Client Portfolio Manager
3 days ago
We are a dedicated team of professionals who are passionate about delivering exceptional client service and driving business growth. Our team is committed to fostering a culture of innovation, collaboration, and excellence.
We are seeking a skilled Financial Services Consultant to join our team in San Francisco. As a key member of our client services group, you will be responsible for delivering financial solutions to our private bank clients with guidance from our banker teams.
The ideal candidate will have 2-5 years of relevant experience and possess strong organizational and time management skills. They will also have excellent verbal and written communication skills, as well as a proven ability to problem solve and analyze data.
This role offers a competitive salary range of $63,870 - $89,130 per year, depending on location and qualifications.
Key ResponsibilitiesDevelop and implement financial solutions to meet the needs of our private bank clients.
Collaborate with our banker teams to deliver exceptional client service and drive business growth.
Take ownership of client investigations (e.g., statement reporting issues and pricing inquiries) and collaborate with operational and middle office teams to ensure effective resolution.
Required Skills:
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
Benefits:
- Competitive salary range: $63,870 - $89,130 per year.
- Opportunities for professional growth and development.
- A dynamic and inclusive work environment.
-
Portfolio Manager Associate
4 days ago
San Francisco, California, United States The Association of Asian American Investment Managers Full timeJob Title: Portfolio Manager AssociateAbout Us:Bivium Capital Partners is a boutique investment firm that focuses on building customized portfolios for institutional investors. We believe in innovative thinking, collaboration, and a strong work ethic, and we're looking for a Portfolio Manager Associate to join our team.About the Role:This role will involve...
-
Portfolio Management Specialist
3 weeks ago
San Francisco, California, United States EngineeringUK Full timeCompany Overview">At BlackRock, our mission is to empower individuals to achieve financial well-being. We serve clients who are investing for the future, paying for education, buying homes, and starting businesses.">About this Role">We seek a skilled Portfolio Manager to join our San Francisco-based Index Investments team. This individual will be responsible...
-
Senior Investment Manager
1 week ago
San Francisco, California, United States Soteriare Full timeSoteriare Seeks a Skilled Senior Investment ManagerAt Soteriare, we are committed to delivering exceptional investment solutions to our high-net-worth clients. As a result, we are seeking an experienced Senior Investment Manager to join our Private Wealth Management team.About the RoleThe successful candidate will be responsible for managing complex client...
-
Client Portfolio Management Assistant
3 weeks ago
San Diego, California, United States PIMCO Full timeAbout the JobWe are seeking a highly skilled and detail-oriented Senior Fixed Income Client Support Specialist to join our US GWM SMA team. The successful candidate will be responsible for providing exceptional client service and support, while working collaboratively with internal stakeholders to drive business growth and excellence.Key...
-
Insurance Account Portfolio Manager
3 weeks ago
San Francisco, California, United States First MainStreet Insurance, L.C. Full timeAccount Management RoleWe are seeking a skilled Insurance Account Portfolio Manager to join our team at First MainStreet Insurance, L.C.This role offers an estimated annual salary of $60,000-$80,000 depending on experience.Job Responsibilities:Maintain strong relationships with valued clients by providing exceptional service and ensuring their insurance...
-
Insurance Portfolio Manager
2 weeks ago
San Francisco, California, United States GPAC Full timePersonal Lines Account Manager RoleWe are seeking a highly skilled and experienced Personal Lines Account Manager to join our team. This individual will be responsible for managing a portfolio of personal lines insurance accounts, providing exceptional service to clients.Key Responsibilities:Manage client relationships and provide personalized service to...
-
IT Portfolio Strategy Manager
3 weeks ago
San Francisco, California, United States University of California San Francisco Full timeAbout the RoleThe University of California, San Francisco (UCSF) is seeking an experienced IT Portfolio Manager to lead the design and optimization of its IT portfolio management capability. As a key member of the Office of the CIO (OCIO), the successful candidate will be responsible for delivering a robust and standard IT portfolio management capability for...
-
High Net Worth Portfolio Manager
3 weeks ago
San Francisco, California, United States First Citizens Bank Full timeAbout UsFirst Citizens Bank is a leading financial institution committed to delivering exceptional service and tailored solutions for our clients.Job SummaryWe are seeking a seasoned Senior Portfolio Strategist to join our team, responsible for managing high net worth client relationships and providing expert investment guidance. This role involves working...
-
Portfolio Manager
3 weeks ago
San Francisco, California, United States BlackRock Services Full timeCompany Overview">BlackRock Services is a leading asset manager dedicated to helping individuals and institutions achieve financial well-being. Our mission is to provide innovative investment solutions that deliver exceptional returns, while fostering a culture of excellence, integrity, and collaboration.SalaryThe salary for this position is $105,000 -...
