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217 results for Portfolio Manager jobs
- Saratoga Springs, NY
- onsite
- Temporary to Hire
- 45.9135 - 53.163 USD / Hourly
- We are looking for an experienced Project Manager - Operations to support a senior leadership team in New York by organizing complex initiatives, improving execution, and maintaining clear visibility across priorities. This position works closely with executive stakeholders to coordinate cross-functional efforts, strengthen project discipline, and ensure important operational and capital initiatives remain on schedule. This is a contract opportunity with the potential to become permanent for an individual who is comfortable navigating ambiguity, building practical systems, and driving follow-through in a fast-paced environment.<br><br>Responsibilities:<br>• Direct and oversee a portfolio of operational projects, ensuring timelines, scope, ownership, and deliverables are clearly defined and consistently monitored.<br>• Establish and maintain effective project tracking tools using Microsoft Planner, Power Platform, and Microsoft 365 applications to improve transparency and execution.<br>• Act as the central intake point for new initiatives by assessing priorities, clarifying next steps, and assigning responsibility across teams.<br>• Coordinate oversight activities for a major capital construction effort, working with external partners and internal stakeholders to track milestones, budgets, and reporting needs.<br>• Identify project risks, resolve bottlenecks, and elevate critical issues to leadership in a timely and concise manner.<br>• Train team members and cross-functional partners on project management standards and the practical use of Microsoft-based planning tools.<br>• Develop repeatable project management processes that create consistency, improve accountability, and support long-term scalability.<br>• Partner with procurement leadership to help advance purchasing-related initiatives while aligning with internal compliance expectations and target deadlines.<br>• Strengthen operational effectiveness by identifying gaps in execution and implementing practical solutions that improve coordination and communication.
- 2026-11-06T00:00:00Z
- New York, NY
- onsite
- Permanent / Full Time
- 150000 - 180000 USD / Yearly
- <p>Robert Half Financial Services is recruiting for a Risk Manager role for a global Broker Dealer firm located in downtown Manhattan, New York. Our client requires 5+ years of Market/Counterparty Risk at a Broker Dealer/Capital Markets firm or Bank, with knowledge of Equities/Derivatives, VaR, Margin Rules/Limits, and Risk Modelling. This role is hybrid remote requiring 4 days per week in the downtown Manhattan New York office, but does require 5 days in during the first few months.</p><p><br></p><p>The Risk Manager position will be responsible for managing and overseeing all areas of counterparty risks, market risks, and systematic risks globally. Covering intraday, in near real time, for making decisions on counterparty and market related limits changes. Also setting and monitoring associated limits and expected to be highly proactive to ensure margin requirements are appropriate.</p><p><br></p><p>Responsibilities:</p><ul><li>Providing risk oversight for business activities and risks arising in global institutional trading and prime brokerage businesses.</li><li>Understanding market and credit risks within products (incl. cash equity, options, and futures) together with market structure and regulation. </li><li>Developing quantitative counterparty risk exposure analysis, including VaR Margin and regulatory bilateral margin rules.</li><li>Working with businesses to analyze and approve client margin and various risk limits.</li><li>Understanding basic equity trade flows in terms of clearing and settlement to assist with risk managing issues that may arise. </li><li>Employing counterparty credit analysis to calibrate right size exposures.</li><li>Daily management and analysis of customer portfolio exposure and limits. </li><li>Monitoring all operational risk, including breaks and fails and working daily with operations team to resolve.</li><li>Conduct client pre-trade risk analysis of financing and trades to support approval decisions.</li><li>Stress testing client portfolios and providing oversight of limit utilizations where relevant.</li><li>duct regular risk assessments, which involves analyzing risks as well as identifying, describing, and estimating the risks affecting the business.</li><li>Business Continuity Planning and Incident Response Management for all related entities globally.</li><li>Actively manage the firm’s risk exposures through regular Risk Committee meetings.</li><li>Ensuring the global risk framework and associated procedures are implemented and followed. </li><li>Lead in the development of new and enhanced risk management approaches—creating new tools, working with vendors and refining existing tools and technology.</li><li>Coordinate Market Access Rule related product level governance forums, working groups and committees.</li></ul>
