Portfolio Manager

5 days ago


Denver, Colorado, United States Harrison Gray Search & Consulting Full time
Job Overview
Harrison Gray is partnering with a leading Private Wealth Management firm in Colorado. This firm specializes in fee-based discretionary asset management for individuals and families, customizing portfolios based on their clients' financial goals.

The ideal candidate has 7-10 years of experience as a Financial Advisor and is looking to grow within a company. The successful advisor will develop new clients by cultivating their personal and professional networks and leveraging relationships with centers of influence.

Key Responsibilities
  • Maintain close, ongoing relationships with existing clients.
  • Develop new business through entrepreneurial spirit and discipline.

Requirements
  • Existing book of business.
  • Entrepreneurial spirit.
  • Structure and discipline.
  • Existing network that can be expanded and cultivated.
  • Intellectual curiosity.
  • Drive for success.
  • Strong community involvement.
  • CFP or advanced designations, and Series 63, 65, or 66.
  • Comfortable interacting with high net worth individuals.
  • Effective communication skills.
  • Proven ability to build trust and credibility quickly.

Benefits
  • 401k with discretionary match.
  • Medical insurance.
  • Three weeks PTO.
  • Work from home Fridays.
  • Competitive payouts.

  • IT Portfolio Manager

    1 month ago


    Denver, Colorado, United States Amplify Professional Services Full time

    About the RoleWe are seeking a highly skilled IT Portfolio Manager to join our team at Amplify Professional Services.The successful candidate will be responsible for leading technology projects, ensuring consistency with company strategy and standards. This role requires strong project management skills, including Agile, Waterfall, and hybrid...


  • Denver, Colorado, United States Tiverton Advisors Full time

    Tiverton Advisors is an investment firm exclusively focused on the food and production agriculture sector. We are seeking a proactive and resourceful Portfolio Operations Manager to provide high-quality financial acumen and strategic thinking for our company and its related portfolio companies.Key ResponsibilitiesPartner with senior leadership to develop...


  • Denver, Colorado, United States Signature Estate & Investment Advisors, LLC Full time

    Job DescriptionThis role will involve working closely with our advisory team to provide exceptional client service and support. Key responsibilities include:Client Relationship Management: Developing and maintaining relationships with existing and prospective clientsPortfolio Management: Assisting with client portfolio management and analysisReporting and...


  • Denver, Colorado, United States Capital Group Full time

    At Capital Group, we are seeking a skilled Portfolio Relationship Manager to lead sales initiatives in the RIA channel.The ideal candidate will have a proven track record in third-party distribution and a deep technical knowledge of portfolio construction.Key responsibilities include:Managing American Funds Distributions presence, relationships, and business...


  • Denver, Colorado, United States SEI Investments Full time

    About the RoleWe are seeking a highly motivated Client Portfolio Management Professional to join our team. In this role, you will be responsible for managing client portfolios and ensuring accurate and timely financial reporting and reconciliation.Key responsibilities include:Managing client portfolios and ensuring accurate and timely financial reporting and...

  • Portfolio Manager

    6 days ago


    Denver, Colorado, United States Real Estate Personnel Full time

    Job OverviewWe are seeking an experienced Commercial Property Manager to join our team at Real Estate Personnel. As a key member of our organization, you will be responsible for managing a diverse portfolio of commercial properties in the Denver metro area.ResponsibilitiesProperty Inspections: Conduct regular site visits to ensure properties meet high...


  • Denver, Colorado, United States JBA International Full time

    Job Title: Intellectual Property Portfolio ManagerWe are seeking an experienced Trademark Paralegal to join our Denver Office.About the RoleThis position offers opportunities for those with experience in portfolio management/prosecution, enforcement, and/or a combination of both.Key Responsibilities:Managing large international trademark portfoliosTrademark...

  • IP Portfolio Manager

    4 weeks ago


    Denver, Colorado, United States Adams & Martin Group Full time

    Job Opportunity: Experienced IP Docketing SpecialistA professional services organization, Adams & Martin Group, is seeking a detail-oriented IP Docketing Specialist to manage high-volume intellectual property portfolios. This role requires advanced knowledge of USPTO, PCT, and international patent and trademark rules and procedures.About Our Company:We are a...


