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.
- ...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
- 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
$92.11k - $156.88k
...US RBC 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 companies...SuggestedTemporary workRemote workShift work$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...SuggestedHourly payRemote work- DIRECTV, LLC is hiring a Technical Portfolio Manager - Principal 2 to lead programs that enhance customer experience and drive strategic initiatives. The role entails overseeing financials and executing large-scale portfolios with multiple complex initiatives. The ideal...SuggestedRemote job
$88.8k - $165.6k
...Job Family Group: Commercial Sales & Service Bilingual AVP, Portfolio Manager-Asset Based Lending (ABL) Pacific Rim Note: This position... ...and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth...Full timeContract workPart timeLocal area$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 core execution...Temporary work$44.28 - $75.42 per hour
...Portfolio Manager The Portfolio Manager is part of the credit management team focused... ...credit operations to achieve the Bank's strategic initiatives. Participate in ad-hoc... ...subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services...Hourly pay- ...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
$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 work$110k - $135k
...Strategic Finance Associate Strategic Finance Associate Freeform builds AI-native manufacturing systems that unify software, hardware... ...equity or growth equity experience, particularly at the portfolio company level ~ Experience working in a manufacturing, deep...Full timeCasual workFlexible hours$168.2k - $252.4k
The Aerospace Corporation in El Segundo, CA, is seeking a Portfolio Director for the Software Integration Office. This full-time onsite... ...high-priority projects, development of technical teams, and strategic customer engagement. Ideal candidates will have over 12 years...Full timeWork at officeFlexible hours$63.3k - $117.2k
...00 Crossroads Parkway North Job Family Group: Commercial... ...& Service Treasury Advisor - Treasury & Payment... ...to grow the client portfolio. Analyses trends in overdrawn... ...bank’s high-value and strategic clients, providing... ...largest bank in North America by assets, we provide...Full timeContract workPart timeWork experience placementLocal area$85k - $90k
Job Description: The Portfolio Parking Manager is responsible for overseeing parking operations across all Onni properties. In this... ...sustainability, and customer satisfaction. Our expertise expands across North America, with offices in Vancouver, Toronto, Los Angeles, Seattle,...Full timeFor contractorsLocal area$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 office- ...Merrill Lending Solutions Advisor II Dallas, Texas;Seattle, Washington... .... Acknowledge ( Bank of America employees are required to... ...a credit and derivative portfolio that will generally be greater... ...management, client engagement, and strategic thinking Skills Required:...Work at officeShift workDay shift
$122.54k - $208.72k
Portfolio Manager III - Entertainment & Sports Banking (Corporate) Team *Music Sector What Is The Opportunity? The Portfolio Manager... ...cohesive and effective credit operations to achieve the Bank’s strategic initiatives. Participate in ad‑hoc projects to support the organization...Remote work$19.61 - $24 per hour
...Selling Advisor Salary Range $17.00 - $23.00* Selling advisor Saks Fifth Avenue... ...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...Hourly payFull time$17 - $25.3 per hour
...Selling Advisor Salary Range $17.00 - $25.30* WHO WE ARE: Saks Fifth Avenue is a... ...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...Full time$10 - $35 per hour
...experience with a strong connection to a network of 14 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. YOU WILL BE: Under the...Full time$135k - $150k
...performance tracking, investment evaluation, and strategic recommendations across the equipment... ...opportunities within the equipment portfolio. Support asset management and... ...stages planned or in development - across North America, the UK, Ireland, and Scotland. Some...Work at officeLocal area- Citi is looking for a Senior Portfolio Advisor in Beverly Hills, California. The ideal candidate will have 10+ years of experience in developing investment strategies and strong communication skills. Responsibilities include driving messaging for the CIO Team, collaborating...
- Strategic Advisor (Music & Cultural IP Partnerships) Direct message the job poster from Midas Midas aims to pioneer music event ventures focused on bringing next-generation US and European underground music IP, including underground festivals, artist-led showcases, and...Local area
- An educational nonprofit organization in Los Angeles seeks members for its Strategic Advisory Board. In this advisory capacity, members will provide strategic insights on partnerships, strengthen community engagement, and help connect philanthropic funding. Ideal candidates...
- ...GRI) is searching for a dynamic and experienced professional Portfolio Project Manager (PPM) to establish project management processes... ...supervise the work of others Possesses an ability to think strategically and creatively, to anticipate technology trends, to exercise...Full timeContract work
$180k - $225k
...center of fundraising execution, strategic content development, LP... ...investment philosophy, portfolio construction, performance drivers... ...access to a financial advisor, new parent leave, reproductive... ...employees operating across North America, South America, Europe, Asia...Full timeTemporary workWork experience placementLocal areaFlexible hours$87.61k - $124.85k
Citizens Business Bank is seeking a Portfolio Manager in El Segundo, CA. This role involves managing commercial relationships including loans and deposits, analyzing customer banking needs, and ensuring compliance with bank policies. The ideal candidate will have a Bachelor...- ...National Bank seeks a Relationship Manager II to acquire and deepen client relationships while providing strategic financial advice. The role involves managing a portfolio, ensuring excellent service delivery, and maintaining compliance with regulatory standards. Qualified...
- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California... ...of age. Acknowledge ( Bank of America employees are required to meet all... ...production Experience managing client portfolios and driving growth Proven...Work at officeShift workDay shift
$158.01k - $268.64k
...level operational execution and development and execution of strategic direction of business function activities • Responsible for direct... ...Provision (U.S) Transparency in Coverage Disclosure - North America Northern Trust is committed to working with and providing reasonable...Full timeH1bLocal areaWorldwideFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Strategic Portfolio Advisor, North America. Be the first to apply!
- operations advisor Beverly Hills, CA
- college advisor Beverly Hills, CA
- advisor Beverly Hills, CA
- remote advisor Beverly Hills, CA
- hvac comfort advisor Beverly Hills, CA
- cultural advisor Beverly Hills, CA
- service advisor assistant service manager Beverly Hills, CA
- innovation advisor Beverly Hills, CA
- care advisor Beverly Hills, CA
- solution advisor Beverly Hills, CA