- 2026-10-29T00:00:00Z
- Plymouth, MN
- onsite
- Temporary to Hire
- 33 - 37 USD / Hourly
- We are looking for a Marketing Project Coordinator to support high-visibility marketing programs and partner-facing initiatives in Plymouth, Minnesota. This contract position with permanent potential is ideal for someone who thrives in a fast-moving environment, can keep multiple workstreams organized, and enjoys collaborating across internal teams and external brand relationships. The role will contribute to campaign execution, event support, and launch coordination within the wholesale distribution industry while helping ensure projects stay on schedule and aligned with business goals.<br><br>Responsibilities:<br>• Manage day-to-day coordination with external brand partners by organizing updates, scheduling discussions, and tracking follow-up items to keep initiatives progressing smoothly.<br>• Oversee project timelines for a significant brand partnership and product launch, ensuring deliverables, approvals, creative assets, and stakeholder expectations remain aligned.<br>• Support cross-channel marketing efforts by helping execute social media initiatives, promotional activations, public relations activities, events, and creative campaign projects.<br>• Work closely with internal departments, outside agencies, vendors, and partner organizations to maintain momentum across multiple concurrent projects.<br>• Assist with planning logistics for marketing events and represent the team at select industry activations when needed.<br>• Monitor project status, identify risks or delays early, and help resolve issues so deliverables are completed efficiently and on time.<br>• Maintain clear documentation, meeting notes, and action plans to improve visibility and accountability across marketing initiatives.
- 2026-11-04T00:00:00Z
- Menlo Park, CA
- onsite
- Permanent / Full Time
- 115000 - 130000 USD / Yearly
- <p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p>This is an opportunity to gain hands-on exposure to venture capital and private market investments while working across investment operations, transaction coordination, documentation, and process improvement. You'll play an important role in keeping investment activities organized and moving forward, while helping the team build more efficient and scalable processes.</p><p> </p><p>The ideal candidate enjoys working with details, coordinating across teams, and using technology and systems to stay organized. Someone who is naturally curious, takes initiative, and enjoys finding ways to work smarter will thrive in this environment.</p><p> </p><p><strong>What You'll Do:</strong></p><ul><li>Develop an understanding of the firm's investment platform, private market transactions, and operational processes.</li><li>Coordinate investment activities, including subscriptions, capital calls, redemptions, and ongoing portfolio maintenance.</li><li>Organize and track investment agreements, onboarding documents, and other transaction-related materials.</li><li>Manage internal trackers, calendars, and reporting tools to keep deliverables, deadlines, and outstanding items on track.</li><li>Work with custodians, fund administrators, external investment managers, and internal teams to coordinate operational needs.</li><li>Assist with funding activities, wire preparation, and tracking cash movements.</li><li>Support secondary transactions and other investment-related projects.</li><li>Identify opportunities to improve workflows, streamline processes, and make better use of internal systems.</li><li>Help develop and maintain procedures and documentation as the platform continues to grow.</li><li>Bring a high level of accountability, organization, and attention to detail to daily responsibilities.</li></ul><p><br></p>
- 2026-11-13T00:00:00Z
- Northern Berks County, PA
- onsite
- Permanent / Full Time
- 140000 - 170000 USD / Yearly
