Senior Investment Counselor & Portfolio Manager
Ultimate Staffing
Ultimate Staffing in Pasadena, CA is seeking an Investment Counselor / Portfolio Manager to help high-net-worth clients reach long-term financial goals through personalized investment management and guidance. The role emphasizes wealth management, asset allocation, and portfolio construction, with collaboration across internal teams and external advisors. A competitive salary with bonus potential and comprehensive benefits is offered. #J-18808-Ljbffr Ultimate Staffing
- ...strong momentum and a clear path to Managing Director for high performers.About the Role:The Portfolio Strategy & Value Lead is the most senior Accenture leader on a Reinventive Enterprise... ...governance forum and facilitate investment sequencing and prioritization across...SeniorLive inWork at officeLocal area
- Verdantas is seeking a senior Portfolio Manager for solid waste engineering in California, focusing on landfill expansions, closures, and environmental infrastructure. The role anchors client relationships, project delivery, and multidisciplinary team leadership across...Senior
- JLL is seeking a Group Account Executive to develop and implement portfolio strategies across healthcare client accounts. You will lead high-performing teams, align internal and client objectives, and manage diverse contract models while maintaining account health and...SeniorContract work
$126.2k - $176.68k
Bank of Marin, a recognized employer, is seeking a Senior Portfolio Manager to oversee middle market underwriting and credit management in Rancho Cordova. Responsibilities include managing a diverse portfolio while enhancing customer relationships and supervising junior...Senior- State Teachers' Retirement System is seeking a Portfolio Manager to lead Private Asset Operations within the Investments Branch. This role focuses on scalable, risk-aware... ...operational modernization while presenting to senior leadership. #J-18808-Ljbffr State of...Senior
- Founded in 1985, Kape Property Management is an established, successful and stable real estate management firm in Southern California.... ...conductor orchestrating the symphony of daily operations at a unique portfolio of multifamily and HOA properties located in the Los Angeles...SeniorWork at office
- LaSalle Network seeks an experienced Fund Manager to oversee fund accounting and financial reporting for a portfolio of investment funds. You will serve as the primary client contact ensuring accurate reporting and timely deliverables. The ideal candidate has at least...Senior
$5,369 - $7,719 per month
Department of Rehabilitation in Eureka, California seeks a Senior Vocational Rehabilitation Counselor (Qualified Rehabilitation Professional) to deliver VR services. The role includes determining eligibility, prioritizing services, and developing the IPE for consumers,...Senior- .... Base pay range Direct message the job poster from California Department of Rehabilitation Responsibilities A Senior Vocational Rehabilitation Counselor, Qualified Rehabilitation Professional (SVRC, QRP) facilitates the effective delivery of services to consumers in...SeniorFull time
$1,000 per month
...teams in Initial Consultations to facilitate potential client investment and understanding in Crimson’s products and services Assist with... ...planning and organisational skills; experience in project management, event coordination, and product management a plus Strong written...SeniorFull timePart timeSummer workLocal areaRemote workFlexible hours- Napa County is seeking an experienced Alcohol & Drug Counselor III to join Behavioral Health within the Health and Human Services Agency. The counselor provides advanced clinical counseling and community-based services, including individual, family, and group counseling...Senior
- The Senior Regional Admissions Counselor serves as a key member of the Undergraduate Admissions team in a remote capacity, responsible for developing... ...building, and data-informed decision-making to effectively manage a remote recruitment territory. The counselor will serve...SeniorSummer workWork at officeRemote workVisa sponsorshipNight shift
$5,369 - $7,719 per month
Job Posting: Senior Vocational Rehabilitation Counselor, Qualified Rehabilitation Professional Department of Rehabilitation... ...general supervision of the Team Manager, Supervisor I, the Senior... ...individuals with disabilities. We invest in the future through creativity, ingenuity...SeniorPermanent employmentFull timeTemporary workWork at officeRemote work- ...Riverside Department of Animal Services is seeking to fill a Senior Animal Services Counselor vacancy at the San Jacinto Valley Animal Campus. Travel... ...pertaining to animal intake and outcomes; oversee the management of difficult to place animals; function in stressful...SeniorDaily paidTemporary workTraineeshipWork at officeLocal areaFree visaMonday to FridayShift work
