Client Portfolio Manager: Hybrid Multi-Asset & ETF Strategy
Franklin Templeton
The Client Portfolio Manager (CPM) role at Franklin Templeton Investment Solutions (FTIS) supports western U.S. growth by applying investment insights, portfolio strategy, and market views to Retail Advisor Channel offerings. You will be a subject matter expert on investment strategy, collaborate with internal teams, and travel up to 50% to assist business development and client meetings across major West Coast markets. #J-18808-Ljbffr Franklin Templeton
$150k - $200k
...forward thinking asset manager, we build... ...relationships with clients, understand... ...cutting edge strategies and deep insights... ..., and multi-asset strategies... .... The Client Portfolio Manager (CPM)... ...Portfolios and ETFs by representing... ...Schedule & Location Hybrid work schedule...AssetWork experience placementLocal area- ...HybridWe are seeking a Senior Portfolio Manager to support the Neurovascular... ...Marketing team.This role is hybrid in Fremont, CA.What you will... ...and the strategic assets of the organization to maximize... ...a publication and messaging strategy that aligns with clinical evidence...AssetFull timeFor contractorsWork experience placement
- ...seeking a highly motivated Global Portfolio Manager to join our team,... ...business objectives.This is a hybrid role based out of Fremont, CA... ...competencies and strategic assets.Partner with Clinical Affairs... ...research papers, etc.).Authors key strategy documents: strategic plan,...AssetFull timeFor contractorsWork experience placementWork at office3 days per week
- ..., a leading medical device company, is seeking a Global Portfolio Manager to drive strategy for neurovascular devices including thrombectomy and embolization... ...to commercialization and maximize market adoption. This hybrid role is based in Fremont, CA with an in-office...SuggestedWork at office3 days per week
$69k - $127.8k
...life. Our Purpose informs our strategy, drives our ambition, and... ...credit solutions in an assigned portfolio of clients. Makes credit decisions and... ...making recommendations to manager. Supports portfolio monitoring... ...business strategy, protect assets, and adhere to applicable...AssetContract workPart timeWork experience placementWork at officeLocal area- A professional organization in the insurance sector seeks a Client Success Manager in San Ramon, CA. The role involves managing relationships with... ...communication. The successful candidate will work in a hybrid model and contribute to enhancing member satisfaction through...
- ...Fremont, California is seeking a Senior Accounting Leader to manage all accounting operations, including GL, cost accounting, and fixed assets, while ensuring GAAP compliance. This role reports to the CFO in a hybrid setting, with three days in the office and two days...AssetWork at officeRemote work
$164.5k - $234.5k
...the recruitment and retention strategy while ensuring adherence to... ...methodology for delivering the portfolio of studies within the defined... ...) Utilization of key data assets Creation of targets or key performance... ...in electronic data management. Experience reducing both patient...AssetWork at officeLocal areaWorldwideFlexible hours- A property management firm is seeking a multi-site apartment property manager to oversee approximately 500 apartment units. The successful candidate will manage communications with clients, drive leasing performance, and lead a team of leasing and maintenance staff. The...Full time
- ...A Day in the Life of a Client Relationship Manager As a Client Relationship Manager, you are the backbone... ...supporting our sales team and sales strategy, contributing your expertise and... ...collateral, and events. You are a valuable asset, supporting the sales team and...AssetWork at officeLocal areaNight shift
- ...Client Service ManagerThe Client Service Associate... ...supporting the Wealth Manager by delivering excellent... ...financial plans, conduct portfolio reviews, and develop... ...as retirement income strategies, stock-based compensation... ...reports, and asset allocation summaries.Help...AssetInternship
- A real estate firm is seeking a multi-site apartment property manager to oversee approximately 500 apartment units. The ideal candidate will have over 4 years of property management experience and should excel in communication and team management. Responsibilities include...
