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8 results for Portfolio Manager in Corona, CA

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

Torrance, CA
onsite
Temporary
58.9 - 68.2 USD / Hourly
We are looking for an experienced Project Manager to lead complex data privacy and advanced analytics initiatives. This position is based in Southern California and offers a long-term contract opportunity. The ideal candidate will play a pivotal role in overseeing technology and data platform projects, ensuring compliance with privacy regulations while driving organizational transformation and innovation. Responsibilities:• Develop and manage detailed project plans, schedules, and milestones to ensure timely and efficient execution of deliverables.• Lead initiatives focused on data privacy compliance, including assessments, regulatory reviews, and implementation of privacy controls.• Facilitate Agile ceremonies to prioritize sprint goals, address blockers, and guide teams toward improved delivery flow.• Collaborate with stakeholders across business, technical, and leadership teams to ensure alignment on project objectives and updates.• Oversee governance and quality assurance processes to ensure deliverables meet established standards and compliance requirements.• Coordinate knowledge transfer, documentation, and operational handoff activities for completed projects.• Manage end-to-end delivery of data pipelines, analytics solutions, dashboards, and modernization efforts.• Partner with product owners to maintain dual-focused backlogs that address feature delivery, data quality enhancements, and compliance tasks.• Ensure strong data governance practices, including metadata accuracy, documentation, and quality controls, throughout project lifecycles.• Identify opportunities for process improvement and implement changes to enhance project delivery practices.
2026-04-14T00:00:00Z

Property Manager

Rancho Palos Verdes, CA
onsite
Temporary
19 - 20 USD / Hourly
We are looking for an experienced part time Property Manager to oversee both commercial and residential properties in Rancho Palos Verdes, California. This long-term contract position requires someone who is detail oriented and can effectively manage day-to-day operations while ensuring tenant satisfaction and regulatory compliance. If you have a passion for property management and a commitment to delivering exceptional service, we encourage you to apply. Responsibilities:• Manage daily operations of commercial and residential properties, including maintenance, repairs, and tenant relations.• Ensure compliance with housing regulations and property management standards, including HUD requirements.• Handle leasing activities, including tenant onboarding and lease renewals.• Monitor and enforce timely rent collection and address delinquent accounts as needed.• Coordinate with vendors and contractors for property maintenance and improvement projects.• Conduct regular property inspections to identify and resolve issues proactively.• Develop and implement strategies to enhance tenant satisfaction and retention.• Prepare and maintain accurate financial records and reports related to property performance.• Respond promptly to tenant inquiries and emergency situations to ensure excellent customer service.• Stay updated on industry trends and legal requirements to maintain compliance and optimize operations.
2026-04-15T00:00:00Z

Product Manager

Irvine, CA
onsite
Permanent
132000 - 145000 USD / Yearly
We are looking for a highly analytical and detail-driven Product Manager to oversee the performance and optimization of our product offerings. Based in Irvine, California, this role involves leveraging data insights, monitoring tools, and analytical techniques to ensure product functionality and success. This is an exciting opportunity for someone who thrives at the intersection of technology, data, and product innovation. Responsibilities: • Define and track key performance metrics for products and features from launch through continuous improvement. • Develop and implement success criteria for product initiatives to ensure alignment with organizational goals. • Utilize analytics platforms and monitoring tools to assess product functionality and performance. • Create and maintain real-time systems for monitoring product health and identifying performance issues. • Analyze feature-level data such as latency, error rates, and user engagement trends to identify opportunities for enhancement. • Lead troubleshooting and root cause analysis efforts to resolve issues and improve reliability. • Conduct in-depth analyses using statistical and analytics tools to uncover patterns, challenges, and growth opportunities. • Establish robust data instrumentation standards to ensure precise tracking across all product features. • Implement automated alerts and anomaly detection systems to proactively address potential problems. • Support product launches by managing planning, execution, and post-launch performance evaluation.
2026-04-08T00:00:00Z

