Senior Portfolio Manager - Client-Focused Growth
Whittier Trust Company
Whittier Trust is seeking a Vice President, Portfolio Manager to oversee client portfolios across equities, fixed income, cash, and alternative assets within approved guidelines. You will participate in department research, present to clients and referral sources, and contribute to firm growth through business development. The role requires a minimum of 10+ years in portfolio management, strong investment research, and excellent client relationships. #J-18808-Ljbffr Whittier Trust Company
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Senior Portfolio Manager - Client-Focused Growth in Los Angeles, CA vacancy
- CLA in California is seeking a Tax Senior to join our tax practice in the SoCal... ...tax engagements, partner with clients for customized advisory services, and lead engagement management with a focus on excellence. We emphasize growth, training, and collaboration within...Senior
- ...family office in the search for a Portfolio Manager at the Vice President or Senior Vice President level. This is an... ...opportunity to join a collaborative, client‑focused team that supports UHNW families... ...broader investment strategy and growth objectives. Key Responsibilities...SeniorFull timeWork at office
- Cathay Bank in Los Angeles seeks a Portfolio Manager to maintain and monitor its commercial loan portfolio and collaborate with the SRM who owns client relationships. You will prepare credit analyses, provide opinions and recommendations on credits, ensure thorough due...Senior
- Cathay Bank seeks a Portfolio Manager to supervise and monitor a commercial loan portfolio, partnering with the SRM to expand relationships... ...compliance with bank policies, and proactive communication with clients to grow business while maintaining standards. #J-18808-...Senior
$135k - $195.35k
...and assurance firm, providing clients with a genuine coast-to-coast... ...lead a highly dynamic team focused on delivering exceptional client... ...(BT) as a Family Office Senior Manager!Our Family Office practice provides... ..., and contributing to the growth and success of the practice....SeniorFull timeWork at officeLocal areaWorldwide- ...in Los Angeles is seeking an experienced investment manager to oversee individual and trust accounts in Private Wealth... ...financial acumen and relationship-building skills, focusing on client retention and portfolio growth. The position offers a hybrid work schedule requiring...SeniorWork at office3 days per week
$175k - $225k
DEPT® is seeking an Executive Director, Client Partnership based in Los Angeles, CA. In this role, you will serve as a trusted advisor to senior client stakeholders, driving growth and innovation in strategic client relationships. You will lead the development of long-...Senior$90k - $120k
...Staffing Partners (BSP) is seeking a Tax Senior / Senior Associate to join their Los... ...successful candidate will prepare tax returns, manage client relationships, and mentor junior staff... ...culture aimed at professional growth. #J-18808-Ljbffr Bancroft Staffing Partners...SeniorWork at office$141k - $290k
...not just in their professional growth, but also in their ability to lead... ...for talented tax leaders at the Senior Manager level to join our growing firm! A Private Client Services Tax Senior Manager... ...a public accounting firm with a focus on high-net-worth individuals, privately...SeniorImmediate startFlexible hoursWeaver
Pasadena, CA14 hours ago$33 - $45 per hour
...Beverly Hills, is looking for a dedicated Personal Injury Case Manager. This full-time position requires at least 2 years of experience... .... Candidates must be detail-oriented, proactive, and excel in client communication. The role involves case management, confirming coverages...SeniorHourly payFull timeWork at office$200k
NorthCoast Asset Management in Los Angeles is looking for a Wealth Advisor, Vice President to manage high-net-worth clients. You’ll inherit an established clientele and focus on developing relationships and driving revenue growth without sourcing new clients. The ideal...Senior- ...Job Description Job Description Portfolio Manager (Senior/Vice President level depending on experience... ...What You’ll Do Directly manage client investment portfolios Implement asset... ...relationships Contribute to growth through referral engagement and select...Senior
International Search Consultants
Los Angeles, CAmore than 2 months ago $85k - $105k
Tax Senior - Real Estate - Public Accounting Salary: $85k-$105k Location... ...a strong real estate tax focus to manage tax engagements for real... ...while maintaining high-quality client relationships.Key ResponsibilitiesCompliance... ...and support professional growth.Cross-Functional...SeniorLocal area$110k - $135k
...Job Description Job Description Growth Marketing Manager (Legal/Client Acquisition) Location: Downtown Los Angeles, CA (Onsite) Compensation... ...including Personal Injury and Employment Law. This role is focused on increasing signed cases and improving marketing ROI,...Local areaLegal Industry
Los Angeles, CAmore than 2 months ago$68k - $170k
