Client Portfolio Analysis - 271+ job offers

*About Maple Capital** Founded in 2004, Maple Capital Management is built on the belief that every portfolio should be tailored to meet the unique goals of each client. With a strong reputation as a trusted investment manager for families, institutions, and insurance companies across the country, we

About Bridgewater Bridgewater Associates is a premier asset management firm, focused on delivering unique insight and partnership for the most sophisticated global institutional investors. Our investment process is driven by a tireless pursuit to understand how the world’s markets and economies work

Vise is hiring a Senior Client Portfolio Manager to serve as the bridge between our investment team and advisor clients. You’ll work closely with financial advisors to understand their clients’ goals, surface their investment needs, and help deliver solutions that are thoughtful, customized, and sca

We are working on an exciting opportunity with a fast-growing fintech platform serving the wealth management and alternative investment space. This firm partners with RIAs, family offices, wirehouses, custodians, and other financial institutions to support portfolio reporting, data aggregation, onbo

We are working on an exciting opportunity with a fast-growing fintech platform serving the wealth management and alternative investment space. This firm partners with RIAs, family offices, wirehouses, custodians, and other financial institutions to support portfolio reporting, data aggregation, onbo

Milestone Technologies is seeking an experienced and successful Client Partner for our mid-market portfolio to join our growing team. This role will be a critical and versatile member of the global sales team and will report directly to our VP Sales for Northern California. In this role, you will be

Client Portfolio Manager ## **Overview** Company Overview Allied Universal®, North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you will be part of a team th

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in

Overview *Are you ready to make the next move for your career? Do you have a passion for luxury cars? We are HIRING and we want to hear from you!** *JOIN OUR TEAM** Rusnak Auto Group is a leader in the automotive industry with a stellar reputation in the Greater Los Angeles and throughout Southern C

About Maple Capital Founded in 2004, Maple Capital Management is built on the belief that every portfolio should be tailored to meet the unique goals of each client. With a strong reputation as a trusted investment manager for families, institutions, and insurance companies across the country, we co

Security Client Portfolio Manager ## **Overview** Company Overview Allied Universal®, North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you will be part of

*Overview** Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committe

*Who We Are:** Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, insti

Who We Are Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional

*Now Hiring: Blockchain Analysis Client Relationship Manager (Remote)** Silver Miller is seeking a highly motivated Blockchain Analysis Client Relationship Manager to join our growing team. This is a fully remote position ideal for someone with 1–3 years of experience in blockchain analysis who is p

At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our ta

*Portfolio Analysis and Integration Specialist – TS/SCI with CI Poly** Xcelerate Solutions is seeking an experienced, results oriented Portfolio Analyst and Integration Specialist to join our team in the Bethesda, Maryland area. Come join our award-winning organization and work with some of the most

*Client Portfolio Advisor | Westport** A well-established Multi-Family Office in Westport is seeking an investment-oriented, client-facing advisor with an entrepreneurial mindset to support the firm’s continued growth, including the potential for long-term equity participation. *Key Responsibilities

At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our ta

Overview Company Overview: Allied Universal®, North America’s leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you will be part of a team that contributes to a culture tha