Strategic Portfolio Leader
Bank of Montreal
Bank of Montreal in New York is seeking a seasoned Wealth Sales & Service professional to deliver investment guidance, fiduciary leadership, and comprehensive client service within a multi‑team environment. The role focuses on portfolio management, regulatory compliance, and collaboration with senior leaders to drive business strategy and client outcomes. A strong track record in equity and fixed income markets, along with MBA or Finance certification, is preferred. #J-18808-Ljbffr Bank of Montreal
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Strategic Portfolio Leader in New York, NY vacancy
- ...International Corp. is seeking a Senior Director to lead the Transformation Portfolio Management function, guiding Lighthouse Programs and enterprise portfolio governance. You will ensure strategic investments, measure outcomes, and provide executive visibility across...Suggested
$191.27k - $273.25k
...The Consulting Solutions is seeking an Associate Director to lead the strategic design of Spotify's subscription portfolio. This role involves shaping the architecture of tiers, add-ons, and pricing structures to enhance user experience and drive sustainable growth....SuggestedWork from home- AXIS Capital in New York is seeking a Portfolio Lead to oversee the Claims and Corporate strategic investment portfolios, guiding delivery roadmaps, budgets, and... ...value streams. You will collaborate with Business Leaders, Product Owners, and Release Train Engineers in a...SuggestedWork at office
- Carrier Global Corporation is seeking a PMO Operations & Capability Leader to own the PMO infrastructure, governance, dashboards, and... ...Responsibilities include designing governance standards, maintaining portfolio dashboards and analytics, consolidating #J-18808-Ljbffr...Suggested
- Independence Pet Group seeks a Senior Product Manager to own and improve portfolio performance, profitability, and growth for pet insurance products across brands. You will lead pricing strategy, conduct profitability analyses, and collaborate with Underwriting, Actuarial...SuggestedRemote job
- ...T is seeking a Senior Real Estate Manager to support portfolio strategy and transaction execution across assigned geographies... ...complex transactions, and partners with business leaders to deliver cost-effective, strategic real estate solutions. The position requires a...For contractors
- Mapletree U.S. seeks a senior asset manager responsible for the financial performance and management of a portfolio of commercial office properties across the United States. You will lead asset strategies, oversee leasing efforts, and drive NOI growth through AEIs and effective...Work at office
$235k - $250k
Ares Management Corporation in New York is seeking a Vice President or Principal for Portfolio Management and Treasury functions. In this essential role, you will report to the COO of Alternative Credit and undertake responsibilities that include optimizing liquidity, managing...Flexible hours- InforCapital, partnership is seeking a Vice President, Global Investments to oversee investment strategies across their global portfolio. This role involves conducting comprehensive due diligence on fund commitments, analyzing investment opportunities, and managing client...Remote jobFull time
- Volaris Group is looking for a Portfolio Controller & Treasury Manager to oversee the treasury function and technical accounting processes. This role involves managing cash reporting, intercompany reconciliation, and compliance with IFRS standards. The ideal candidate will...
- • Developing and leading strategic programs and project teams to enable execution, with a focus on robust project management practices... ..., participating in, or attending (as appropriate) project and portfolio review meetings and providing reporting to project sponsors. •...Work at office
$221.9k - $390.3k
...join our Account Success organization. This executive leader will have responsibility for leading, coaching, and scaling... ...Managers (CSMs) within our premium Life Sciences portfolio. Your team will engage strategically with a premier book of enterprise pharmaceutical, biotech...Full time- Blue Cross NC is seeking a Pricing Leader to drive Target Market Price (TMP) strategy across its portfolio in Idaho and beyond. The role partners with Product, Sales,... ...customer behaviors to keep pricing aligned with strategic goals and evolving market dynamics. #J-18808-...
