261 results for Portfolio Manager jobs

Portfolio Assistant

Columbus, IN
onsite
Contract / Temporary to Hire
23 - 25 USD / Hourly
We are looking for a dedicated Portfolio Assistant to join our team in Columbus, Indiana. This is a contract-to-permanent position where you will play a key role in supporting client services and financial operations. The ideal candidate will bring strong organizational skills and a customer-focused mindset to ensure seamless communication and efficient processes. Responsibilities: • Provide exceptional support for client services by addressing inquiries and resolving issues in a timely manner. • Monitor call center operations and metrics to ensure performance standards are consistently met. • Collaborate with team members to maintain accurate data and documentation using tools such as AMSI and Microsoft Project Server. • Assist in the management of financial portfolios by tracking updates and preparing reports. • Ensure compliance with company policies and procedures while handling sensitive information. • Partner with internal departments to streamline communication and enhance service delivery. • Analyze call center metrics to identify trends and recommend improvements. • Play an active role in maintaining service quality and achieving customer satisfaction goals. • Support project management tasks and contribute to the successful execution of initiatives.
2026-04-08T00:00:00Z

Investment Manager

Cleveland, OH
onsite
Permanent
80000 - 90000 USD / Yearly
We are looking for an Investment Manager to join our team in Cleveland, Ohio. This position involves overseeing municipal investment portfolios, analyzing financial markets, and ensuring compliance with government regulations. The ideal candidate will bring expertise in fund administration, municipal bonds, and investment strategies to support sound financial decision-making. Responsibilities:• Develop, implement, and manage investment strategies tailored to municipal funds, including reserve accounts and bond proceeds.• Ensure adherence to local, state, and federal regulations, as well as municipal investment policies.• Conduct thorough analyses of financial markets, investment options, and credit risks to provide strategic recommendations.• Execute trades, record transactions accurately, and reconcile trading activity within the accounting system.• Prepare detailed investment performance reports for senior leadership and other stakeholders.• Build and maintain strong relationships with external financial institutions and advisors.• Recommend updates to investment policies to address changes in market conditions or legal requirements.• Collaborate with internal departments to forecast cash flow and ensure sufficient liquidity for operational needs.• Monitor interest rates, economic trends, and market conditions to guide investment decisions.• Evaluate and oversee external investment managers or advisors when necessary
2026-03-26T00:00:00Z

Asset Manager

Stockton, CA
onsite
Temporary
27.55 - 31.9 USD / Hourly
We are looking for an experienced Asset Manager to oversee property management operations for a non-profit organization in Stockton, California. This long-term contract position requires ensuring compliance with housing regulations, optimizing property performance, and maintaining high occupancy rates. The ideal candidate will excel in managing residential and commercial properties while adhering to organizational and HUD standards. Responsibilities: • Oversee property management operations to ensure properties function efficiently and meet organizational goals. • Interpret and apply regulations, program guidelines, and admission policies to maintain compliance with housing standards. • Develop and enforce policies, procedures, and occupancy guidelines, implementing approved changes and training staff as needed. • Create and execute advertising and marketing strategies to attract eligible tenants and maintain robust waiting lists. • Ensure equal housing practices are upheld and process requests for informal reviews from applicants. • Conduct site visits to assess curb appeal, tenant compliance, and overall property conditions. • Maintain organized and accurate records of files, accidents, insurance claims, and other documentation. • Monitor occupancy rates, ensuring a minimum of 97%, and manage vacancy turnaround times within 20 days. • Achieve monthly rental collection rates of 97% or higher and provide recommendations for maintenance service contracts. • Perform property inspections to evaluate performance and ensure adherence to annual physical conditions and housekeeping standards.
2026-04-01T00:00:00Z

