Associate Portfolio Manager

2 days ago


Santa Clarita, California, United States Raymond James Financial Services Full time
Job Title: Associate Portfolio Manager

Raymond James Financial Services is seeking an experienced Associate Portfolio Manager to join our team in Barrie. As a leading full-service independent investment dealer, we offer high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs.


Key Responsibilities:
  • Provide comprehensive administrative and portfolio management services to the team and clients.
  • Work closely with the Portfolio Manager and entire team to ensure seamless execution of client meetings and portfolio management.
  • Manage account cash holdings and work to ensure always invested, earning top rates.
  • Follow up with GIC maturities and work with clients to ensure cash investments match time frame and objectives.
  • Attend all client meetings in the office and via zoom, taking notes and building relationships with clients.
  • Work with the team to identify areas for specialized support and develop a robust screening process to meet the needs of our specialized portfolios.
  • Take over management of small accounts to provide personal support and monitor and update monthly financial reports to track sales and assets to Business Plan.

Requirements:
  • Industry CSC licensing is mandatory.
  • Three years as an RR in the industry.
  • Working towards CIM or CFA designations.

What We Offer:

A competitive compensation and benefits package, as well as opportunities for professional growth and development.



  • Santa Clara, California, United States American Century Investment Services, Inc. Full time

    About the RoleWe are seeking a highly skilled Municipal Portfolio Associate to join our team at American Century Investments. As a key member of our Municipal Markets Team, you will be responsible for assisting portfolio managers with general portfolio administration and trade execution.Key ResponsibilitiesEngage with portfolio managers to manage municipal...


  • Santa Monica, California, United States Douglas Emmett Full time

    {"Job Title": "Regional Portfolio Manager", "Job Summary": "We are seeking a highly skilled Regional Portfolio Manager to join our team at Douglas Emmett. As a key member of our property management team, you will be responsible for overseeing the operations of our multifamily properties in the region.Responsibilities:* Establish and maintain effective...

  • Treasury Associate

    3 days ago


    Santa Clarita, California, United States Aera Energy Full time

    About the RoleWe are seeking a highly motivated and experienced Treasury Associate to join our team at California Resources Corporation. As a key member of our Treasury department, you will play a critical role in managing our debt and investment portfolios, negotiating banking services, and implementing cash management strategies.Key ResponsibilitiesManage...

  • Treasury Associate

    4 weeks ago


    Santa Clarita, California, United States Aera Energy Full time

    About the RoleWe are seeking a highly motivated and experienced Treasury Associate to join our team at Aera Energy. As a key member of our Treasury department, you will be responsible for managing debt and investment portfolios, negotiating banking services, and implementing treasury management systems.Key ResponsibilitiesManage debt and investment...

  • Treasury Associate

    3 days ago


    Santa Clarita, California, United States Aera Energy Full time

    About the RoleWe are seeking a highly motivated and experienced Treasury Associate to join our team at California Resources Corporation. As a key member of our Treasury department, you will play a critical role in managing our debt and investment portfolios, negotiating banking services, and implementing cash management strategies.Key ResponsibilitiesManage...

  • Treasury Associate

    1 day ago


    Santa Clarita, California, United States Aera Energy Full time

    About the RoleWe are seeking a highly motivated and experienced Treasury Associate to join our team at Aera Energy. As a key member of our Treasury department, you will be responsible for managing debt and investment portfolios, negotiating banking services, and implementing treasury services that impact multiple groups within the organization.Key...


  • Santa Monica, California, United States Blackrock, Inc. Full time

    About this roleBlackRock's Risk & Quantitative Analysis (RQA) group is seeking a seasoned risk manager to join our team. As a key member of our group, you will play a critical role in advancing our risk management practices and delivering independent risk expertise to drive better business and investment outcomes.We are committed to investing in our people...


  • Santa Monica, California, United States Douglas Emmett Full time

    Job SummaryWe are seeking a highly skilled Regional Manager to join our Multifamily Portfolio team at Douglas Emmett. The successful candidate will be responsible for overseeing the operations of our properties, ensuring exceptional resident satisfaction, and driving business growth.Key ResponsibilitiesEstablish and maintain effective communication with...