Senior Specialist, Fund/Client Accounting ManagerAt BNY, our culture allows us to run... ...better and enables employees’ growth and success. As a leading... ..., Fund/Client Accounting Manager, to join our Integrated Middle... ...-solving abilities with a focus on operational excellence...SeniorTemporary workWork at officeWorldwideFlexible hours$163.2k - $220.8k
...to technology, life sciences, and other growth enterprises worldwide. We represent companies... ..., we are committed to providing our clients with both exceptional legal counsel and... ...improvements in how we work. We are seeking a Senior Manager to support the execution of our feedback...SeniorFull timeImmediate startWorldwide- U.S. Bank seeks a Private Wealth Management professional to manage individual and trust account assets and cultivate client relationships. You will align portfolios with client objectives and drive growth within PWM. The role emphasizes deep investment expertise, strong...Senior
- Job Summary:The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services to our high net worth clients... ..., especially the ability to meet project deadlines with a focus on detailsAbility to successfully multi-task while working...SeniorWork at office
- Starr Companies in Los Angeles seeks a Senior Underwriter for Construction to lead underwriting and growth of our construction portfolio on the West Coast, with focus on Southern California. The role blends technical underwriting with business development across a dynamic...SeniorFull time
$140k - $160k
...company in Los Angeles is seeking a Senior Director of Sales & Marketing to drive growth initiatives and revenue expansion.... ...and marketing experience with a focus on technology solutions. Responsibilities... ..., and maintaining exceptional client relationships. This position...Senior$160k - $197k
...advisory services across California and the United States, focusing on energy transition growth and decarbonization pathways. With a competitive... ..., a PE license in California, and strong expertise in managing client relationships and projects. #J-18808-Ljbffr Mott MacDonaldSenior- About this role:Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager within the Commercial Banking Group. This is a great opportunity to work... ...legally protected characteristic.Employees support our focus on building strong customer relationships balanced with...SeniorFull timeWork experience placementWork at officeRemote work
- RSM US LLP is seeking a Tax Partner to lead client service, growth, and leadership across the Tax line of business. This role focuses on delivering high-quality tax solutions, deepening client relationships, and developing teams. You will guide engagements across capabilities...Senior
- WSP in the U.S. is looking for an experienced Environmental Client Service Leader in the greater Los Angeles Area to lead environmental business strategy focused on growth and client service excellence. This role involves expanding WSP’s presence in Southern California...SeniorLocal area
- Manatt, Phelps & Phillips, LLP is seeking a Senior Manager of Legal Recruiting to execute a national strategy focused on lateral associates and associates across Los Angeles... ...The role reports to the Director of Strategic Growth, Legal, and collaborates with group and unit...Senior
- ...Business Development professional to drive growth within the luxury hospitality space .... ...traditional sales role—this position is focused on relationship building, industry influence... ...Like Bringing in new high-value clients Creating long-term partnerships Becoming...Senior
JMI Resource
Los Angeles, CA13 days ago - ICW Group is seeking a Senior Business Development Underwriter to develop and grow a profitable... ...cross-sell opportunities, and leadership in driving growth with a focus on agency relationships and profitability. Travel to meet clients is required. #J-18808-Ljbffr ICW GroupSenior
- Scribd, Inc. is searching for a Senior Product & Lifecycle Growth Marketer located in Los Angeles, California. This role involves ownership of marketing for Everand and Fable, focusing on defining and executing the go-to-market strategies for product launches and campaigns...SeniorFlexible hours
- ...Los Angeles seeks a Tax Partner to lead client service, growth, specialist, or leadership... ...for the Tax line of business. This role focuses on delivering high-quality tax solutions... ...ideal candidate will guide engagements, manage profitability, and apply rigorous ethics...Senior
- ...Candidates must have a current C.N.A. certification in California and preferably experience in long-term care. Benefits include health insurance, paid time off, retirement plans, and a supportive work culture focused on employee growth and stability. #J-18808-Ljbffr LAJHealthSenior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Portfolio Manager - Client-Focused Growth. Be the first to apply!
Related searches
- funding manager Los Angeles, CA
- equity portfolio manager Los Angeles, CA
- fixed income portfolio manager Los Angeles, CA
- portfolio manager Los Angeles, CA
- senior portfolio manager Los Angeles, CA
- equity fund manager Los Angeles, CA
- fund accounting manager Los Angeles, CA
- hedge fund manager Los Angeles, CA
- director client management Los Angeles, CA
- director of client services Los Angeles, CA