Client Portfolio Manager jobs in California

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LOAN PORTFOLIO MANAGER

Extend credit as approved under position authority or as approved by the Loan Committee. Develop lending prospects under the supervision of the CEO/President/Team Supervisor. Follow lending and operational policies which are consi...

CompanyGolden Bank Na
AddressAlhambra, CA
CategoryInformation Technology
Salary$90.7K - $115K a year
Job typeFull-time
Date Posted 2 weeks ago See detail

Loan Portfolio Manager

Golden Bank Na

Alhambra, CA

$90.7K - $115K a year

Extend credit as approved under position authority or as approved by the Loan Committee. Develop lending prospects under the supervision of the CEO/President/Team Supervisor. Follow lending and operational policies which are consi...

Credit Portfolio Manager - Ag

Us Bank National Association

Pleasanton, CA

Bachelors degree, or equivalent work experience Three to five years of commercial banking experience Advanced knowledge of commercial lending policy, all applicable laws and regulations, credit quality standards, company and busi...

Associate Manager, Client Connect

Disney Entertainment

Santa Monica, CA

Own tracking of incoming RFPs, outgoing output and sold details. Collaborate with a variety of internal/external partners, contributing to the development of market leading ad sales opportunities and sponsorship programs that driv...

Client Services Manager

Compass Group

Fremont, CA

Build a strong network with internal partners to ensure ongoing excellent service standards are met for our most critical accounts. Become an expert on our top clients and help continuously improve the way we service them as a com...

Portfolio Manager (HOA)

Citiscape Property Management Group, Llc

San Francisco, CA

Responsible for the overall supervision and management of all assigned Associations, under the direction of their Board of Directors. Pursuant to California Civil Code 1365, must keep the Board of Directors apprised of the fin...

Senior Portfolio Manager, Real Estate

State Of California

Sacramento, CA

Experience in investments, specifically in Real Estate markets. Experience overseeing a total portfolio. Experience leading investment professionals at all levels and managing a diverse and broad range of staff. Experience in effe...

Client Manager - Los Angeles

Apparatus

Los Angeles, CA

Develop a deep knowledge of and effectively share APPARATUS product and brand story to drive client engagement and sales. Manage client orders efficiently through the sales process and in the utilization of Salesforce - including...

Luxury Spirits Portfolio Manager - San Francisco

Sazerac Company

San Francisco, CA

Expected to be in the field visiting and supporting accounts on a daily basis, achieving a monthly quota for account visits set by your general manager. Achieve assigned KPIs including distribution, menu placements, and volume ini...

Director, Program and Portfolio Management

Biospace

South San Francisco, CA

Actively partner with the Project Team Lead (PTL) and Sub-Team Leads as PM for lead molecule with multiple indications, providing leadership to other PMs and all functional line representatives. Establish and manage integrated...

Loan Portfolio Manager

Santa Cruz County Bank

Watsonville, CA

Good Times Best of Santa Cruz, Best Bank - 11 consecutive years. Santa Cruz Sentinel Reader's Choice, #1 Best Bank - 8 years. Santa Cruz County Chamber of Commerce - Business of the Year 2018 and 2021. Press Banner's Best of Scott...

Wealth Portfolio Manager III

Citizens

San Francisco, CA

$107K - $136K a year

Manage the investment, trust and institutional accounts. Rebalance accounts according to the clients investment policy statement, with guidance of the asset allocation strategy team and advisor team. Responsible for allocating in...

Assistant Portfolio Manager

Pegasus Building Services

San Diego, CA

Oversee janitorial operations for designated customer sites across client properties in a specific geographic area. If all sites are not on a contiguous campus there may be some driving involved. Communicate effectively with empl...

ACCOUNTANT II PROJECT PORTFOLIO MANAGEMENT

Jack In The Box

San Diego, CA

$77K - $97.5K a year

Ensures expenditures are appropriately classified, complete and accurate prior to generating assets and interfacing to Fixed Assets.Processes data uploads to PPM and the general ledger using various accounting systems. Provides fu...

Client Manager Associate - San Francisco/Walnut Creek

Unum Group

Walnut Creek, CA

Award-winning culture. Inclusion and diversity as a priority. Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability. Generous PTO (including paid time to volunteer!). Up to 9.5% 401(k) em...