Asset Manager

Memphis, TN
onsite
Permanent
80000 - 85000 USD / Yearly
Our client is looking for an experienced and detail-oriented Pricing Asset Manager to join our team in Memphis, Tennessee. In this role, you will oversee asset valuation, pricing strategies, and inventory optimization to meet customer demands and market trends. This position requires a blend of analytical expertise, strategic planning, and collaboration to ensure assets are effectively managed and aligned with organizational goals. Responsibilities:• Develop and implement pricing strategies for current and prospective inventory, factoring in sales performance and market trends.• Conduct in-depth analysis of landing gear data to determine optimal configurations, conditions, and values.• Monitor asset performance and adjust strategies to address any variances across different asset types.• Update and enhance valuation models to reflect evolving market conditions and insights.• Evaluate assets for potential acquisition and provide detailed valuations.• Identify key components for speculative purchases to expand inventory and meet specific customer needs.• Optimize inventory levels and strategically position them globally to align with customer demand.• Collaborate with Sales and Acquisitions teams to forecast customer needs and plan for future inventory requirements.• Support quarterly impairment reviews by analyzing inventory data.• Contribute to product lifecycle strategies, including new product introductions and inventory exit plans.
2026-04-01T00:00:00Z

Financial Project Manager

Springfield, OH
onsite
Contract / Temporary to Hire
0 - 0 USD / Yearly
Robert Half Management Resources is currently looking for an experienced Financial Project Manager to oversee a key construction project in South America for a Springfield, Ohio based company. This role requires strong expertise in cross-functional project management, accounting, treasury, and regulatory compliance to ensure smooth operational execution. This is a long term (1 year+) contract role based primary onsite in Springfield, OH. Appliciants must have an accounting/finance background and be able to commute daily to Springfield, OH. Responsibilities:• Lead and coordinate projects related to the company's construction project in South America operations, ensuring all statutory and financial requirements are met.• Develop and maintain detailed business plans that address operational needs, including financial, treasury, and regulatory aspects.• Serve as the primary point of contact for internal and external stakeholders, providing timely updates on project progress and plans.• Organize and compile necessary information related to compliance and operational requirements, ensuring accuracy and completeness.• Monitor deadlines and follow up with team members to ensure tasks are completed efficiently and on time.• Collaborate with consultants and other partners to align project objectives and execution strategies.• Facilitate communication across departments to ensure seamless coordination and understanding of project requirements.• Implement structured processes for tracking financial data and operational metrics.• Provide guidance and insights based on accounting and financial expertise to support decision-making.• Maintain strong organizational and communication skills to manage multiple priorities effectively.
2026-04-07T00:00:00Z

Fund Manager

San Francisco, CA
onsite
Permanent
150000 - 180000 USD / Yearly
Fund Accounting Manager / Sr. Manager – Venture Capital Compensation: $150K – $180K + bonus Location: Menlo Park, CA (Hybrid) Perks: 100% covered health benefits, profit-sharing 401(k), free meals, collaborative culture This is more than a fund accounting role—this is a seat at the table in one of the most dynamic corners of venture capital.You’ll join a high-performing team managing multi-billion-dollar VC funds, with exposure across the full lifecycle—from capital deployment to exits. The platform has backed some of the most transformative companies early and continues to deploy capital at scale. What You’ll Do<ul><li>Own fund and GP general ledgers, including investments, accruals, and allocations</li><li>Prepare quarterly and annual financial statements</li><li>Lead capital calls, distributions, and cash management across funds</li><li>Partner with leadership and external providers on audit and tax processes</li><li>Review fund admin reporting and ensure accuracy across LP communications</li><li>Work cross-functionally with Investor Relations and internal stakeholders</li></ul>
2026-04-02T00:00:00Z

Fund Manager

San Francisco, CA
onsite
Permanent
150000 - 165000 USD / Yearly
Ready to step out of the shadows and into a seat with real ownership?If you’re in real estate fund accounting and thinking about what’s next—this is the kind of role that actually moves your career forward. Oakland, CA (Hybrid – 3 days onsite) $150K – $165K + bonus Clear path to Controller-level progression This isn’t just another reporting role.You’ll be stepping into a high-growth real estate investment platform actively deploying capital, launching new vehicles, and scaling fast.Translation: more exposure, more ownership, more upside. What you’ll own:<ul><li>Full oversight of fund-level accounting + reporting (ASC 946)</li><li>Lead audits and tax processes (you’re the point person)</li><li>Manage 3rd-party fund administrators</li><li>Drive investor reporting + LP communication</li><li>Partner cross-functionally with asset management + leadership</li></ul>
2026-04-08T00:00:00Z

