Portfolio Manager High-Net-Worth Investments
Empirical Wealth Management
Empirical Wealth Management, LLC is looking for a talented Portfolio Manager in Newport Beach to join a leadership team that collaborates with executives, trading, and advisors. You will directly engage with clients and guide investment strategies for high-net-worth individuals and businesses. The role emphasizes portfolio rebalancing, performance reporting, and due diligence on new investments, with strong emphasis on client communication and rigorous research. #J-18808-Ljbffr Empirical Wealth Management
- ...relationships with client families across generations. We serve ultra-high-net-worth families across investment advisory, tax, estate planning, and risk management, and we're looking for a Portfolio Manager who operates as a trusted partner to those families. The role...High net worthWork at office
$200k - $250k
...Empirical is an independent RIA managing almost $8 billion in AUM... ..., Los Gatos and Fort Worth. Empirical provides... ...integrated strategy of investments + tax + financial planning to high-net-worth individuals, families... ...are seeking a talented Portfolio Manager to join our team...High net worthWork experience placement- ...responsible for working with complex, high‑net‑worth investors to create customized investment strategies. Key responsibilities... ...evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation...High net worthWork experience placementWork at officeFlexible hoursShift workDay shift
- ...About This RoleApollon Wealth Management is seeking a Director of Alternative Investments to join its Investment Management... ...investment adviser serving high-net-worth individuals, offering proprietary... ...financial advisors with portfolio construction for high-net-worth...High net worthRemote work
- ...model outputs and financial reporting) Work with the VP, Asset Management to determine and document decision rights over assumptions and... ...impact of key operational and market drivers on project and portfolio returns Strategic Budget Alignment - Lead the annual project and...SuggestedWork experience placementShift work
- ...alternative application process. Investment Manager Full Time Professional... ...ideal candidate will be a highly capable investment... ...managers. Assist with the portfolio construction, reporting, and... ...wealth management needs of high-net-worth individuals and institutional...High net worthFull timeCurrently hiringRemote work
- ...Advisor is a senior relationship leader responsible for managing a significant book of high-net-worth and complex client relationships, delivering... ...client needs, independently navigate complex planning and investment situations, and bring together the appropriate internal...High net worth
$95k - $110k
...Description CRMG, a commercial and residential management group, is in search of a seasoned Senior Portfolio Manager to provide strategic leadership. This is a high-impact role ideal for a results-driven professional with deep experience in asset and property management...Work at officeLocal areaMonday to FridayFlexible hours- ## Description**Position Overview**The Portfolio Manager of Collections and Workout oversees the post-closing health of the small business loan... ...Experience within a CDFI, credit union, or community bank is highly preferred.* **Financial Acumen:** Strong proficiency in...
- ...that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow... ...with offices in Austin, Fort Worth, Houston, Richardson, Plano and... ...Overview of Position The Sr. Portfolio Manager role is positioned within Credit...Work at officeImmediate startDay shift
$131.3k - $237.35k
...Leidos' Defense Systems is seeking a talented Portfolio Manager to join in on the cutting-edge working happening in our Indirect Fire Protection... ...Huntsville - North Alabama area. Preferred Qualifications: Highly organized and responsive, demonstrating the ability to work...WorldwideRelocation$100k - $200k
...its own capital, trading strategies, and risk management methodologies to provide liquidity to worldwide... ...market making firm, and a bourgeoning investment adviser. Overview DV Trading is seeking an experienced, high-performing trader to deploy and scale profitable...WorldwideFlexible hours$7.5k
...an online career resource for real estate management professionals and employers. Job Posting Sep. 16, 2026 SENIOR PORTFOLIO MANAGER The Senior Portfolio Manager is... ...com Qualifications for the Position: High School Diploma or GED with a minimum of 5 years...Temporary workWork at officeLocal area- ...Chief Investment Officer (CIO) Location: In-Person,... ...Firm Assets Under Management: ~$1.5 Billion Client... ...investment strategy, portfolio construction, manager... ...CIO will operate as a highly hands-on individual contributor... ...to ultra-high-net-worth families. Portfolio...High net worthWork at office
- Huntington Bank is seeking a Director for Corporate, Specialty and Government PM to oversee a portfolio of commercial loans. You will underwrite complex credits, monitor risk, and manage portfolio administration while collaborating with Relationship Management, Credit...
