Senior Private Wealth Portfolio Manager
Bank of America Financial Center
Bank of America is seeking an experienced investment leader in San Francisco to manage discretionary portfolios for high-net-worth clients. You will design strategies, supervise asset allocation, and ensure compliance while delivering proactive client communication. The role requires at least 10 years in financial consulting with wealth management experience, and credentials such as CPA, CFP, or CFA are preferred. Competitive benefits and a performance‑driven culture are offered. #J-18808-Ljbffr Bank of America
$185k - $300k
...About this role: Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible for delivering sophisticated investment solutions to High Net Worth and Ultra High Net Worth clients. This leader will partner closely with Private...SeniorPrivateFull timeWork experience placementWork at office$133.1k - $295.67k
...the tax aspects of multinational global private equity real estate investments, including... ...engagement process and other risk management activities; lead teams of tax professionals... ...projects Additional Responsibilities for Senior Manager: Manage risk and financial performance...SeniorPrivateLocal area$270k - $320k
...This RoleCrusoe is seeking a Senior Director, Real Estate Strategy... ...capacity, you will not just manage projects; you will orchestrate... ...-conviction decision-making.Portfolio Stewardship: Monitor the health... ...experience at a top-tier private equity firm, investment bank,...SeniorPrivateTemporary workWork at officeRelocation- Goldman Sachs in San Francisco is seeking Wealth Management Professionals who excel at client service and collaboration. You will engage ultra... ..., deliver tailored financial guidance, and coordinate with Private Wealth Advisors to ensure a seamless client experience. The role...SeniorPrivate
$88.9k - $168.3k
RSM US LLP seeks a Manager to join their Fund Services practice in San Francisco, CA. This role involves managing day-to-day fund administration engagements for private equity clients, overseeing capital calls, distributions, and reporting processes. The ideal candidate...SeniorPrivate$145k - $160k
...housing and homelessness needs in the Bay Area, is looking for Senior Project Manager to help oversee our teams and projects. About the role:... ...make an impact: Draft and compile funding applications to private and government sources, including financial projections and...SeniorPrivateFull timeContract workFor contractorsWork at office- ...job posting. SUMMARY We’re seeking an experienced Senior Portfolio Manager to work with the Charlotte Commercial & Middle... ...Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital...SeniorPrivateLocal area
- ..., Stripe, Sword, and Zepto. GC Wealth serves as an independent wealth and asset management business serving high net worth... ...We are seeking an experienced Senior Analyst to join our GC Wealth team... ...Wealth investment team, driving portfolio research and analysis across asset...Senior
- Crowe is seeking a Senior Tax Manager with extensive ultra-high-net-worth experience to advise families, family offices, and related entities... ...tax matters. You will lead engagements, coach teams, and shape wealth planning strategies while staying updated on evolving tax...SeniorPrivateWork at office
- ...to transition from public accounting into private equity—or you're already in fund accounting... ...an outstanding opportunity.We're hiring a Senior Fund Accountant to join the finance team of a leading private equity firm managing over $10B in AUM. This is a high-visibility...SeniorPrivate
$140k - $160k
...independent professional services company specializing in program management, project management, cost management and consulting across the... ...for review.Job DescriptionAMCL is looking to recruit a Senior Asset Management Consultant to lead and support the collection,...SeniorFull timeFlexible hours$250k - $290k
...mindset, we partner with CEOs, Boards, Private Equity and Governments every step of the... ...value across the organization. The Portfolio Manager serves as a strategic partner across the... ...Leader, Technical Product Leader, or senior consulting technology professional; including...SeniorPrivateFull timeWork experience placementSummer holidayWork at officeFlexible hours$70k - $200k
...StatesSalary: $70,000.00 - $200,000.00Category: Private Client Coverage, Professional,... ...Worth client base in the United States.Manage accounts of high net worth investors and... ...the potential impact on the investors' portfolios.Adhere to a specific prospecting code of...SeniorPrivateFull time$75k - $160k
Private Wealth Management (PWM)Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams...PrivateFull timeTemporary workPart time- ...both collaboration and independence.POSITION SUMMARY:The Property Manager is responsible for all aspects of managing a commercial... ...for team members.Additional duties or projects as assigned by Senior Leadership and the Client/Ownership.POSITION REQUIREMENTS:A bachelor...SeniorFull timeContract workRemote workShift work