- The County of Riverside is seeking a Senior Animal Services Counselor for the San Jacinto Valley Animal Campus. This lead position guides staff, volunteers, and partners to promote humane animal outcomes through adoptions, enrichment, and rescue placements. You will conduct...Senior
$150k - $200k
...opportunity Employment Type: Full-Time About the Opportunity A well-established, independent wealth management firm is seeking an experienced Investment Counselor / Portfolio Manager to join its team. This role is ideal for a relationship-driven investment professional...Full timeWork at officeLocal area- ...experts with access to the most robust portfolio of capabilities and ecosystem relationships... ...mindset doesn’t happen by chance. We invest in training and development in a big... ...responsibilities of the Investment Banking Consulting Senior Manager may include:Lead the design, execution,...SeniorLive inWork at officeLocal area
$102.36k - $190k
About the Role:A Trust Portfolio Manager provides expertise in the management of trust and investment relationships, utilizing effective investment solutions that maximize the return on investment of assets under management and meet fiduciary objectives.Proven ability...Full timeWork experience placementWork at officeImmediate start- Rosendin Electric, Inc. is seeking a Senior Manager, Strategic Investments to lead identification, evaluation, and execution of strategic equity opportunities that support Rosendin's long-term growth. The role partners with executive leadership, strategy, and business-unit...Senior
$16.67k - $25k
...Final Filing Date: 11/4/2026 The CalSTRS Investments Branch is seeking an experienced individual to work as a Portfolio Manager on the Investment Operations team. Investment... .... Under the general direction of the Senior Head of Investment Operations and Services,...Seasonal workWork at officeRemote workRelocation packageFlexible hours- ...drive ecosystem growth. Identify and evaluate high-potential investment opportunities and strategic partnerships at the intersection... ...and incubate new businesses. Work directly with senior management across global and domestic games markets. Work in a team with...SeniorWork experience placement
- ...LLC is seeking a Lead Fund Accountant to own the accounting and reporting for multiple private equity funds, working closely with senior finance leaders. The role is hands-on and senior-level, with broad exposure to fund accounting, investor reporting, valuations, and...Senior
$110k - $150k
...Type Full-time Description Under general supervision and in collaboration with relationship management team, maintains a commercial loan portfolio of secured and unsecured loans and lines of credit; provides a superior level of customer service to all current...Full timeWork experience placementBank staffLocal areaVisa sponsorshipWork visa$150k - $170k
...We are seeking an experienced Fund Manager to oversee fund accounting and financial reporting activities for a portfolio of investment funds. This individual will serve as a key point... ...Review and mentor fund accountants and senior fund accountants, providing technical...- U.S. Bank in Sacramento, CA is seeking a Relationship Banker to build client relationships, assess banking needs and provide financial solutions. You will open accounts, process transactions and guide clients through digital banking tools. Responsibilities include opening...Senior
$65.1k - $113k
...Senior Fund Administrator CLA is a top 10 national professional services firm where... ...business/organization operations. Competent in management of multiple clients, software, and chart... ...complex account reconciliations (investments, debt, industry specific, etc.) Prepares...SeniorWork at office$193.6k - $254.1k
...shareholder! YOUR NEXT OPPORTUNITY: Rosendin is seeking a Senior Manager, Strategic Investments to lead the identification, evaluation, and execution... ..., and best practices Monitor strategic investment portfolio performance and identify opportunities to maximize strategic...SeniorFor contractorsLocal areaFlexible hours- ...Personally cultivate, solicit, and close major gifts, including transformational and leadership-level donations Manage and grow a portfolio of major donors with individualized engagement, recognition, and stewardship strategies Develop and execute strategies...
- ...Security Specialist IV at Edwards AFB, CA to provide admin and personnel security support for the site security department and to manage clearances, badges, and reinvestigations. The role requires Top-Secret clearance eligibility for SCI and SAP indoctrination and entails...SeniorWeekend workAfternoon shift
$126.2k - $176.68k
Bank of Marin, voted by our employees as one of the “Best Places to Work” in the North Bay Business Journal, is seeking a Senior Portfolio Manager to join our Commercial Banking Office on-site in our Rancho Cordova office. The Senior Portfolio Manager is responsible for...Work experience placementBank staffWork at office
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