- <p>We are looking for a finance transformation leader to strengthen finance operations and process ownership within a growing manufacturing organization in northern Berks County, Pennsylvania. This newly established individual contributor role will guide finance requirements, improve process performance, and help ensure reporting, controls, and data structures effectively support the business. The position works closely with accounting, planning, shared services, and technology partners to prepare finance teams for large-scale process and system initiatives while building sustainable practices for long-term success.</p><p><br></p><p>Responsibilities:</p><p>• Lead finance ownership for key operational areas such as asset accounting, product costing, record-to-report activities, and planning-related processes.</p><p>• Translate business needs into clear finance process requirements, performance measures, and control expectations that align with accounting standards.</p><p>• Collaborate with accounting, FP&A, cost accounting, shared services, IT, and external project partners to shape finance process design and deployment plans.</p><p>• Prepare the finance organization for implementation activities by coordinating documentation, test participation, data review, reconciliation efforts, training support, and cutover planning.</p><p>• Support go-live and post-launch stabilization by identifying process issues, helping prioritize resolutions, and improving day-to-day finance operations.</p><p>• Oversee finance master data governance for core structures, including cost centers, profit centers, company codes, and organizational hierarchies.</p><p>• Review reporting frameworks, integrations, and control points to confirm they are scalable, accurate, and ready for audit requirements.</p><p>• Drive ongoing finance process improvement after implementation by refining workflows, strengthening handoffs, and enhancing reporting reliability.</p><p>• Create user-focused training materials, procedural documentation, and job aids that encourage strong adoption across finance teams.</p><p>• Provide finance leadership with regular updates on progress, risks, decisions, and recommended actions related to transformation efforts.</p>
- 2026-11-06T00:00:00Z
- Saratoga, NY
- remote
- Temporary / Contract
- 40 - 50 USD / Hourly
- <p>Our client is seeking a <strong>Project Manager, Administration & Finance</strong> to coordinate projects across finance, procurement, facilities, and other administrative departments. Reporting to the CFO, this person will work with department leaders to set priorities, clarify ownership, track deadlines and dependencies, and flag risks early. They will lead project check-ins, document decisions and action items, and follow up to keep work moving. They will also set up project tracking in Microsoft Planner, train department leaders to use it, and help track facilities milestones, procurement approvals, and contract deadlines.</p>
- 2026-11-10T00:00:00Z
- Ballston Spa, NY
- onsite
- Temporary / Contract
- 40 - 50 USD / Hourly
- <p>Our client is seeking a <strong>Project Manager, Administration & Finance</strong> to coordinate projects across finance, procurement, facilities, and other administrative departments. Reporting to the CFO, this person will work with department leaders to set priorities, clarify ownership, track deadlines and dependencies, and flag risks early. They will lead project check-ins, document decisions and action items, and follow up to keep work moving. They will also set up project tracking in Microsoft Planner, train department leaders to use it, and help track facilities milestones, procurement approvals, and contract deadlines.</p>
- 2026-11-10T00:00:00Z
- Auburn, NY
- onsite
- Temporary / Contract
- 43.5385 - 50.413 USD / Hourly
- We are looking for a Sage Project Manager to support a healthcare and social assistance organization in Auburn, New York through a Contract engagement. This role will focus on strengthening financial operations within Sage Intacct by resolving post-implementation issues, improving reporting capabilities, and refining accounting workflows across a complex nonprofit environment. The ideal candidate will bring strong ERP project leadership experience and a practical understanding of grant-based funding structures, departmental tracking, and process optimization.<br><br>Responsibilities:<br>• Lead ongoing improvement efforts within Sage Intacct, addressing system issues and enhancing day-to-day usability after go-live.<br>• Configure and refine dimensional structures to support department-level reporting, program activity, and multiple funding streams.<br>• Oversee allocation processes, including recurring entries and indirect cost distribution, to improve accuracy and consistency.<br>• Develop and enhance financial reports using Report Writer and other custom reporting tools to meet operational and leadership needs.<br>• Create meaningful dashboards that provide clear visibility into financial performance and organizational activity.<br>• Improve accounts payable operations by streamlining automated invoice routing and approval workflows.<br>• Support nonprofit and grant accounting requirements by aligning system functionality with funding, compliance, and reporting expectations.<br>• Identify underused Sage Intacct features and recommend process improvements that increase efficiency, control, and reporting value.<br>• Coordinate project planning, resource alignment, and quality oversight as the organization expands programs and reporting demands.