- ...Director of Development to own the organization’s fundraising strategy, reporting to the Executive Director and President, leading all... ...health of a mission that transforms lives globally. This full-time, hybrid role is based in Danville, CA, providing an opportunity to lead...Full time
$140k - $190k
Jobot is seeking a Family Law Associate Attorney for a hybrid role in Menlo Park or San Ramon, CA, with a salary range of $140,000-$190... ....D. and has 1-5+ years of family law experience, including high-asset divorce and custody cases, and is proficient in #J-18808-Ljbffr...Asset- ...Business Operations & Strategy to serve as a central... ...operational execution, portfolio management, partnerships, and commercialization... ...Portfolio strategy & asset development planning (... ..., annual plans, and multi-year growth... ...401(k) Flexible PTO Hybrid work environment Opportunity...AssetFlexible hours
$100k - $160k
...Operations and Investor Relations Manager Location: San... ...Employment Type: Full-Time – Hybrid While professional... ...executing 1031 exchanges, asset management, real estate portfolio analysis, and consulting.... ...enrollment, personnel records, and multi-state employment...AssetFull timeSeasonal workLocal areaRemote work$66k - $75k
...with an attractive incentive bonus plan. Responsibilities include managing new business submissions, ensuring compliance, and marketing to... ...and marketing skills, with a bachelor's degree preferred. Hybrid work options and professional development opportunities are also...Full time- Eden Housing, Inc. is seeking an Asset Manager to monitor the financial and operational performance of its portfolio, benchmarking, and relationships with investors and lenders... ...central office staff to implement long-term strategies that #J-18808-Ljbffr Eden Housing, Inc.AssetWork at office
- ...practices and affiliate brands. You will manage calendars, track projects, coordinate content, and maintain digital assets in a fast-paced, multi-location environment. The role requires... ...communication skills. It is a hybrid position with remote work, office presence...AssetWork at officeRemote work
$165k - $250k
Kennedy Jenks is seeking an experienced Client Service Manager in Northern California to strengthen... ...leadership role, you’ll work across client strategy, business development, team leadership... ...work-life balance and utilizes a hybrid model of home and office work, with a...Work at officeWork from home2 days per week$120k - $150k
...success through shared goals, strategies, resources and technology solutions... ....Senior Platform Engineer (Multi-Cloud & AI Adoption)As a... ...Platform (IDP). You don't just manage cloud resources; you build the... ...believe employees are our greatest asset and we empower them to make a...AssetFull time- Taconic Biosciences, a leading life sciences company, is seeking a Client Relationship Manager to support our sales teams across the San Francisco Bay Area, Oregon, and Washington. This hybrid role requires building strong relationships with diverse buying personas, developing...
- ...to offer a fantastic Senior Client Services Manager/Project Manager opportunity to drive our sales strategy for water reuse engineering... ...for defining and advancing multi-year growth strategies for priority... ...markets.Lead large, complex portfolios with significant revenue and...Full timeTemporary workShift work
$140k - $190k
...Details Family Law Associate Attorney - Hybrid Menlo Park or San Ramon! This Jobot Job... ...values are centered around our people and our clients. We believe that putting your employees... ...firm is known for handling complex, high-asset family law matters with a highly...AssetWork at officeLocal areaFlexible hours$70 - $73 per hour
...Responsibilities include coordinating with teams across different time zones and performing system management activities. The position is a contract role with a pay rate of $70-$73/hr and a hybrid work model that requires occasional travel. #J-18808-Ljbffr Infinity OutsourcingContract work- ...comprehensive technology strategy that aligns with... ...enterprise asset by leading analytics... ...Enterprises’ technology portfolio. Transform the... ...broadcasts across multi‑platform... ...Design and implement hybrid cloud strategies supporting... ...execution. Manage geographically distributed...AssetRemote work
$7.5k
...worked at the frontier of applying AI/ML to investment management. We have become a multibillion-dollar asset manager, and we have ambitious goals for the future... ...technology professionals. You will be working with strategies that are at the forefront of machine learning and...AssetWork at officeLocal areaRemote work$180k - $212k
O’Shaughnessy Asset Management (OSAM) is part of Franklin... ...cutting-edge strategies and deep insights... ...with clients. OSAM is a leading... ...client data and portfolio performance. Ideal... ...production-grade multi-agent systems using... ...this time.This is a hybrid role requiring individuals...AssetFull timeLocal areaWorldwideWork visa3 days per week$50k - $80k
...Client Manager We are seeking a strategic, consultative Client Manager to help... ..., analytics, and growth strategy. As the primary advisor for your portfolio, you will help clients leverage... ...your day to day Location Hybrid in one of our offices: Lafayette...Work experience placementSummer workRemote workFlexible hours- ...Description: Job Title : Client Success Manager Reports To : Senior Client Success Manager FLSA Status : Exempt The Company... ...to no direction from management, proactively: Drive strategy with internal stakeholders to ensure that client satisfaction...Contract workWork at office
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