-
IT Portfolio Management Lead
3 weeks ago
San Francisco, California, United States University of California - San Francisco Campus and Health Full timeJob SummaryThe University of California, San Francisco (UCSF) is seeking an IT Portfolio Manager to lead the development and implementation of a robust and standardized IT portfolio management capability. This role requires strong leadership skills, technical knowledge, and the ability to analyze data and make informed decisions.About UCSFUCSF is a leading...
-
Portfolio Management Specialist
7 days ago
San Francisco, California, United States ENGINEERINGUK Full timeAbout BlackRockAt BlackRock, we are a global leader in investment management and risk management. Our mission is to help more people experience financial well-being by delivering smarter investment solutions. As a key player in the financial industry, we have a strong focus on innovation and collaboration.Our OpportunityWe are seeking an experienced...
-
High Net Worth Portfolio Manager
3 weeks ago
San Francisco, California, United States First Citizens Bank Full timeOverviewThis position partners with Wealth Management associates to manage high net worth clients. The primary investment relationship manager assists in client retention and relationship expansion, serving as a liaison between the Capital Management Group (CMG) and clients.The role informs clients on investment policy development, asset allocation,...
-
High Net Worth Portfolio Manager
3 days ago
San Francisco, California, United States CIBC Full timeCareer Overview">CIBC is building a relationship-oriented bank for the modern world. We are seeking talented, passionate professionals who are dedicated to delivering exceptional client experiences.The Senior Client Service Associate executes complex transactions supporting high net worth client portfolios, researching client inquiries and issues to...
-
Investment Portfolio Manager for Global Clients
3 weeks ago
San Diego, California, United States Selby Jennings Full timeSelby Jennings, a leading recruitment agency, is partnering with a prominent Family Office in Southern California to find an Investment Banking Associate/Vice President for their Investment Management team.This opportunity involves working closely with deal teams, C-Suites, and other stakeholders on global investments and international portfolio management....
-
Investment Portfolio Manager
3 weeks ago
San Diego, California, United States Corient Private Wealth LLC Full timeCorient Private Wealth LLC is a leading wealth management platform in the United States. Our team of experts serves over 10,000 clients and manages more than $100 billion of assets across the country.SalaryThe estimated salary for this position is $87,500 per year, based on industry standards and market conditions in the State of California.About the RoleWe...
-
Patent Portfolio Manager
3 weeks ago
San Francisco, California, United States Lifelancer Full timeJob Title: Patent Portfolio ManagerAn exciting opportunity has arisen for a highly organized and detail-oriented individual to join our team as a Patent Portfolio Manager. As a key member of our intellectual property department, you will be responsible for managing the day-to-day operations of our patent portfolio, ensuring compliance with relevant...
-
Condominium Portfolio Manager
4 weeks ago
San Francisco, California, United States CitiScape Property Management Group, LLC Full timePortfolio Manager Job OpportunityCitiScape Property Management Group, LLC seeks an experienced Portfolio Manager to oversee the management of condominium associations in the San Francisco Bay Area.The ideal candidate will have a minimum of 5 years of HOA management experience, proficiency in Microsoft Office, and excellent customer service skills. A...
-
Senior Trademark Attorney
3 weeks ago
San Francisco, California, United States Kilpatrick Townsend & Stockton Full timeGrow Your Career with Kilpatrick Townsend">Kilpatrick Townsend & Stockton LLP, a leading international law firm, is seeking a Senior Trademark Attorney to join our team. This exciting opportunity offers a unique chance to work on high-profile trademark issues for renowned clients and manage complex portfolios.">About the Role">We are looking for an...
-
Index Equity Portfolio Manager
3 days ago
San Francisco, California, United States EngineeringUK Full timeJob Summary: We are seeking an experienced Portfolio Manager to join our San Francisco-based Index Investments team. As a key member of our team, you will be responsible for managing all aspects of index equity portfolios, including daily liquidity management, portfolio rebalancing, and risk monitoring.
-
Real Estate Portfolio Specialist
2 weeks ago
San Francisco, California, United States Gaetani Real Estate Full timeJob SummaryGaetani Real Estate seeks an accomplished Portfolio Manager to manage a diverse portfolio of properties, fostering exceptional relationships with clients and stakeholders while driving operational excellence.Key ResponsibilitiesStrategic Leadership: Provide strategic direction and oversight for the portfolio, aligning with company goals and...