  • Santa Monica, California, United States Jobot Full time

    Patent Portfolio Administrator Job DescriptionRockstar Law Firm Seeks Patent Portfolio Administrator for Mostly Remote Role - High Compensation - Great CultureThis is a high-profile opportunity for Patent Professionals to join a top law firm in the US. We are seeking a skilled Patent Portfolio Administrator to join our team.Key Responsibilities:Accurately...


  • Santa Clarita, California, United States Starbucks Full time

    Job Title: Associate Brand Manager, DeliveryAt Starbucks, we're known for developing extraordinary leaders who share our passion for delivering exceptional customer experiences. As an Associate Brand Manager, Delivery, you'll play a key role in driving the growth of our delivery channel from both a business and marketing standpoint.Key...


  • Santa Ana, California, United States Michael Baker International Full time

    Job DescriptionMichael Baker International is seeking a seasoned professional to fill the role of Director, IT Change Management & Portfolio Management. This position will be responsible for overseeing a portfolio of complex projects in a technical environment, driving key programs and projects to achieve business and IT goals. As a leader, you will exhibit...


  • Santa Clara, California, United States Amazon Full time

    About the RoleWe are seeking a highly skilled Senior Product Marketing Manager to join our team and drive awareness and adoption for our Support portfolio. As a key member of our Global Services team, you will be responsible for developing and executing marketing strategies that highlight the value of our Support offerings to customers.Key...


  • Santa Clarita, California, United States Aston Carter Full time

    Job Title: Aerospace Contracts and Procurement ManagerJob Summary:We are seeking an experienced Aerospace Contracts and Procurement Manager to join our team at Aston Carter. As a key member of our procurement team, you will be responsible for overseeing contract management activities and processes, ensuring strict compliance with company policies.Key...


  • Santa Clara, California, United States Amazon Full time

    About the RoleWe are seeking a highly skilled Senior Product Marketing Manager to join our team and drive awareness and adoption for our Support portfolio. As a key member of our Global Services team, you will be responsible for developing and executing marketing strategies that highlight the value of our Support offerings to customers.Key...


  • Santa Monica, California, United States Neogene Therapeutics Full time

    Job Title: Associate Director, Business Planning and Project ManagementWe are seeking a highly skilled Associate Director to join our team at Neogene Therapeutics. As a key member of our Clinical Site Operations team, you will play a critical role in managing the clinical site project portfolio and lifecycle, as well as related projects for our portfolio of...


  • Santa Clarita, California, United States Walmart Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Maintenance Custodian Associate to join our team at Sam's Club. As a key member of our facilities team, you will be responsible for ensuring the cleanliness and maintenance of our warehouse and store facilities.Key ResponsibilitiesMaintain a safe and clean environment for members and...


  • Santa Monica, California, United States Douglas Emmett Full time

    Job SummaryWe are seeking a highly skilled Regional Manager to oversee the management of our multifamily properties. The successful candidate will have a proven track record of successful regional property management experience and a strong understanding of property maintenance, marketing, and insurance.Key ResponsibilitiesEstablish and coordinate a...

  • Operations Manager

    3 weeks ago


    Santa Clarita, California, United States Buildwithbmc Full time

    Assistant Manager Job DescriptionAt Buildwithbmc, we are seeking an experienced Assistant Manager to join our team. As an Assistant Manager, you will play a key role in overseeing all activities, supervisors, and assigned associates within the assigned location or region.Key Responsibilities:Manage and coordinate all activities of the functional...

  • Tax Office Associate

    3 hours ago


    Santa Clarita, California, United States H&R Block Full time

    About the RoleWe are seeking a highly motivated and organized Associate Team Leader to join our team at H&R Block. As a key member of our retail operations team, you will be responsible for supporting the Multi-Unit Team Leader and serving as the onsite point of contact for tax office associates and clients.Key ResponsibilitiesExecute and hold all tax office...


  • Santa Clarita, California, United States Walmart Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Baker and Packager Associate to join our team at Sam's Club. As a key member of our bakery department, you will be responsible for preparing fresh baked items daily, following recipes and production guidelines, and ensuring high-quality products for our members.Key ResponsibilitiesPrepare...