- 2026-10-26T00:00:00Z
- Brooklyn, NY
- onsite
- Temporary / Contract
- 67 - 69 USD / Hourly
- <p>We are seeking a highly skilled, Digital Asset Product Owner. This individual will be fully embedded within our organization, reporting directly to the AEM Cloud Assets (DAM) Product Owner, and operate as an extension of our core team. The ideal candidate will bring deep expertise in product ownership, change management and will provide value on approach and implementation and a working understanding of digital asset management (DAM) concepts and tools. </p><p><br></p><p><strong>Key Responsibilities: </strong></p><p><strong>Product Ownership: </strong></p><ul><li>Lead and manage the end-to-end delivery of initiatives related to AEM Cloud and digital asset management. </li><li>Translate business objectives into actionable requirements, user stories, and prioritized backlogs. </li><li>Serve as the primary point of contact for stakeholders, ensuring alignment and transparency throughout the project lifecycle. </li></ul><p><strong>Change Management: </strong></p><ul><li>Work with our Change Management group, to support adoption of new processes and technologies. </li><li>Foster a culture of continuous improvement and innovation. </li></ul><p><strong>Digital Asset Management (Generalized): </strong></p><ul><li>Possess a foundational understanding of digital asset management principles and the value these tools bring to an organization. </li><li>Be able to collaborate effectively with DAM stakeholders and support the integration of DAM capabilities into broader initiatives. </li><li>Advise on best practices at a high level, without being responsible for day-to-day DAM operations. </li></ul><p><strong>Collaboration & Leadership: </strong></p><ul><li>Build strong relationships with cross-functional partners, including business, technology, and vendor teams. </li><li>Operate with a high degree of autonomy, taking ownership of deliverables and driving initiatives forward with minimal oversight. </li></ul><p><strong>Experience & Skills: </strong></p><ul><li>10+ years of relevant experience, including significant time in product ownership roles. </li><li>Demonstrated success managing large-scale digital transformation or DAM initiatives, preferably within financial services or similarly regulated industries. </li><li>Familiarity with Adobe Experience Manager (AEM Cloud) and digital asset management concepts. </li><li>Strong organizational skills, with the ability to manage multiple priorities and stakeholders. </li><li>Excellent communication and relationship-building abilities. </li><li>Self-starter who is intrinsically motivated, proactive, and solutions-oriented. </li></ul><p><strong>Personal Attributes: </strong></p><ul><li>Strategic thinker with a hands-on approach. </li><li>Comfortable operating in ambiguity and driving clarity. </li><li>Empathetic leader who values collaboration and continuous learning.</li></ul>
- 2026-11-02T00:00:00Z
- Minneapolis, MN
- onsite
- Permanent / Full Time
- 70000 - 80000 USD / Yearly
- <p>We are in the search for an Investment Trading Analyst to join our team in Minneapolis, Minnesota. The role primarily involves supporting the acquisition of various forms of investments, assisting in trading desk operations, and interacting with multiple business units within the financial services industry.</p><p><br></p><p>Responsibilities:</p><p>• Accurately maintain data used in investment trading decisions, ensuring its availability from the initiation to the settlement of trades.</p><p>• Conduct portfolio analysis using data analysis tools, Microsoft Excel, MySQL, and SQL.</p><p>• Engage directly with trade partners to resolve data-related inquiries.</p><p>• Oversee portfolio reporting infrastructure and ensure its accuracy and efficiency.</p><p>• Establish yourself as the go-to expert for all reporting and data analysis related to portfolio acquisitions.</p><p>• Assist in research projects as per the requests of portfolio managers.</p><p>• Monitor the outcomes of investment strategies and make necessary adjustments.</p><p>• Collaborate with technology/data teams to ensure the accuracy of information and analysis.</p><p>• Regularly analyze portfolio return/risk.</p><p>• Handle all processes related to trade commencement to settlement.</p><p><br></p><p>Minimum Qualifications:</p><ul><li>Bachelor's degree in finance, economics or mathematics (a minor in data science or computer science ideal)</li><li>1+ Years relevant work experience in Financial Services.