Wealth Portfolio Manager: Growth & Client Impact
Black Diamond Financial, LLC
Black Diamond Financial, LLC in Lutherville, MD is seeking a Portfolio Manager to collaborate with the leadership team on portfolio management and client service activities. The role requires strong investment knowledge, analytical skills, and the ability to effectively communicate with clients. The ideal candidate will have over 4 years of experience, a degree in finance or related fields, and should preferably hold a CFP, CPA, or CFA designation. This role offers significant opportunities for upward mobility within a dynamic, employee-owned firm focused on client success and fiduciary duties. #J-18808-Ljbffr Black Diamond Financial, LLC
$50 - $72 per hour
...Join to apply for the Real Estate Portfolio Manager role at GloballyHired 6 days ago Be among the first 25 applicants Join to apply... ...skills, and has a proven track record of driving portfolio growth. What We’re Looking For -5–7 years of experience in real...SuggestedHourly payPermanent employmentTemporary workImmediate start- Enterprise Community Partners is seeking an Assistant Property Manager to oversee day-to-day property operations in Towson, MD, ensuring a safe, attractive living environment and high resident satisfaction. The role includes managing leases, rents, and compliance while...SuggestedMonday to Friday
$56.8k - $85.2k
...InfoSystems, LLC in Hunt Valley, MD is looking for an Account Manager. The successful candidate will demonstrate strong customer service... .... Responsibilities include conducting business reviews with clients, ensuring timely service delivery, and resolving customer issues...SuggestedRemote job$90k - $110k
...where employees can grow, make an impact, and build rewarding careers.... ...in supporting relationship managers by facilitating the underwriting... ..., fostering both professional growth and operational excellence... ...calls when appropriate, fostering client relationships and promoting...SuggestedBank staffWork at officeRemote work- Brightview Senior Living is seeking an Asset Manager to optimize performance of our senior living real estate portfolio. In this role, you will analyze... ...a collaborative, mission-driven culture with training and growth while making a measurable impact on seniors’ lives.Suggested
$21 - $25 per hour
...Enterprise Property Management AssistantEnterprise is a national nonprofit that exists to... ...ground, aggregate and invest capital for impact, advance housing policy at every level of... ...where you're valued and supported in your growth journey.Enterprise offers career...Flexible hours$120k - $140k
...new opportunity for a Asset Manager based at our Home Office in Baltimore... ...Brightview Senior Living’s portfolio of communities by partnering... ...trends, variances, rate of growth and operational KPIs while... ...where you can make a meaningful impact, we'd love to hear from you!...Work at officeHome office$150k
Industry/SectorAsset and Wealth... ...OpportunityAs an Asset & Wealth Management Tax Director, you will guide clients through the complexities... ...development efforts, making impactful decisions and overseeing... ...crucial in driving business growth, shaping the direction of...Full timeH1b- ...career at Pelican is a commitment to the future, an investment in growth and opportunity, and a desire to honor the work-life balance.... .... Job Summary The role of a successful Property Manager at Pelican is for an individual with an entrepreneurial spirit....Work at officeRemote work
- ...This role involves partnering closely with executive leadership, managing budgeting and forecasting, and ensuring compliance with... ...offers strong compensation with a hybrid work schedule, stable growth opportunities, and the chance to influence the finance function...
- Envolve LLC is seeking a Portfolio Manager to oversee residential communities in Maryland and the DC area. You will recruit, hire, train, supervise, and evaluate site staff, while partnering with the Accounting Department to ensure timely financial statements. Responsibilities...
$124k - $335k
Industry/SectorAsset and Wealth... ...Tax - Real Estate Senior Manager, you will play a pivotal role in guiding our clients through the complexities... ...skills and professional growth- Collaborating with diverse... ...qualified applicants that are impacted by the Los Angeles County...Full timeH1bLocal area- ...innovation, and are eager to make an impact. Whether you are starting out... ....EisnerAmper is seeking a manager to expand our Real Estate Tax... ...serves a wide range of clients with specific needs including... ...join a high-performing, high-growth team while working with complex...Full timeWork at officeLocal area
- ...belief that economic growth should benefit the entire... ...can make a meaningful impact on Baltimore’s future.... ...Transactions & Asset Management leads development and... ...physical assets within BDC’s portfolio, working across all... ...supporting community wealth-building, preserving...
