Portfolio Manager
Squarely LLC
Our client, a growing independent RIA, is adding an advisor who can own client relationships and build portfolios — not hand one off to the other. What you'll do Lead planning relationships end to end, from discovery through implementation and ongoing reviews Construct and manage diversified client portfolios, including trading, rebalancing, and drift monitoring Screen and select funds and managers, applying Investing criteria alongside traditional due diligence Contribute to the firm's model portfolios and asset allocation committee work What you'll bring Several years of client-facing advisory or portfolio management experience at an RIA, hybrid, or trust company Degree in a quantitative or business field CFP, CFA, MBA a plus; comfort with modern planning software (eMoney, MoneyGuidePro, or similar) Personal alignment with existing investment philospophy Confidential search conducted by a retained executive search firm. All inquiries held in strict confidence. #J-18808-Ljbffr Squarely LLC
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Portfolio Manager in Greensboro, NC vacancy
- ...you have the opportunity to work towards a world where everyone has food, a voice and a safe place to call home. Purpose The Grants Manager will report to the State Director and will support development and fundraising efforts for CWS offices through management of grant...SuggestedFull timeTemporary workWork experience placementLocal areaRemote workFlexible hoursNight shiftDay shift
Church World Service
Greensboro, NC4 days ago $44.9k - $57.3k
...Position Summary: As the Manager of Walk to End Alzheimer’s, join an exclusive team of leaders responsible for the implementation... ...performance-based incentive opportunity up to $13,000, depending on portfolio size and achievement of quarterly goals. Reports To: Sr....SuggestedFull timeTemporary workWork at officeFlexible hoursNight shiftWeekend workAfternoon shiftAlzheimer's Association
Greensboro, NC3 days ago- ...loan and relays information to all interested parties. Communicates with all parties in a professional and courteous manner. Manages your pipeline of loans to verify accuracy of the current loan status. Acknowledges and abides by TowneBank Mortgage Policies and...SuggestedWork at office
TowneBank
Greensboro, NC4 days ago - ...A nonprofit organization in Greensboro, NC is seeking a Grants Manager to support development and fundraising initiatives. The role involves researching grant opportunities, maintaining grant records, and crafting proposals to obtain funding for refugee and immigrant support...SuggestedFull time
Church World Service
Greensboro, NC3 days ago $16 - $18 per hour
...Job Type Full-time Description Job Title: StorageProperty Manager Work Location: Kernersville, NC Reports to: Area Manager or District Manager Full-Time Hourly, Non-Exempt Role Summary The Property Manager is the first point of contact...SuggestedHourly payFull timeFor contractorsWork at officeLocal areaShift workHighline Real Estate Partners
Greensboro, NC2 days ago$26.56 - $31.25 per hour
Job TitleAssistant Property Manager (CRE)Job Description SummaryThe Assistant Property Manager is responsible for assisting in all areas defined as a part of the Sr. Assistant Property Manager job description, as well as performing property administrator job duties if there...Minimum wageFull timeContract workFor contractorsWork at officeFlexible hours- Satori Mortgage (NMLS: 4190) is looking for motivated individuals to join as licensed loan officers. This role is designed for people with an established network in real estate or sales who are ready to build a successful career in the mortgage industry. We offer comprehensive...Remote job
- ...concepts, defining use and test cases, driving critical security infrastructure projects, creating cogent status reports for senior management, strong technical understanding of vulnerabilities, and how attackers can exploit vulnerabilities to compromise systems....Temporary workWork experience placementInternship
XD Innovation
Greensboro, NC1 day ago - Exciting opportunity for a multifamily Property Manager to oversee several assets in university-adjacent communities with a growing real estate investment and management firm. This newly created position will be responsible for the property management operations of the...Casual workSeasonal workWork at officeRemote workWeekend work
$134k - $348.5k
...ApplicableSpecialismAssuranceManagement LevelDirectorJob Description & SummaryAt PwC, our people in risk and compliance focus on maintaining regulatory compliance and managing risks for clients, providing advice, and solutions. They help organisations navigate complex regulatory landscapes and enhance...Full timeTemporary workH1b- ...Job Description Job Description Property Manager - Revolution Mill, Greensboro Who We Are: At Kane Realty Corporation, we pride ourselves in taking an innovative approach to creating a sense of home and community for our residents, thus enhancing value for our...Temporary workWork experience placementWork at officeLocal areaWeekend workAfternoon shift
Kane Realty Corporation
Greensboro, NC3 days ago - ...Bee Safe Self-Storage is seeking a dependable self-starter who is motivated to reach and exceed goals/expectations by effectively managing business through exceptional customer service and property maintenance. We are seeking someone to take this location to the next income...Part timeLocal areaWeekend work
Bee Safe Self Storage
Greensboro, NC22 days ago $50k - $60k
...Description Description: Who We Are The Nabo Group is a Property Management firm focused on HOA & Condominium Management which operates in... ...seeking a motivated and experienced individual to manage a portfolio of communities (Condominiums & Homeowner Associations). They...Contract workWork experience placementWork at officeLocal areaImmediate startFlexible hoursThe Nabo Group