</li><li>Strong multitasking and prioritizing skills</li><li>Excellent communicative abilities</li><li>Comfortable working in a fast-paced environment</li><li>High analytical skills</li><li>Intermediate to advance Microsoft Excel skills and understanding of Data Base management tools</li><li>A proactive attitude to developing new ideas and refining existing processes</li></ul><p>Preferred Qualifications:</p><ul><li>Experience in credit and real estate</li><li>Familiarity with business intelligence tools such as Tableau and CAS</li><li>Progress towards investment-related certifications like CFA</li></ul><p>Opportunity awaits a skilled professional who can bring their expertise to our dynamic trading environment. If you feel your profile is a good match, we'd love to hear from you.</p><p>To apply for this opportunity, please message Douglas Rickart on LinkedIn, Call Doug at 612-249-0330 or submit your resume/application through our career site. </p>
- 2026-11-10T00:00:00Z
- Columbia, SC
- onsite
- Temporary / Contract
- 20 - 22 USD / Hourly
- <p>This contract position is ideal for someone who communicates clearly, manages documentation accurately, and maintains steady progress across administrative and compliance-related activities. The role involves reviewing records, tracking submissions, and helping ensure that project work aligns with internal policies and regulatory expectations while supporting onsite operations.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate project-related records, updates, and documentation to keep tasks moving efficiently and accurately.</p><p>• Review submissions, databases, and work queues to confirm completeness, identify discrepancies, and support timely follow-up.</p><p>• Maintain organized project files and checklists while ensuring information is entered correctly across internal systems, including CRM and PeopleSoft.</p><p>• Support compliance-focused activities by verifying documentation against established policies, standards, and regulatory requirements.</p><p>• Communicate with internal stakeholders to gather missing information, resolve issues such as outstanding invoices, and provide status updates.</p><p>• Proofread project materials and written communications to ensure accuracy, clarity, spelling, and high-quality standards.</p><p>• Assist with onsite administrative coordination, including tracking materials and supporting execution of assigned project tasks.</p><p>• Monitor expense-related records and other supporting documentation to help maintain proper conformance and audit readiness</p>
- 2026-11-05T00:00:00Z
- Carmel, CA
- onsite
- Permanent / Full Time
- 80000 - 95000 USD / Yearly
- <p>We are looking for a service-oriented real estate specialist to oversee residential properties while contributing to leasing activity across a broader mixed portfolio in Carmel, California. This position blends hands-on property oversight with tenant and owner communication, offering the opportunity to support both day-to-day operations and new leasing opportunities. The ideal candidate is organized, experienced, and comfortable managing a variety of priorities in a relationship-driven environment.</p><p><br></p><p>Responsibilities:</p><p>• Oversee daily operations for a portfolio that includes primarily residential assets along with select commercial properties, ensuring smooth property performance and responsive service.</p><p>• Arrange repairs, coordinate with vendors, and address maintenance concerns in a timely manner to protect property condition and tenant satisfaction.</p><p>• Lead residential leasing efforts by scheduling tours, guiding prospective tenants through available spaces, and supporting the rental process from inquiry to occupancy.</p><p>• Assist with commercial leasing activities by preparing for showings, communicating with prospects, and helping move opportunities forward.</p><p>• Build strong working relationships with property owners, tenants, and service partners by serving as a reliable and detail-oriented point of contact.</p><p>• Contribute to growth initiatives by helping identify management opportunities and supporting efforts to bring new properties into the portfolio.</p><p>• Provide attentive service to clients who expect a high level of professionalism, discretion, and follow-through.</p><p>• Manage multiple lease arrangements, stakeholder expectations, and property types while maintaining accuracy and attention to detail.</p><p>• Travel within the local area for site visits, property tours, and time-sensitive situations that require in-person support.</p><p><br></p><p>Posted by Director of Staffing Scott G. Moore (Apply here and connect on LinkedIn!)</p>