Fund Manager

San Jose, CA
onsite
Permanent
150000 - 165000 USD / Yearly
Ready to step out of the shadows and into a seat with real ownership?If you’re in real estate fund accounting and thinking about what’s next—this is the kind of role that actually moves your career forward.Oakland, CA (Hybrid – 3 days onsite) $150K – $165K + bonus Clear path to Controller-level progression This isn’t just another reporting role.You’ll be stepping into a high-growth real estate investment platform actively deploying capital, launching new vehicles, and scaling fast. Translation: more exposure, more ownership, more upside. What you’ll own:<ul><li>Full oversight of fund-level accounting + reporting (ASC 946)</li><li>Lead audits and tax processes (you’re the point person)</li><li>Manage 3rd-party fund administrators</li><li>Drive investor reporting + LP communication</li><li>Partner cross-functionally with asset management + leadership</li></ul>
2026-04-08T00:00:00Z

Fund Manager

San Jose, CA
onsite
Permanent
150000 - 180000 USD / Yearly
Fund Accounting Manager / Sr. Manager – Venture CapitalCompensation: $150K – $180K + bonus Location: Menlo Park, CA (Hybrid) Perks: 100% covered health benefits, profit-sharing 401(k), free meals, collaborative culture This is more than a fund accounting role—this is a seat at the table in one of the most dynamic corners of venture capital.You’ll join a high-performing team managing multi-billion-dollar VC funds, with exposure across the full lifecycle—from capital deployment to exits. The platform has backed some of the most transformative companies early and continues to deploy capital at scale. What You’ll Do<ul><li>Own fund and GP general ledgers, including investments, accruals, and allocations</li><li>Prepare quarterly and annual financial statements</li><li>Lead capital calls, distributions, and cash management across funds</li><li>Partner with leadership and external providers on audit and tax processes</li><li>Review fund admin reporting and ensure accuracy across LP communications</li><li>Work cross-functionally with Investor Relations and internal stakeholders</li></ul>
2026-04-02T00:00:00Z

Fund Manager

Foster City, CA
onsite
Permanent
150000 - 165000 USD / Yearly
Ready to step out of the shadows and into a seat with real ownership?If you’re in real estate fund accounting and thinking about what’s next—this is the kind of role that actually moves your career forward. Oakland, CA (Hybrid – 3 days onsite) $150K – $165K + bonusClear path to Controller-level progression This isn’t just another reporting role.You’ll be stepping into a high-growth real estate investment platform actively deploying capital, launching new vehicles, and scaling fast.Translation: more exposure, more ownership, more upside. What you’ll own:<ul><li>Full oversight of fund-level accounting + reporting (ASC 946)</li><li>Lead audits and tax processes (you’re the point person)</li><li>Manage 3rd-party fund administrators</li><li>Drive investor reporting + LP communication</li><li>Partner cross-functionally with asset management + leadership</li></ul>
2026-04-08T00:00:00Z

Fund Manager

Foster City, CA
onsite
Permanent
150000 - 180000 USD / Yearly
Fund Accounting Manager / Sr. Manager – Venture CapitalCompensation: $150K – $180K + bonus Location: Menlo Park, CA (Hybrid) Perks: 100% covered health benefits, profit-sharing 401(k), free meals, collaborative culture This is more than a fund accounting role—this is a seat at the table in one of the most dynamic corners of venture capital.You’ll join a high-performing team managing multi-billion-dollar VC funds, with exposure across the full lifecycle—from capital deployment to exits. The platform has backed some of the most transformative companies early and continues to deploy capital at scale. What You’ll Do<ul><li>Own fund and GP general ledgers, including investments, accruals, and allocations</li><li>Prepare quarterly and annual financial statements</li><li>Lead capital calls, distributions, and cash management across funds</li><li>Partner with leadership and external providers on audit and tax processes</li><li>Review fund admin reporting and ensure accuracy across LP communications</li><li>Work cross-functionally with Investor Relations and internal stakeholders</li></ul>
2026-04-02T00:00:00Z