Greensboro, NC2 days ago- ...Job Description Job Description A. Job Summary: The Property Site Manager performs a wide variety of tasks managing the total operation of property managed. Maintains a good understanding of the real estate and people aspects of the properties, as well as the...Temporary workFor contractorsWork at officeLocal area
Affordable Housing Management Inc
Greensboro, NCa month ago - JOB SUMMARY: The Assistant Property Manager supports the Property Manager in overseeing the day-to‑day financial, operational, and administrative functions of a multi‑family residential community. This role plays a key role in resident relations, rent collection, leasing...Temporary workWork at officeFlexible hours
- ...service residential property companies, operating a successful portfolio in 75 markets. Headquartered in Dallas, Texas, Willow Bridge proudly... ...over 5,500 team members, has built over 200,000 apartments and manages 220,000 units for its clients. To learn more, visit...Currently hiringWork at officeFlexible hours
- ...due to a disability, contact this employer to ask for an accommodation or an alternative application process. Assistant Property Manager Full Time Sales Greensboro, NC, US ASSISTANT PROPERTY MANAGER ABOUT THE CARROLL COMPANIES For over 30 years, The Carroll Companies...Full timeTemporary workWeekday work
$124k - $335k
...Tax PracticeManagement LevelSenior ManagerJob Description & SummaryThe OpportunityAs a Financial Services Tax - Real Estate Senior Manager, you will play a pivotal role in guiding our clients through the complexities of tax compliance and strategic consulting. Within our...Full timeH1bLocal area- ...with over six decades of experience developing, maintaining and managing hospitality, retail, office & industrial and residential... ...position is involved in all aspects of day-to-day operations of the Portfolio, including accounting, tenant relations, maintenance and...Full timeFor contractorsWork at office
$135k - $150k
...matching ~ Bonus based on performance ~ Dental insurance ~ Employee discounts ~ Tuition assistance Senior Asset Manager - Multifamily Portfolio and Capital Projects REPORTS TO: Owner and Director of Acquisitions & Asset Management FLSA STATUS: Exempt...For contractorsFor subcontractorWork at officeRemote workWork from homeFlexible hoursNight shiftEEA Companies
Greensboro, NC3 days ago- Job Description:The RoleWorking in our Investor Center, you will engage face-to-face with your clients, providing mentorship and personalized planning, while helping expand the reach of the firm's brand. Fidelity provides a business model with an existing client base and...Full time
$80k - $220k
...build a team and earn on its production, without giving up their own deals or getting stuck running operations. This isn't a desk-manager job. You keep originating. We supply the processing, underwriting, closing and back-office support so your time goes to production,...Relocation packagePrimary Residential Mortgage Inc
Greensboro, NC1 day ago$99k - $266k
...ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description & SummaryThe OpportunityAs a Financial Services Tax - Real Estate Manager, you will play a pivotal role within our Tax practice, advising clients on their local and international tax affairs. You will act...Full timeH1bLocal area$150k - $300k
...reliable transportation Comfortable working in a commission-driven environment and self-motivated Ability to work independently while managing a flexible schedule Technologically savvy with proficiency in mobile devices and CRM tools Compensation and Schedule: Competitive...Flexible hours- Job Description Job Description Our Client, Greensboro Auto Auction is the South's leading independent, dealer exclusive auto auction. Greensboro Auto Auction, also known as GAA, is locally owned and operated. We are currently recruiting for a full time Automotive ...Full timeMonday to Friday
Greensboro Auto Auction / Green Ford
Greensboro, NC9 days ago - Job Description Job Description Our Client, Greensboro Auto Auction Classic Cars is the South's premier independent, dealer exclusive auto auction specializing in classic, muscle, and unique vehicles. Greensboro Auto Auction Classic Cars, also known as GAACC, is proud...Full timeCasual workWork at officeMonday to Friday
Greensboro Auto Auction / Green Ford
Greensboro, NC9 days ago - ...recruiting for a part time Automotive Title Clerk. This position works every Wednesday from 8-4. It's a good job opportunity for a domestic manager, retiree, or college student. EOE Apply to: DUTIES After a vehicle is sold: Clerk must reassign title to appropriate...Part time
Greensboro Auto Auction / Green Ford
Greensboro, NC9 days ago - Financial RepresentativeThe purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the corresponding financial solutions...Work at officeLocal area
Western & Southern Life
Greensboro, NC1 day ago $50k
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately‑owned, placing the focus...Work at officeWork from homeHome officeFlexible hoursEdward Jones
Greensboro, NC1 day ago- ...average earnings: $560,000 per year Meet Some of Our Local Greensboro Leaders, the Heartbeat of Our Business: Jeff Jackman, Wealth Management Advisor & Growth & Development Director: How long with NM? 10 years Previous experience? Formerly in the golf business, selling...Work at officeLocal areaVisa sponsorshipFlexible hours
Northwestern Mutual
Greensboro, NC5 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Portfolio Manager. Be the first to apply!
Related searches