- 2026-10-27T00:00:00Z
- Miami, FL
- onsite
- Permanent / Full Time
- 120000 - 130000 USD / Yearly
- <p>We are working with a real estate asset management firm that is searching for a Senior Property Manager to lead offices and retail portfolio of investors with properties located in FL and other states in the East Coast. The role is onsite in their Brickell office, with about 10% travel. This role will manage properties end to end, including operations, financials, and investor reporting. You will also coach a junior team, such as assistant property managers, recently promoted property managers. You will also act as the main point of contact with investors.This role is ideal with someone who is hands-on and comfortable getting into the details.</p><p><br></p><p><br></p><p><br></p>
- 2026-11-04T00:00:00Z
- Washington, DC
- remote
- Temporary / Contract
- 42.75 - 49.5 USD / Hourly
- We are looking for an experienced Sr Project Manager to lead digital initiatives and keep cross-functional work moving efficiently in Washington, District of Columbia. This Long-term Contract position is ideal for someone who is detail oriented and can organize complex project plans, align stakeholders, and maintain momentum across multiple priorities. The role calls for strong ownership of schedules, clear communication, and hands-on experience supporting digital workflows and asset management processes.<br><br>Responsibilities:<br>• Lead digital project execution from kickoff through delivery, ensuring milestones, scope, and priorities remain on track.<br>• Build and maintain detailed project schedules, proactively identifying risks and adjusting plans to support timely completion.<br>• Coordinate with cross-functional teams and stakeholders to drive alignment, clarify deliverables, and resolve project roadblocks.<br>• Oversee day-to-day project management activities for digital initiatives, including status updates, planning sessions, and follow-up actions.<br>• Support digital asset management-related workflows and help organize processes that improve content accessibility and operational efficiency.<br>• Use Asana to manage tasks, monitor progress, and provide visibility into timelines, dependencies, and team accountability.<br>• Track project performance and communicate updates, key decisions, and next steps to stakeholders in a clear and structured manner.
- 2026-11-13T00:00:00Z
- Chicago, IL
- onsite
- Permanent / Full Time
- 150000 - 175000 USD / Yearly
- <p>We are looking for an experienced property management leader to oversee a multifamily and residential portfolio across Chicago, Illinois. This role will guide operational performance, financial results, resident experience, and long-term asset quality while building strong teams across the portfolio. The ideal candidate brings a strategic mindset, strong business judgment, and a hands-on approach to leading property operations in a fast-paced environment.</p><p><br></p><p><strong>Compensation: $150,000–$175,000 + annual performance bonus opportunity.</strong></p><p><strong>Benefits: Comprehensive medical, dental, and vision insurance; 401(k) with company match; unlimited PTO.</strong></p><p><br></p><p>Responsibilities:</p><p>• Direct portfolio-wide operations for residential communities, ensuring consistent execution of policies, service standards, and management practices.</p><p>• Create and drive strategies that strengthen occupancy, improve resident retention, and increase revenue through effective pricing, renewals, and concession management.</p><p>• Visit properties regularly to assess performance, conduct operational reviews, and identify opportunities to improve service delivery and site standards.</p><p>• Establish measurable performance indicators across teams and communities, track results, and implement targeted improvement plans when goals are not met.</p><p>• Lead budgeting, forecasting, and business planning for each property while monitoring financial trends, expense control, and overall portfolio performance.</p><p>• Oversee rent collection practices, delinquency reduction efforts, payables, spending approvals, and the accuracy of monthly financial reporting.</p><p>• Manage vendor selection, contract negotiations, bidding processes, and ongoing vendor accountability to support quality service and cost efficiency.