Portfolio Accountant

Dallas, TX
onsite
Permanent
0 - 0 USD / Yearly
We are looking for a skilled Portfolio Accountant to join our team in Dallas, Texas. In this role, you will be responsible for managing financial reporting and accounting for a diverse portfolio of real estate assets, ensuring accuracy and compliance with industry standards. This position is ideal for a detail-oriented individual who thrives in a fast-paced environment and is committed to delivering high-quality financial analysis and reporting. Responsibilities:• Analyze and review property financial reports, including income statements, balance sheets, and cash flow statements, ensuring the accuracy of property-level data and providing variance explanations.• Collaborate with management companies to maintain accurate general ledgers for a significant portfolio of real estate assets.• Oversee and approve weekly real estate payables, ensuring timely and accurate processing.• Finalize annual operating budgets for real estate properties, ensuring alignment with organizational goals.• Conduct annual reconciliations for designated assets, ensuring proper documentation and accuracy.• Review and validate prorations related to asset acquisitions and dispositions.• Assist in uploading multi-level financial transactions into accounting software, ensuring data integrity.• Participate in special financial projects and initiatives as needed to support organizational objectives. If interested in being considered for this role, please email a resume to Liz Noyes at Robert Half via Linked In.
2026-03-13T00:00:00Z

Project Manager

Beverly Hills, CA
onsite
Temporary
44 - 48 USD / Hourly
**** For Faster response on the position, please send a message to Jimmy Escobar on LinkedIn or send an email to Jimmy.Escobar@roberthalf(.com) with your resume. You can also call my office number at 424-270-9193**** We are looking for an experienced Project Manager to lead and oversee IT projects with precision and efficiency. This long-term contract position is based in Beverly Hills, California, and requires expertise in Agile methodologies and project management practices to deliver impactful results. The ideal candidate will possess strong organizational skills and a proven ability to drive projects to successful completion. Responsibilities:• Lead and coordinate IT projects, ensuring alignment with business objectives and timelines.• Implement Agile Scrum practices to enhance collaboration and efficiency within project teams.• Develop and manage detailed project plans, including scope, schedule, and resource allocation.• Facilitate communication between stakeholders to ensure clarity and alignment throughout project phases.• Monitor project progress and address any risks or issues proactively.• Utilize Atlassian Jira to track and manage project workflows and deliverables.• Ensure compliance with industry standards and organizational policies during project execution.• Provide mentorship and guidance to team members, fostering a culture of continuous improvement.• Conduct regular project reviews and prepare comprehensive reports for stakeholders.• Collaborate with cross-functional teams to identify opportunities for process optimization.
2026-03-31T00:00:00Z

Project Manager

Springfield, VA
onsite
Temporary
50 - 55 USD / Hourly
Robert Half is partnering with a dynamic and fast‑growing client to hire an experienced Project Manager to support their Creative Team. This role is ideal for a highly organized, detail‑driven professional who excels at managing creative workflows, coordinating cross‑functional teams, and ensuring the successful delivery of high‑quality marketing and design projects. Key Responsibilities<ul><li>Oversee end‑to‑end project management for creative initiatives, including digital campaigns, branding, content development, video, and design deliverables</li><li>Develop project scopes, timelines, budgets, and resource plans to ensure efficient and on‑time execution</li><li>Serve as the central point of communication between creative teams, marketing, product, and external partners</li><li>Facilitate project kickoffs, status meetings, reviews, and approvals to maintain alignment and momentum</li><li>Track progress, identify risks, and proactively resolve issues to keep projects on schedule</li><li>Ensure all creative deliverables meet brand standards, strategic objectives, and stakeholder expectations</li><li>Manage workflow tools and project management platforms to maintain visibility and accountability</li><li>Support resource allocation and capacity planning across creative disciplines</li><li>Provide clear documentation, reporting, and communication to leadership and stakeholders</li><li>Drive process improvements to enhance team efficiency, collaboration, and creative output</li></ul>
2026-03-23T00:00:00Z