- ...job description:Underwrites credit exposure for CCB clients and actively manages a Middle Market or CML portfolio. Includes day-to-day client interaction, managing... ...the PM platform as a whole.Nature and Area of Impact, including Risk: Must deliver solid credit and underwriting...Full timePart timeShift workDay shift
- Sage Ventures, LLC is seeking aDirector of Asset Management to lead the asset management function for a multifamily portfolio. The role focuses on strategic oversight of asset performance, financial analysis, capital planning, and alignment with business plans to maximize...
$171.6k - $338.3k
...Transactions team helps guide clients through their most... ...transactions creating lasting impact.Industry-leading clients... ...You’ll DoAs a Senior Manager you will:· Develop real estate portfolio optimization strategies·... ...ID 365085 Strategy, Growth, and Transformation |...Contract workLocal areaVisa sponsorship$175k - $275k
...premier global asset management organization with more... ...meaningful partnership so our clients can feel more... ...opportunities to create real impact at work and in your... ...you. Role SummaryThe Portfolio Manager will join the... ...portfolio solutions for the wealth management channel,...Full timeLocal areaRemote workWork from homeShift work1 day per week- ...innovation, and are eager to make an impact. Whether you’re starting out in your... ...EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are... ...the aptitude to foster professional growth within our staff. This position offers...Full timeTemporary workPrivate practiceWork at officeLocal area
- ...innovation, and are eager to make an impact. Whether you are starting out in... ...goals. EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking... ...the aptitude to foster professional growth among our staff. This position offers...Full timeTemporary workPrivate practiceWork at officeLocal area
$124k - $225k
...a premier global asset management organization with more... ...meaningful partnership so our clients can feel more confident... ...to create real impact at work and in your community... ...you. Role SummaryThe Wealth Services team is... ...while supporting business growth. This role balances day...Full timeWork experience placementLocal areaRemote workWork from home1 day per week$80k
...Settlement Coordinator to be responsible for the management and oversight of residential and... ...-related documentation and processing client files. Reviewing HUDs for accuracy is one... ...by core values of integrity, continuous growth, and a passion for our work, we believe...Full timeContract workTemporary workWork at officeMonday to Friday$122k - $209k
...world. As a premier global asset management organization with more than 8... ...partnership so our clients can feel more confident. We believe... ...opportunities to create real impact at work and in your community... ...processes, including research, portfolio construction, trading, and...Full timeWork at officeLocal areaRemote workWork from home1 day per week- ...seasonings industry, is seeking a full-time Investor Relations Manager . This new hire will work in McCormick's Global Headquarters ,... ...and our culture, which is built on respect and opportunities for growth, there are many reasons to join us at McCormick. #J-18808-...Full timeWork at officeWorldwide
- ...your skills in a fast-paced environment while contributing to impactful marketing initiatives. Duties Develop and implement digital... ...Ads, Facebook, X, LinkedIn, Instagram, CoStar and LoopNet. Manage website content through platforms like WordPress and content management...
$61k - $119k
...where you can help your clients achieve their goals... ...including investments for growth, insurance for protection... ...you have a bigger impact on your clients and community... ...'s unique needs Manage your client's financial... ...and Northwestern Mutual Wealth Management Company® (NMWMC...Full timeContract workFor contractorsWork at office- ...employee health & benefits, retirement, and private client insurance solutions. As a Senior Account Manager on the Business Insurance team, you will manage... ...recommendations, and negotiate with carriers to drive growth. You will mentor Client Service Associates and contribute...Local area
- ...Long-Term Rental Financing. DFS empowers clients to scale their businesses through... ...project outcomes. We are seeking experienced Portfolio Managers to take ownership of a portfolio of... ...Efficiency, Risk Management & Compliance Your Impact Own the resolution strategy for a...Temporary workRemote work
- ...of our commitment to helping clients own their financial futures.... ...and create meaningful impacts into the lives of the people... ...comprehensive training through Wealth Management University, a four‑week virtual... ...future. We champion your growth through meaningful work, continuous...
$50k
...where people come first. With over 9 million clients and 20,000 financial advisors across the... ...is our purpose: We partner for positive impact to improve the lives of our clients and... ...No ceiling to your earning potential and growth, and your compensation is tied to the effort...Work at officeWork from homeHome officeFlexible hours
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