</p><p>• Guide leasing, marketing, maintenance, and resident service strategies, including support for acquisitions, property transitions, and stabilization plans for newly added or challenged assets.</p><p>• Develop and mentor regional and onsite teams, partner on hiring and succession planning, and promote a culture centered on accountability, collaboration, and customer service.</p><p>• Ensure compliance with Fair Housing requirements and applicable federal, state, and local regulations while supporting risk management, safety standards, and accurate documentation practices.</p><p><br></p><p><strong><em>Our specialized recruiting professionals apply their expertise and utilize our proprietary AI to find you great job matches faster</em></strong></p>
- 2026-10-27T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 250000 - 350000 USD / Yearly
- <p>One of the fastest growing investment managers across the country is seeking a Controller with extensive Hedge Fund experience. The firm has broken records with its capital raising successes and this is an optimal time to board the rocket ship. Join a world-class team of industry leaders, network with the who's who in this space, and make your mark on the operations of this firm. This is a rare opportunity to join a lean, entrepreneurial team and help build institutional-grade finance infrastructure within a sophisticated investment platform.</p><p><br></p><p>What You'll Do</p><ul><li>Serve as the primary internal owner of fund accounting and financial reporting.</li><li>Oversee NAV calculations, investor allocations, capital activity, management and incentive fees, and partnership accounting.</li><li>Manage relationships with third-party fund administrators, auditors, and tax providers.</li><li>Support accounting and reporting for complex investment strategies, including long/short positions, derivatives, synthetic exposures, and options.</li><li>Coordinate audits, tax reporting, and regulatory deliverables.</li><li>Drive process improvements, automation initiatives, and scalable reporting solutions.</li><li>Partner closely with senior leadership on fund operations, strategic initiatives, and infrastructure development.</li></ul><p>Why Join?</p><ul><li>Join one of the industry's fastest-growing investment platforms.</li><li>Highly visible role with direct exposure to senior leadership.</li><li>Opportunity to build and improve processes in a technology-forward environment.</li><li>Highly competitive compensation, very generous bonus potential, and significant long-term growth opportunity.</li></ul><p><br></p>
- 2026-11-06T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 130000 - 170000 USD / Yearly
- <p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p>An established investment management and wealth advisory firm with a long-standing history of serving high-net-worth and ultra-high-net-worth individuals, families, foundations, and endowments is looking to add a <strong>Wealth Advisor</strong> to its San Francisco team.</p><p>This is an excellent opportunity for a financial planning professional who enjoys working directly with clients, developing comprehensive financial plans, and partnering with experienced Portfolio Managers to deliver thoughtful, personalized wealth strategies.</p><p>What really sets this opportunity apart is the team culture. This is a close-knit, collaborative group that believes in shared ownership of client relationships. Everyone works together, supports one another, and takes pride in delivering an exceptional client experience.</p><p><br></p><p>What You'll Do</p><ul><li>Develop and maintain comprehensive financial plans tailored to clients' financial goals and long-term objectives.</li><li>Partner with Portfolio Managers to oversee client relationships and implement investment strategies.</li><li>Evaluate clients' financial needs, including cash flow, retirement, tax, estate, philanthropic, and sustainable investing considerations.</li><li>Present financial plans and investment recommendations in a clear, approachable, and client-friendly manner.</li><li>Monitor client portfolios and financial plans, proactively making adjustments as circumstances and goals evolve.</li><li>Build trusted relationships with high-net-worth and ultra-high-net-worth individuals, families, and foundations.</li><li>Participate in prospect meetings, networking, and business development initiatives.</li><li>Collaborate with colleagues across the team to ensure clients receive consistent, personalized support.</li></ul><p><br></p>
- 2026-11-12T00:00:00Z