Strategic Portfolio Advisor, North America
Citi Group
Citigroup Inc. is looking for a Senior Portfolio Advisor in Beverly Hills, California, who will manage strategic client engagements and investment solutions. The ideal candidate will have over 10 years of experience in investment strategies, excellent communication skills, and a strong market knowledge. They will ensure compliance with regulatory requirements and actively participate in the investment process. A Bachelor's Degree is required, and a Master's Degree is preferred. This role emphasizes collaboration and innovative thinking in a fast-paced environment. #J-18808-Ljbffr Citigroup Inc.
Vacancy posted 16 hours ago
Similar jobs that could be interesting for youBased on the Strategic Portfolio Advisor, North America in Beverly Hills, CA vacancy
$170k - $300k
...The Senior Portfolio Advisor , North America will report to the Head of Portfolio Advisory, with a focus on the West Coast and Central regions... ...field leadership on business development opportunities and strategic planning on business targets. Be a strategic partner...SuggestedFull timeCitigroup Inc
West Hollywood, CA4 days ago- Role: The Senior Portfolio Advisor, North America will report to the Head of Portfolio Advisory. The ideal candidate will possess an entrepreneurial... ...leadership on business development opportunities and strategic planning on business targets. Be a strategic partner to...Suggested
$122.54k - $208.72k
PORTFOLIO MANAGER III- ENTERTAINMENT & SPORTS BANKING (CORPORATE) TEAM*Music SectorWHAT... ...credit operations to achieve the Bank’s strategic initiatives. Participate in ad-hoc projects... ...of Royal Bank of Canada, one of North America’s leading diversified financial services...SuggestedRemote work$92.11k - $156.88k
ABOUT USRBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-... ...is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services...SuggestedTemporary workRemote workShift work- Strategic Advisor - Hydropower and Dam Infrastructure Location: Independent Contractor - Remote... ..., and more. As we scale across North America and beyond, we are seeking experienced... ...works, or large‑scale infrastructure portfolios. This is a flexible, advisory engagement...SuggestedFor contractorsRemote workFlexible hours
$44.28 - $75.42 per hour
PORTFOLIO MANAGER II - SBA 7a Lending WHAT IS THE OPPORTUNITY? The Portfolio Manager is... ...credit operations to achieve the Bank’s strategic initiatives. Participate in ad-hoc projects... ...of Royal Bank of Canada, one of North America’s leading diversified financial services...Hourly payRemote work- FINANCIAL ADVISOR SENIOR WHAT IS THE OPPORTUNITY? The Senior Financial... ...strategies. Communicate strategic shifts in the marketplace.... ...should be taken. Client Portfolio Review and Management For Managed... ...Bank of Canada, one of North America’s leading diversified financial...Remote workShift work
$113.9k - $168k
Scopely is looking for a Strategic Finance Associate to join our Finance team in Culver City on ahybrid basis. At Scopely, we care deeply... ...live-operates one of the most diversified and award-winning portfolios in the games industry — bringing hundreds of millions of...Local areaImmediate startWorldwide$17 - $25.3 per hour
...network of 14 extraordinary locations across North America for seamless, all-channel shopping.... ...Fifth Avenue is part of Saks Global’s portfolio of top luxury retail brands and real... ...estate assets. YOU WILL BE As the Selling Advisor , you are a salesperson who provides...Full time$16.9 - $24 per hour
...experience with a strong connection to a network of 33 extraordinary locations across North America for seamless, all‑channel shopping. Saks Fifth Avenue is part of Saks Global’s portfolio of top luxury retail brands and real‑estate assets. Responsibilities Implement the...Hourly payFull time$102.36k - $190k
About the Role:A Trust Portfolio Manager provides expertise in the management of trust and investment relationships, utilizing effective... ...business opportunities through networking, referrals, and strategic outreach.Manage investment portfolios in accounts and assigned...Full timeWork experience placementWork at officeImmediate start$130k - $160k
Sheppard in Los Angeles is hiring a Portfolio Manager to oversee all projects within their assigned portfolio. This role involves collaborating with business analysts, IT teams, and stakeholders to align project goals with organizational strategy. Candidates are expected...- ...EView Technology and other IT Operations vendor portfolios. Our unique quick-start solutions are designed to... ...Emphasis on best practices, lessons learned and strategic guidance Supporting clients across North America Unique offerings such as quick-start and upgrade...Remote jobContract work
$17 - $23 per hour
...network of 14 extraordinary locations across North America for seamless, all‑channel shopping.... ...Fifth Avenue is part of Saks Global’s portfolio of top luxury retail brands and real‑... ...estate assets. You Will Be As the Selling Advisor, you are a salesperson who provides...Full time$170k - $225k
...for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a... ...collaborative team structure, strong leadership support, a rich product portfolio and exceptional prospecting opportunities, we empower you to...Full timeWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week$100k - $150k
...Associate - Strategic Finance Consulting Palm Tree is a modern M&A value creation firm that integrates financial consulting, operational... ..., and drive enterprise value creation within middle-market portfolio companies. The Associate Position The Associate is a...Temporary workPalm Tree LLC
Los Angeles, CA2 days ago- The Getty Research Institute (GRI) seeks a dynamic and experienced Portfolio Project Manager to establish project management processes within the Administration Division. Reporting to the Associate Director of Administration, the PPM will coordinate PMs across the GRI and...