Relationship Manager

Los Angeles, CA
onsite
Permanent
170000 - 200000 USD / Yearly
We are looking for a skilled Relationship Manager to join our team in Los Angeles, California. This role is essential to expanding our presence in the commercial real estate market by fostering client relationships and promoting banking solutions. The ideal candidate will bring expertise in lending, underwriting, and client management, while maintaining a thorough understanding of banking policies and compliance standards. Responsibilities: • Build and strengthen the bank's brand presence in the Los Angeles commercial real estate sector by identifying key influencers and establishing strategic partnerships. • Develop new customer relationships by sourcing prospects and fostering comprehensive banking solutions, including deposit accounts and lending services. • Conduct preliminary underwriting of debt opportunities based on credit policies, present proposals to committees, and prepare term sheets aligned with feedback. • Collaborate with credit officers to prepare detailed credit proposals, assess creditworthiness, and present recommendations to the Credit Committee. • Manage a portfolio of commercial real estate credits, maintaining regular communication with clients and performing periodic reviews of financial statements. • Monitor credit offerings and ensure compliance with the bank's approval processes and credit policies. • Interface with auditors and examiners as needed and prepare detailed reports for internal review. • Maintain a comprehensive understanding of internal banking processes and departments to ensure efficient operations. • Participate in bank-related activities and contribute to departmental initiatives. • Perform other duties as assigned to support the team and organizational goals.
2026-03-14T00:00:00Z

Personal Banker

Cerritos, CA
onsite
Temporary
22 - 23 USD / Hourly
We are looking for an experienced Personal Banker to join our client's team on a contract basis in Cerritos, California. In this role, you will provide exceptional customer service while assisting clients with their financial needs and transactions. This position requires strong attention to detail, adherence to banking regulations, and the ability to effectively recommend products and services that align with customer goals. Responsibilities:• Deliver outstanding customer service by addressing financial needs and providing tailored solutions.• Perform a variety of banking transactions, including deposits, withdrawals, wire transfers, and account openings.• Maintain and balance a cash drawer while ensuring all transactions are accurate and secure.• Build strong relationships with customers by understanding their financial goals and recommending appropriate products and services.• Resolve customer inquiries and issues promptly, ensuring satisfaction and compliance with banking policies.• Monitor and manage customer accounts, including overseeing transaction accuracy and fraud prevention.• Support branch visibility efforts by participating in sales and marketing activities to meet business objectives.• Conduct follow-up calls to assess customer satisfaction and identify opportunities for portfolio growth.• Ensure compliance with federal and state banking regulations, including anti-money laundering and customer due diligence requirements.• Maintain accurate records and logs related to customer interactions and lead generation.
2026-04-07T00:00:00Z

WIP Manager

Los Angeles, CA
onsite
Permanent
110000 - 130000 USD / Yearly
We are looking for an experienced WIP (Work in Progress) Manager to oversee financial operations for active projects and installations. This role is instrumental in ensuring accurate job costing, timely billing, and proper revenue recognition. The ideal candidate will work closely with both accounting and operational teams to maintain financial integrity and drive process improvements. Responsibilities: • Oversee and maintain the WIP schedule for all ongoing installation and project-based jobs. • Collaborate with project managers to confirm job status, completion percentages, and billing readiness. • Identify and address unbilled work, invoicing delays, and potential revenue loss. • Analyze overbilling and underbilling situations, ensuring timely resolution of discrepancies. • Ensure revenue is recognized accurately based on project progress and contract terms, adhering to U.S. accounting standards. • Monitor project performance by comparing actual costs to budgets and proactively highlighting risks to margins. • Reconcile WIP balances with the general ledger and provide accurate data for month-end close. • Establish structured processes and accountability for WIP management across accounting and operations. • Hold teams accountable for providing timely and accurate updates on job-related financials. • Support audit processes related to project accounting and revenue recognition.
2026-04-03T00:00:00Z

Healthcare Project Manager

Ontario, CA
onsite
Permanent
90000 - 100000 USD / Yearly
The Project Manager – Client Onboarding is responsible for leading the end-to-end onboarding of new clients, ensuring a seamless, timely, and high-quality transition from contract execution through steady-state operations.This role acts as the central coordination point between internal operational teams, technology partners, and client stakeholders. The Project Manager ensures all implementations are delivered in alignment with contractual SLAs, timelines, and quality expectations.This is a highly visible, client-facing role requiring strong project management discipline, excellent communication skills, and the ability to manage multiple concurrent onboarding initiatives in a fast-paced BPO environment. Key Responsibilities<ul><li>Lead and manage full lifecycle client onboarding and implementation projects</li><li>Serve as the primary point of contact for clients during onboarding</li><li>Develop and maintain detailed project plans, timelines, and deliverables</li><li>Coordinate cross-functional teams including operations, IT, compliance, and training</li><li>Ensure alignment with contractual SLAs, scope, and quality standards</li><li>Identify risks, develop mitigation strategies, and proactively resolve issues</li><li>Facilitate regular client meetings, status updates, and executive reporting</li><li>Oversee knowledge transfer, workflow design, and process documentation</li><li>Support transition to steady-state operations and ensure operational readiness</li><li>Drive continuous improvement in onboarding processes and methodologies</li></ul>
2026-04-15T00:00:00Z