  • Denver, Colorado, United States Experience SL Co. Full time

    About the RoleWe are looking for an experienced Operations Portfolio Manager to lead our senior living operations teams. You will be responsible for developing and implementing operational strategies that drive occupancy growth, profitability, and regulatory compliance across our communities.The estimated salary for this role is $140,000 - $220,000 per year,...


  • Denver, Colorado, United States Selby Jennings Full time

    Job DescriptionWe are seeking a highly skilled and experienced Director of Real Estate Portfolio Management to join our team at Selby Jennings. This is a unique opportunity for a talented professional to lead our premium real estate portfolio in Commercial & Class A Multifamily properties.About the RoleThe successful candidate will be responsible for...


  • Denver, Colorado, United States The Atlas Portfolio Full time

    About The Atlas PortfolioThe Atlas Portfolio is a rapidly growing real estate investment firm in Colorado, expanding its presence in Denver and Colorado Springs. We specialize in buying off-market properties, delivering value to our clients and enhancing the local community.Job OverviewWe are seeking an experienced Operations Manager with exceptional...


  • Denver, Colorado, United States Capital Investment Advisors Full time

    Investment Career OpportunitiesWe are seeking a driven and team-oriented individual to join our Denver office as an Investment Associate.This role offers the chance to grow your knowledge of our business practices by supporting a team of experienced Advisors, ultimately advancing into an Investment Advisor position and managing your own portfolio of...


  • Denver, Colorado, United States Atlas Real Estate Full time

    About UsAtlas Real Estate is a distinctly different real estate company specializing in real estate investments. Our team of employees provides a full suite of services including traditional buy/sell brokerage, an investment brokerage team that specializes in finding properties that will both appreciate and cash flow, an award-winning property management...


  • Denver, Colorado, United States Tiverton Advisors LLC Full time

    About Tiverton Advisors LLCTiverton Advisors LLC is an investment firm focused on the food and production agriculture sector. With over $2+ billion in assets across debt and equity strategies in the US, the firm provides tailored, long-term capital solutions to the space.Job Description: Senior Associate, Portfolio OperationsWe are seeking a proactive and...


  • Denver, Colorado, United States Bell Partners Full time

    About the Role: We are seeking an experienced Apartment Portfolio Manager to lead our leasing and operations team in a given geographic area. The successful candidate will be responsible for driving financial performance, hiring, training, supervising, and goal setting across multiple apartment communities.In this role, you will direct, supervise, and...


  • Denver, Colorado, United States Electrosoft Full time

    Electrosoft Program Director Job OpportunityWe are seeking a highly skilled and experienced Program Director to join our team at Electrosoft. The ideal candidate will have a strong background in managing and leading IT Services teams, with a proven track record of delivering excellent work products and customer service.About the RoleThis is an exciting...


  • Denver, Colorado, United States Guzman Energy Full time

    Guzman Energy is a forward-thinking wholesale power provider dedicated to propelling the energy transition in the western United States.We are seeking an experienced Renewable Energy Portfolio Manager to join our team. This role will be responsible for overseeing the commercial aspects of our utility-scale wind and solar projects, ensuring optimal value...


  • Denver, Colorado, United States Atlas Real Estate Full time

    Job OverviewWe are seeking a highly skilled Assistant Portfolio Manager to join our team at Atlas Real Estate.In this role, you will be responsible for providing field support to our Portfolio Managers, including building and maintaining positive relationships with residents, vendors, and owners. You will also be responsible for scheduling showings,...


  • Denver, Colorado, United States Meketa Investment Group Full time

    About Meketa CapitalMeketa Capital is a leading investment consulting firm that works with some of the nation's largest and most sophisticated institutional investors. Our team of experienced professionals provides expert guidance on investment strategies, portfolio management, and risk assessment.


  • Denver, Colorado, United States SEI Investments Full time

    At SEI Investments, we are seeking a skilled Portfolio Reconciliation Analyst to join our Family Office Services team. Our primary goal is to ensure client retention through consolidated reporting and reconciliation of transactions against custodial statements of record for accounts containing financial securities.Job Responsibilities:Complete various types...