Project Manager

Albuquerque, NM
onsite
Permanent
0 - 0 USD / Yearly
We are looking for an experienced Project Manager to oversee the planning and execution of complex infrastructure projects in Albuquerque, New Mexico. This role focuses on managing low-voltage systems, physical security installations, and structured cabling while ensuring projects are delivered on time, within budget, and to the highest standards. Collaboration with cross-functional teams and stakeholders will be essential to achieving project success. Responsibilities:• Manage the complete lifecycle of infrastructure projects, including design, deployment, commissioning, and closeout.• Coordinate activities with contractors, IT personnel, and subcontractors to ensure seamless project execution.• Develop and maintain detailed schedules, budgets, and progress reports to monitor project performance.• Conduct site visits to evaluate work quality, adherence to safety standards, and project milestones.• Review construction designs and specifications for accuracy and practical implementation.• Oversee procurement processes, track materials, and manage subcontractor relationships.• Document project updates, change orders, and risk mitigation strategies throughout the lifecycle.• Lead client communications to ensure transparency and alignment with expectations.• Implement standardized methodologies for project delivery and scheduling across the organization.• Facilitate weekly meetings to review schedules, resource allocation, and project progress.Other duties as needed
2026-03-30T00:00:00Z

Project Manager

Sunapee, NH
onsite
Permanent
0 - 0 USD / Yearly
We are looking for a proactive and driven Project Manager to join our clients team in Sunapee, New Hampshire. In this role, you will collaborate closely with the General Manager to oversee various aspects of daily operations and ensure the successful execution of projects from initial planning through completion. This position requires someone with strong communication skills, a collaborative mindset, and the ability to travel extensively. Responsibilities:• Coordinate project planning, execution, and completion, ensuring all phases are managed effectively.• Conduct site visits to oversee installations and ensure quality standards are met.• Provide exceptional post-sale customer service, addressing client needs and resolving issues promptly.• Travel extensively to customer locations to support field sales and project implementations.• Manage time efficiently to balance multiple priorities, including planning, communication, and leadership tasks.• Utilize mechanical knowledge to troubleshoot and maintain equipment systems.• Assist with processing equipment orders, installations, and seasonal maintenance needs.• Deliver technical support and troubleshooting for US-based equipment systems.• Collaborate with the team to enhance operational efficiency and provide input for continuous improvement.• Ensure all duties align with company standards and may occasionally take on additional responsibilities as needed.
2026-03-12T00:00:00Z

Project Manager

Charlotte, NC
remote
Temporary
42.75 - 49.5 USD / Hourly
We are looking for an experienced Project Manager to oversee the implementation of organizational tools and processes for a marketing department. This Contract position requires a detail-oriented individual who can streamline workflows, enhance collaboration, and provide training to ensure the team can effectively use new systems. The role offers the opportunity to work remotely while driving impactful improvements. Responsibilities: • Manage the implementation of new project management tools to centralize marketing operations and campaign planning. • Coordinate with cross-functional teams, including media and corporate communications, to ensure alignment across all channels. • Develop and maintain a business-facing calendar that integrates marketing and media activities. • Gather and analyze campaign metrics to evaluate performance and generate comprehensive recaps. • Provide training sessions for team members to ensure proficiency with the new tools and systems. • Create streamlined workflows for request forms and other departmental processes. • Serve as a recurring resource to assist with future system enhancements and updates. • Ensure all data and project structures are organized and accessible within the new platform. • Collaborate with stakeholders to customize views and functionalities tailored to departmental needs.
2026-04-08T00:00:00Z

