior finance leadership while...

Join a team that's focused on building and nurturing high net worth client relationships, driving growth through expert wealth management strategies, and collaborating with a diverse group of banking...

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...

Shape financial risk management strategies by leading FX and investment programs. This role involves building processes, optimizing liquidity, and driving system improvements collaboratively across gl...

Contribute to customer success by driving adoption and realizing value, blending technical acumen with customer engagement. Collaborate cross-functionally to navigate complexities and ensure long-term...

Lead the charge in evolving our structured financial data taxonomy library. Collaborate across teams to drive alignment, enhance data access, and support AI integration. Shape frameworks for future gr...

Manage and streamline the investor reporting function, ensuring accuracy in documentation and compliance with regulations. Lead a team to deliver high-quality results while monitoring performance and...

Transform digital product strategy by driving roadmaps across web, eCommerce, and data-driven experiences, ensuring customer-centric outcomes through effective alignment of global and regional teams...

Engage with cross-functional teams to define and drive AI product strategy, facilitating alignment among stakeholders while managing agile delivery processes to ensure high-quality, user-focused outco...

Unlock potential by leading credit risk oversight and monitoring across consumer lending, establishing frameworks for performance analysis and risk assessment to support innovation and regulatory comp...

Join us to manage a diverse portfolio of commercial properties, ensuring operational excellence, strategic planning, excellent tenant relations, and effective fiscal oversight while leading a dedicate...

Deliver personalized investment guidance by managing client relationships and financial planning, collaborating with an advisory team to support clients in achieving their long-term financial goals th...