$68k - $95k
Overview Company Overview: Allied Universal®, North America’s leading security and facility services company, offers rewarding careers that... ...Allied Universal® is hiring an Enterprise Account Portfolio Manager to support the world’s largest retail client. The Enterprise...Contract workWork at officeLocal area$101.23k - $172.36k
...Rochdale partners with financial advisors and their high-net-worth... ...personalized investment portfolios. RBC Rochdale provides investment... ..., macroeconomic outlook and strategic asset allocation to help... ...Royal Bank of Canada, one of North America's leading diversified financial...Remote workCity National Bank
Los Angeles, CA3 days ago$140k - $155k
...Title: Strategic Communication Specialist Belong. Connect. Grow. with KBR! KBR's National Security Solutions team provides high... ...plan, products, and processes for requisite Space Force, Portfolio Acquisition Executives (PAEs), Directors, Deltas and program offices...Temporary workWork at officeLocal areaRelocation packageFlexible hoursKBR
El Segundo, CA4 days ago$164.6k - $225k
...00 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. Job Title: Sr. Portfolio Advisor, Global Family Office GroupJob Description:Northern Trust’s Global Family Office Group is a 40-year-old full-service family office...Full timeH1bWork at officeWorldwideFlexible hours$86.8k - $198k
Strategic Deterrence AdvisorThe Opportunity:Space has evolved from a peaceful environment into a contested and congested domain. The U.S. Space Force is rapidly expanding to address global threats. Booz Allen enables mission success through advanced technology and enabling...Full timeContract workPart timeWork at officeLocal areaRemote work$71k - $96k
The Associate Owners Advisor role will support Senior Owner's Advisors... ...and achieve project and portfolio goals. Develop and... ...construction phases. Support strategic implementation plans for new... ...2,100 professionals across North America and the Pacific. For more than...Contract workFor contractors$100k - $120k
...Loan Portfolio Manager Los Angeles, California, United States, Phoenix, Arizona, United States Arixa Capital is a leading private... ...to maintain portfolio performance. This role is both strategic and detail-oriented, with direct oversight of key touch points...Full timeWork at officeArixa Capital
Los Angeles, CA3 days ago$126.1k - $253k
...making in achieving our clients’ strategic objectives. RSM’s Foreign... ...): · Serve as a Career Advisor, mentor or coach to one or more... ...revenue on existing client portfolio, cross selling and new clients... ...significant operations in North America Preferred Qualifications: ·...Full timeWork experience placementInternshipLocal area$100k - $105k
...Portfolio Manager Property Management Associates is growing and looking for a Portfolio Manager with experience in Multi-Family Property Management to join our team and grow in a dynamic and exciting place to work that values its employees. Compensation: ~$1...Full timeTemporary workWeekend workProperty Management Associates
Culver City, CA3 days ago$127.63k - $237.01k
...and brokerage. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of the... ...City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn...City National Bank
Beverly Hills, CA16 hours ago$70k - $80k
Bank of America is seeking a Financial Advisor in Beverly Hills, California. This role focuses on providing tailored financial advice and solutions to clients, guiding them to achieve their financial goals. Key responsibilities include triaging client leads, making referrals...- Bank of America is seeking a Financial Advisor to offer top-notch financial advice and tailored solutions to clients in West Hollywood, CA. Key responsibilities include triaging client leads, meeting clients to assess financial goals, and delivering customized brokerage...
- Bank of America in Culver City is seeking a dedicated financial advisor to provide tailored advice and solutions that help clients achieve their financial goals. The advisor will engage with clients to create financial plans and recommend suitable banking and investment...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Strategic Portfolio Advisor, North America. Be the first to apply!
Related searches
- innovation advisor Beverly Hills, CA
- operations advisor Beverly Hills, CA
- solution advisor Beverly Hills, CA
- comfort advisor Beverly Hills, CA
- service advisor assistant service manager Beverly Hills, CA
- care advisor Beverly Hills, CA
- college advisor Beverly Hills, CA
- advisor Beverly Hills, CA
- cultural advisor Beverly Hills, CA
- hvac comfort advisor Beverly Hills, CA