Project Manager

Washington, DC
onsite
Temporary
65 - 74 USD / Hourly
Senior Technical Project ManagerLocation: (Must reside in the Gaithersburg, MD / Washington, DC Metro Area)Employment Type: Full-Time 26-Week Contract with Potential Extension or ConversionClearance Requirement: Must currently hold or have the ability to obtain a U.S. Government Public Trust clearancePosition OverviewWe are seeking an experienced Senior Technical Project Manager to lead the planning, execution, and successful delivery of Salesforce CRM and Contact Center modernization initiatives supporting a Federal government program. This role requires advanced program and project management expertise within an IT framework, along with a strong technical background in contact center platforms and Salesforce-based solutions.The ideal candidate brings a blend of hands-on technical leadership, solution architecture experience, and the ability to manage complex, cross-functional initiatives in a remote environment. This position plays a key role in driving innovation, continuous improvement, and operational excellence across customer engagement technologies.Position OverviewWe are seeking a Senior Technical Project Manager to lead Salesforce CRM and Contact Center modernization efforts supporting a Federal government program. This role requires strong technical project and program management experience, along with hands-on knowledge of Salesforce platforms and cloud-based contact center technologies. The ideal candidate will bring solution architecture expertise, Agile leadership, and a continuous-improvement mindset to drive high-quality, customer-focused outcomes.KKey Responsibilities<ul><li>Lead end-to-end project lifecycle management for Salesforce and Contact Center modernization initiatives</li><li>Engage with external stakeholders to understand mission needs, goals, and requirements</li><li>Coordinate across cross-functional teams, including business owners, IT leadership, and vendors</li><li>Oversee Salesforce implementations and enhancements (Service Cloud, Experience Cloud, Knowledge Management, Analytics) in compliance with federal and FedRAMP standards</li><li>Manage Contact Center technology deployments (e.g., NICE CXone, Amazon Connect, or equivalent CCaaS platforms), including IVR, call routing, self-service automation, and CRM integrations</li><li>Gather and document functional and technical requirements; translate requirements into user stories and technical specifications</li><li>Facilitate Agile ceremonies, including daily stand-ups and backlog refinement</li><li>Manage scope, schedules, budgets, labor estimates, and project documentation</li><li>Drive continuous improvement by identifying technical solutions that improve performance and customer experience</li><li>Monitor contact center quality metrics and operational performance</li><li>Develop solution architectures for CCaaS, CRM, telephony, and related platforms</li><li>Provide weekly project status reporting to internal and external stakeholders</li><li>Support training, onboarding, and staffing activities for contact center operations as needed</li></ul>
2026-04-07T00:00:00Z

Project Manager

Carrollton, TX
onsite
Permanent
85000 - 120000 USD / Yearly
A leading high-end architecture and construction firm is seeking a Project Manager to support the financial side of large, luxury residential projects. This is an excellent opportunity for an entry level Construction Science or Construction Management professional who wants hands-on experience in job costing, budgeting, and project financial organization. What You’ll Do<ul><li>Track project budgets and actual job costs</li><li>Review subcontractor/vendor invoices</li><li>Prepare construction billing packages</li><li>Monitor cost variances and maintain accurate financial records</li><li>Assist with planning budgets and estimating support</li><li>Partner with project managers, designers, and accounting</li></ul>Why This Role Stands Out ⭐<ul><li>Incredible team tenure: many employees have been here 10–25 years</li><li>Strong job security with a stable, well‑established and growing firm</li><li>Excellent benefits: 100% paid employee healthcare + 25 days PTO</li><li>Exposure to sophisticated design, engineering, and construction coordination</li><li>Clear growth path into senior project management</li></ul>
2026-04-02T00:00:00Z