Portfolio Manager Associate

City National Bank

San Francisco, CA

Partner with Portfolio Managers to recommend initial strategic asset class allocation for new clients, and recommendations for trades and allocation changes for existing clients. Client calls and inquiries: be able to discuss both...

Strategic Initiatives, Portfolio Manager

State Of California

Sacramento, CA

Broad and extensive experience in investment management working for a major financial institution or governmental agency. Knowledge of investment global market conditions and trends. Knowledge of project management techniques. Com...

Wealth Portfolio Manager III

Citizens Bank

San Francisco, CA

Manage the investment, trust and institutional accounts. Rebalance accounts according to the client's investment policy statement, with guidance of the asset allocation strategy team and advisor team. Responsible for allocating in...

Portfolio Manager III

Bank Of America

Palo Alto, CA

$133,000 - $275,000 a year

Oversee completion of investment policy statement. Act as a technical/industry expert in managing complex individual and family client relationships for clients who desire a sophisticated investment program, including, manager sel...

Special Assets/Loan Workout Officer/ Portfolio Manager/ Hybrid

Svi Recruiting Group

Manhattan Beach, CA

Remote positionPosition: Special Assets/Loan Workout Officer/ HybridDetails: Full time, remote positionAs a Special Assets/Loan Workout Officer, you will be responsible for managing distressed loans and developing strategies to mi...

Senior Client Delivery Manager, Enterprise Cloud Services, Palo Alto

Sap

Palo Alto, CA

Develop a strategic engagement with your client to establish client focus on the core of the services delivered.. Continuously increase client trusted advisor relationship with executives and key stakeholders. Demonstrate accounta...

Client Solutions Manager - West Coast

Captify

Los Angeles, CA

Building this together. Give a shit. Fail fast to succeed faster. Unlimited potential. Provide proactive, best-in-class customer service and build long-standing partnerships with agency planning and activation teamsOwn, manage, an...

Client Service - Assistant Manager

Vca Animal Hospitals

Los Angeles, CA

Assist with planning and executing customer service organization change. Recruiting, hiring, and on-boarding new team members. Assist with scheduling. Work with manager to support the team and resolving employee concerns. Plan and...

Client Relationship Manager - Entry Level

Divergent Marketing Solutions

San Diego, CA

Engage with customers to build and maintain relationships while presenting potential products and services directly available to them. Drive revenue for the associated campaign by strengthening customer relationships using active...

Client HR Account Manager (Remote)

Aspen Hr

Walnut Creek, CA

Develop strong relationships with assigned clients by serving as a trusted advisor on all aspects of Aspen service. Instill confidence and trust through timely/accurate responses and following through on commitments. Recommend Asp...

Client Relations Management Specialist

Gebbs

Los Angeles, CA

Communicates effectively to deliver department goals, respond to market trends and meet unexpected challenges involved with functioning independently in a fast-paced CRM environment. Manages the primary liaisons between the Client...

Project Manager - IS Portfolio Governance

Keck Medical Center Of Usc

Los Angeles, CA

High school or equivalent Bachelors degree In a related field. Bachelors Degree for this department preferred only (Not required). 2 years IT Project Management experience is required Conduct complex analysis of administrative or...

Senior Portfolio Program Manager (HYBRID, 3 Days in Palo Alto Office)

Guardant Health

Palo Alto, CA

Lead a cross functional product development core team in the execution of deliverables. Work closely with R&D, Operations, Quality, Marketing, Regulatory, Medical Affairs and other departments to ensure project priorities and dec...

Senior Tax Manager - Private Client Services

Andersen

Los Angeles, CA

$142,750 - $250,000 a year

Engage in business development activities (i.e. prepare proposals, present in webinars, collaborate with other service lines to present a comprehensive tax strategy to prospective and current clients, etc.); Maintain communication...

Client Services Manager

Hera Fine Jewelry

Los Angeles, CA

Commitment in the active work needed to welcome a variety of diverse people and perspectives. Curiosity and an interest in professional growth; we are a small company but growing very quickly, and eager to find team members who wa...

Account Manager for Touring Music Clients

Gelfand Rennert & Feldman

Los Angeles, CA

Daily client financial activity, including requests and timely follow up on all outstanding matters. Review work of bookkeepers (AP/AR, cash receipt and journal entry coding, general ledger, payroll, and financial statement review...