$300k - $360k
...industry executive to join us as the Market Sector Leader to help shape and grow Arup’s Property portfolio across the Americas. The portfolio covers Commercial... ...sector insight into practical growth priorities, strategic pursuits and client engagement plans. Support disciplined...Work at officeRemote workFlexible hoursShift work- Mercor is seeking a strategic finance professional to develop business cases, perform capital allocation analyses, and build scenario... ...planning within a growing operating company, with emphasis on investment appraisals and portfolio discipline. #J-18808-Ljbffr Mercor
- Suburban Consulting Engineers, Inc is seeking a Client Portfolio Manager to oversee client relationships and ensure project success. This role involves developing portfolio plans, managing financial performance, and collaborating with project teams. Candidates should have...Full time
- ...Boy is seeking a Senior Strategy Director to shape the agency's strategic vision and drive innovative content plans that deliver client... .... They will oversee strategic output for a high-value portfolio of clients, take the lead on large pitches, and elevate our creator...
- Ares Management is seeking a Head of Portfolio Compliance to establish and lead the Portfolio... ...platform. The role partners with senior leaders to ensure investment guidelines,... ...applied. The ideal candidate will shape strategic direction, governance, and operating model...
- ...professionals in a remote role with up to 75% travel. You will shape strategic direction via Hoshin Kanri, drive major process and SAP-... ...group of CI specialists. You will collaborate with senior leaders, manage a portfolio of improvement projects, develop and deploy HMS, and use...Remote job
- GE Aerospace in the United States seeks a Private Markets Leader to oversee a portfolio of roughly $45B in insurance investments across primary... ...construction, and manage regulatory considerations while building strategic GP relationships and leading a team of investment...Remote job
- Blue Cross NC is seeking an experienced pricing leader to drive TMP strategy across our portfolio. You will own pricing methodologies, define market-based... ...dynamics, develop dashboards and governance, and provide strategic recommendations to executives, ensuring value for...
- shieldtp is seeking a Strategic Finance leader based in New York, NY to drive financial strategy and operational insights across our portfolio. The ideal candidate will be comfortable with financial modeling and collaborating directly with executives on strategic initiatives...Work at office
- Sanderson King is seeking an AI Engagement Manager to own a portfolio of high-value strategic enterprise accounts. You will lead end-to-end AI and enterprise software implementations, from discovery and scoping through rollout, adoption and expansion. This senior, customer...Work at office
- United States Digital Space LLC seeks a strategic Product Management Leader to drive Group Benefits products (Life/AD&D, STD/LTD, PFML) from design... ...pricing collaboration, and market expansion in a dynamic EB portfolio. You will partner with Actuarial, Underwriting, Legal,...
- A financial institution in New York, NY, seeks an experienced Credit Portfolio Manager for the Institutional Client Group focusing on the Metals & Chemicals sectors. The role involves managing credit account relationships, growing revenue through new business, and providing...
- ...process improvements, and report performance metrics to senior leadership. You will oversee portfolio and project management, monitor risks and milestones, influence strategic initiatives, and guide team performance via regular feedback and reviews, requiring strong collaboration...
- Metropolis Technologies is seeking a Senior Manager, Strategic Partner Marketing to anchor national account partner marketing, leading... ...that grow brand relevance and revenue across premier real-estate portfolios. Embedded inside Partner Success, you will connect enterprise...
- ...Global in New York is seeking a finance leader within our FP&A organization to partner... ...financial performance across our brand portfolio. The position owns budgeting, forecasting... ...trusted advisor to senior leadership on strategic and operational decisions. Lead and mentor...
- ...a growing health team. Anchored on flagship accounts, you will build relationships with producers and reporters, develop strategic recommendations, and mentor junior staff while driving measurable results across a diverse health portfolio. #J-18808-Ljbffr MSL (Global)
- Rudin is seeking a Director of Commercial Interiors to provide leadership across a multi-project portfolio in New York City. The role drives strategic direction from design through construction, ensuring alignment with financial controls, schedules, and reporting while...For contractors
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Strategic Portfolio Leader. Be the first to apply!
Related searches
- team coordinator New York, NY
- inventory team lead New York, NY
- group project manager New York, NY
- market leader New York, NY
- recruitment team leader New York, NY
- team lead data science New York, NY
- digital marketing team lead New York, NY
- underwriting team lead New York, NY
- team leader training New York, NY
- clinical team leader New York, NY