Project Manager

Nashville, TN
onsite
Temporary
35 - 40 USD / Hourly
We are seeking a Project Manager who will serve as a single point of accountability to provide project management support for multiple, moderately complex, medium to large projects using Parallon Project Services project controls. This role supports existing initiatives and potential new projects as assigned, with strict adherence to prescribed project management methodology. The ideal candidate builds strong stakeholder relationships through proactive communication, ownership of risks and issues, and the delivery of effective, timely outcomes. Key Responsibilities:· Organize project activities into manageable work efforts and determine effective approaches to completing work as defined in project plans.· Author and facilitate project documentation, including project charters, scope statements, project plans, and status updates.· Clearly define and manage project scope while motivating and guiding project team members.· Manage relationships with business owners and cross‑functional team members to achieve project objectives.· Proactively identify, assess, and manage project risks and issues.· Monitor project timelines, milestones, and deliverables, providing regular status reporting.· Manage change control processes and ensure alignment with project goals.· Coach team members by clarifying task assignments, milestones, and expected deliverables.· Prepare and ensure high‑quality, professional project deliverables.· Facilitate decision‑making discussions among stakeholders.· Develop toolkits and documentation to support field‑based implementations when required.
2026-04-08T00:00:00Z

Project Manager

Richmond, VA
onsite
Temporary
65 - 70 USD / Hourly
Position OverviewWe are seeking an experienced Project Manager 3 – Document Imaging & Management to lead enterprise document management initiatives for a large-scale government environment. This role is ideal for a seasoned professional with deep expertise in document capture, workflow automation, and AI/ML-driven document processing.The selected candidate will assess current-state document workflows, identify inefficiencies, and implement scalable solutions to improve accuracy, reduce manual effort, and enhance operational performance. This role will also serve as a subject matter expert (SME) for document management technologies and oversee enterprise-wide document intake, classification, routing, and storage processes.Key ResponsibilitiesProgram Leadership & Team Management<ul><li>Lead, mentor, and manage a team of document management professionals</li></ul>Business Process Improvement<ul><li>Analyze current document workflows to identify inefficiencies and bottlenecks</li></ul>Document Capture & Routing Technologies<ul><li>Serve as SME for document capture platforms such as RightFax and Kofax</li></ul>Enterprise Content Management (ECM)<ul><li>Manage and optimize ECM/EDMS platforms (e.g., Laserfiche, IBM FileNet, OnBase)</li></ul>AI/ML & Automation<ul><li>Implement AI/ML solutions for document classification, OCR enhancement, and data extraction</li></ul>Stakeholder Engagement<ul><li>Gather and translate business requirements into technical solutions</li></ul>
2026-04-08T00:00:00Z

Project Manager

Los Angeles, CA
onsite
Temporary
28.5 - 30 USD / Hourly
This role plays a key role in supporting a Financial Advisor by managing client relationships, streamlining administrative processes, and ensuring the seamless execution of investment and insurance operations. This position is responsible for maintaining accurate client records, coordinating account activity, and delivering timely, high-quality service to enhance the overall client experience. What You’ll Bring Exceptional attention to detail with strong organizational and time-management skills Excellent written and verbal communication with a client-focused approach Experience with CRM systems, account servicing, and document management Working knowledge of investment account operations and insurance underwriting processes Ability to multitask, adapt in a fast-paced environment, and collaborate across teams Key Responsibilities Client Service & Administrative Support Serve as a primary point of contact for client communications, including scheduling appointments and handling service requests such as account updates, payment inquiries, and documentation needs Manage calendars, coordinate meetings, and prepare materials including case files, reports, and research for financial planning support Maintain accurate and compliant electronic client records, ensuring detailed documentation of all interactions and transactions Perform administrative tasks including CRM updates, document filing, and tracking ongoing projects Deliver detail oriented, high-quality communication to clients and internal stakeholders Support process improvements and contribute to operational efficiencies Provide ongoing administrative support and assist with special projects as needed Investment Operations Support Assist in managing and maintaining client investment accounts, including account setup, updates, and servicing Execute transactions, asset transfers, and rollovers in alignment with client strategies Maintain accurate client and account information, including banking details and standing instructions Prepare comprehensive case materials for client meetings, including account summaries, performance reports, and tax information Respond to client inquiries promptly and resolve issues effectively Insurance Operations Support Support the full insurance lifecycle from application through underwriting and policy delivery Review applications, policy changes, and documentation for accuracy and completeness Coordinate medical exams and proactively manage underwriting requirements to ensure timely processing Act as a liaison between clients, underwriters, and external partners to expedite case progress Monitor application status and follow up on outstanding requirements Prepare client documentation, including illustrations, in-force ledgers, and policy delivery materials Maintain accurate insurance records and track new business pipelines within the CRM system
2026-04-03T00:00:00Z