- Grimes & Company Wealth Management is expanding its advisory team and seeking an experienced Financial Advisor to serve high-net-worth clients across the country. The role focuses on developing... ...financial planning, and guiding investment decisions with fiduciary care. You...High net worth
- Kestra Financial, Inc. seeks an experienced Portfolio Manager to oversee fiduciary and investment management accounts, aligning strategies with client objectives... ...with Trust Officers, advisors, and clients to craft high-quality investment solutions and ensure prudent...
- InforCapital is seeking a Portfolio Management Principal in New York to oversee a diversified credit investment portfolio, including direct lending. You will lead portfolio analytics, reporting, and risk assessment, and work closely with portfolio managers, sector analysts...
$150k - $170k
...a few years, grew to also provide data management solutions to ambulatory organizations. ELLKAY... ...strategy. Job Description: The Sr. Portfolio Manager, Global Delivery will be responsible... ...Healthcare CIO (CHCIO) credentials are highly desirable. Core Skills: Exceptional...Full timeWork at officeLocal areaRemote work$99.64k - $134.8k
The AVP, Senior Portfolio TA&A SME, is responsible for providing technical support to Technical Accounting teams, managing entities and portfolios, and ensuring effective governance and... ...This role is responsible for ensuring high-quality service delivery across core operational...Contract workTemporary workRemote workWorldwide2 days per week3 days per week- Harvard Graduate School of Education (HGSE) ORA seeks a Senior Research Portfolio Manager to oversee a portfolio of PIs and centers, managing pre- and post-award activities, contracts, gifts, and non-grant funding while ensuring compliance with sponsor and university policies...
- Location : Onsite at location listed in posted. Summary The Portfolio Manager - PRO CRE will be responsible for preparing comprehensive credit analyses on non-owner occupied commercial real estate loans that facilitates the credit approval process. The Portfolio Manager...Work at office
$130k - $173.33k
...Who is Tenable? Tenable® is the Exposure Management company. Over 40,000 organizations... ...J-1, etc Your Role: Build and lead a high-velocity production engine that transforms... ...offerings across the Professional Services Portfolio. This role owns the full collateral and...Contract workFor contractorsFor subcontractorH1bWork at officeLocal areaRemote workFlexible hoursShift work- The New Mexico State Investment Council in Santa Fe, NM, is hiring a Portfolio Manager for its Private Debt Program. You will act as the primary investment execution partner, managing the full lifecycle of manager relationships within the portfolio. Responsibilities include...
- HarbourVest Partners in Boston seeks a Vice President, Portfolio Manager for its Credit Evergreen strategy, part of the Evergreen Solutions... ...investors. The role involves executing the credit investment strategy, monitoring liquidity, and crafting diversified portfolio...
$115k - $230k
## Staff Tech Portfolio ManagerApply: Bethesda, MD: Full time: Posted... ....**Staff Tech Portfolio Manager, Platform-as-a-Service (PaaS)... ...sequencing, and delivery for high-impact PaaS platform programs... ...and Finance to ensure platform investments support scalability, reuse, compliance...Hourly payFull timeWork experience placementLocal area- ABOUT US Worth Ross Management Company (WRMC) is an award-winning leader in luxury multifamily and... ...exceptional service, maintaining high standards, and creating welcoming communities... ...communities within your assigned portfolio, ensuring operational efficiency, financial...Temporary work
- The Manager leads a newly centralized Lease Administration dispute function, transitioning dispute resolution from a portfolio-aligned model to a single, accountable team. The role owns all portfolio-level disputes and serves as the single point of contact for tenant-driven...Flexible hours
- ...team members have what they need to do their best work — both in and out of the office. We are looking for a Staff Technology Portfolio Manager to build and run the single place IT trusts for portfolio status, ownership, and risk. IT runs roughly 100 concurrent programs...Work at officeLocal areaRemote workFlexible hours
- Goldman Sachs Wealth Management invites applications for a Private Wealth Advisor role.... ...and growing relationships with ultra-high net worth clients, delivering holistic wealth management... ...client offerings across financing, investment, and private banking #J-18808-Ljbffr...High net worth
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