- JPMorgan Chase & Co. is seeking a Private Banker for its U.S. Private Bank in San Francisco. The role demands at least 6 years in Private Banking, focusing on client relationship management, investment advisory, and asset allocation. Ideal candidates will possess strong...SeniorPrivate
- Goldman Sachs is seeking Wealth Management Professionals for its San Francisco office to deliver high‑touch client service and strategic financial guidance. You will collaborate with Private Wealth Advisors to manage relationships, oversee investment activity, and leverage...SeniorPrivateWork at office
$80k - $100k
...Senior Fund Accountant Gen II Fund Services, a leading tech-enabled Private Equity Fund Administrator, is seeking a Senior Fund Accountant to join our growing team. At... ...technology, enabling fund sponsors to effectively manage their operational infrastructure, financial...SeniorPrivateWork at officeRemote work2 days per week- ...growth venture capital firm is seeking a Senior Fund Accountant to join its expanding... ...maintain schedules for cash, investments, management fees, organizational expenses, carried interest... .... Exposure to venture capital, private equity, investment management, real estate...SeniorPrivate
- ...The Hispanic Alliance for Career Enhancement in San Francisco is looking for a professional to develop and manage profitable banking relationships with high-net-worth clients. The role demands a focus on providing expert service and personalized interaction, ensuring...SeniorPrivate
- Turn/River in San Francisco is seeking a Senior Fund Accountant to join their finance team. This role involves overseeing accounting and financial reporting for the firm's investment funds, requiring a strong accounting background and hands-on operational support. The...SeniorPrivate
$80k - $100k
A leading private equity fund administration firm in San Francisco is seeking a Senior Fund Accountant. You will examine and analyze accounting records, prepare financial statements, and calculate tax expenses. The ideal candidate will have a Bachelor's degree in Accountancy...SeniorPrivate$275k
..., engineers, policy experts, and business leaders working together to build beneficial AI systems. We are seeking a senior Real Estate Portfolio Manager to join Anthropic's Workplace and Real Estate team to lead strategic planning, portfolio optimization, and a team of...Work at officeRelocationVisa sponsorshipFlexible hours$200k - $275k
...integrity and creative, rigorous, and objective analysis. Case Management Lead one to three cases at a time Manage teams of Associates... ...cost and damages estimates Research Consult with clients and private sources to obtain necessary data Investigate industries and companies...PrivateLive in$200k - $300k
...Senior Vice President, Portfolio ManagerWhittier Trust is the oldest privately owned multi-family office headquartered on the West Coast... ...including investment management, fiduciary, philanthropic, and... ...generations removed from the wealth creators. Our corporate culture...PrivateWork at office$124k - $280k
...SectorSpecialismFunctional & Industry TechnologiesManagement LevelSenior ManagerJob Description & SummaryThe OpportunityAs a Digital Assets Senior Manager, you will lead the charge in integrating and architecting enterprise solutions within our Advisory practice. You will be at the...SeniorFull timeContract workH1b- ...Senior Associate Or CounselDirect Counsel represents a prestigious AmLaw firm seeking a... ...public company matters, M&A transactions, and private equity deals.Responsibilities:Advise... ...governance mattersWork directly with clients and manage sophisticated compensation and benefits...SeniorPrivate
- Kranz & Associates is seeking a Senior Fund Accountant to provide fractional consulting services to venture capital fund administration... ...involves preparing journal entries, financial statements, and management fee calculations, as well as cash management and assisting with...SeniorPrivateFull timePart time
$177.7k - $202.8k
...Senior Manager, Portfolio Delivery & Strategy (Enterprise Platforms Technology) Do you love driving portfolio-wide delivery and pioneering new ways of working? Do you enjoy creating structure out of ambiguity and solving complex business problems at an enterprise scale...SeniorFull timePart timeH1bLocal area- City National Bank is seeking a Senior Specialty Wealth Asset Officer to oversee asset management for a diversified real estate portfolio held in fiduciary accounts. You will supervise property operations, coordinate with 3rd party providers, tenants, and partners, and...Senior
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