Project Manager

Westerville, OH
onsite
Temporary
45.28 - 45.28 USD / Hourly
We are looking for an experienced Project Manager to oversee and drive the successful execution of projects from inception to completion. This role requires strong leadership and communication skills to manage resources, schedules, and budgets while ensuring quality standards are met. Based in Westerville, Ohio, this is a long-term contract position offering an excellent opportunity to contribute to impactful projects. Responsibilities: • Utilize established project management tools to effectively plan, execute, and monitor project progress while meeting quality, financial, and schedule objectives. • Define resource needs and collaborate with functional leaders to develop organizational resource plans. • Coordinate with departments such as order management, production, logistics, contracting, and warranty services to ensure seamless project execution. • Address potential conflicts proactively and escalate issues to prevent impacts on project timelines or customer satisfaction. • Maintain clear communication with field teams, ensuring alignment on project scope, budget, and schedules. • Conduct periodic site visits to build relationships with contractors and customer representatives, ensuring smooth communication and project understanding. • Identify and resolve issues promptly, ensuring stakeholders are informed and solutions are implemented effectively. • Track and report project performance, ensuring adherence to quality, cost, and schedule targets. • Manage financial aspects of the project, including cost budgeting, expense tracking, and maintaining profit margins. • Promote a culture of safety by hosting regular safety meetings and ensuring compliance with safety standards throughout the project lifecycle.
2026-03-25T00:00:00Z

Project Manager

Howell, NJ
onsite
Permanent
140000 - 160000 USD / Yearly
140,000 - 160,000 benefits:<ul><li>medical</li><li>paid time off</li><li>401k</li></ul>Responsibilities:<ul><li>Lead all phases of commercial construction projects from planning to completion.</li><li>Develop and manage project scope, budgets, schedules, and resources.</li><li>Coordinate internal teams, vendors, and subcontractors for seamless execution.</li><li>Oversee permitting, compliance with building codes, and safety regulations.</li><li>Monitor progress, manage risks, and provide regular status updates.</li><li>Maintain strong relationships with clients, architects, engineers, and suppliers.</li><li>Conduct site inspections and ensure</li></ul>
2026-03-18T00:00:00Z

Project Manager

Elkridge, MD
onsite
Permanent
70000 - 110000 USD / Yearly
We are seeking an ambitious Project Manager who is ready to make a meaningful impact from day one. Construction or similar industry experience required. In this role, you will take ownership of key projects, drive cross-functional collaboration, and ensure initiatives are delivered on time, within scope, and with exceptional quality. You will work closely with senior leaders and subject-matter experts, gaining exposure to strategic decision-making while developing the skills to become a high-performing project leader. What You’ll Do<ul><li>Coordinate and execute project plans from initiation through completion, ensuring alignment with business objectives</li><li>Work closely with project engineers and architects</li><li>Read through blueprints</li><li>Manage timelines, milestones, budgets, and risks across multiple workstreams</li><li>Facilitate effective communication between teams, stakeholders, and leadership</li><li>Analyze project performance data to identify issues, propose solutions, and improve efficiency</li><li>Prepare clear and compelling project documentation, status reports, and presentations</li><li>Champion continuous improvement by implementing best practices in project management</li><li>Support change management activities to ensure successful adoption of project outcomes</li></ul>
2026-04-03T00:00:00Z