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Portfolio Manager
Santa Barbara, CA within
Financial Advisor, Assistant Vice President - UnionBanc...
Union Bank, N.A. - Goleta, CA, USA
Assesses client investment needs and goals, reviews existing investment portfolios /allocations and ... Maintains existing relationship with clients in order to manage future investment...
StartWire - 79 Days ago
WM Invstmnt Strategist (Lo) 2
Wells Fargo - Santa Barbara, CA, USA
... manages moderate globally diversified investment portfolios; and works with strategists to support management of larger relationships. Responsibilities include: consulting the team to develop...
StartWire - 11 Days ago
Associate Trader I
Mercer Global Advisors - Santa Barbara, CA, USA
Supports portfolio accounting and performance reporting systems for asset management activities. * Reconciles Mercer Advisors records with various fixed income broker records * Updates client ...
StartWire - 38 Days ago
Client Service Associate
First Republic Bank - Santa Barbara, CA, USA
Acting as the liaison between the investment professional/client and the PWM middle office functions/operations (i.e., client services, trading, portfolio management, billing and fee support...
Glassdoor - 18 Days ago
Commercial Property Manager
Towbes Group - Santa Barbara, CA, USA
The Towbes Group, Inc. is a fully integrated real estate investment, development, and property management company. With more than 60 years of experience in the Tri-County area, we are committed to&nbs...
StartWire - 71 Days ago
Account Manager, Sr
Conversant - Santa Barbara, CA, USA
Aboutthis Role ASenior Account Manager is responsible for a large portfolio of advertiseraccounts. The individual will manage, analyze, and develop advertisers'campaigns to help achieve the clien...
StartWire - 61 Days ago
Customer Success Manager
LogMeIn - Santa Barbara, CA, USA
Customer Success Manager ABOUT LOGMEIN LogMeIn and GoTo have combined in a strategic partnership to be the leading SaaS company with a diverse product portfolio, sharing a focus on innovation. With&nb...
StartWire - 39 Days ago
Private Banker I, Assistant Vice President, San Roque, ...
Union Bank, N.A. - Santa Barbara, CA, USA
Monitor and manage portfolio to assess and minimize risk as it relates to credit and operations. Follow up with appropriate measur
StartWire - 13 Days ago
Sales Rep-Santa Barbara, CA Diabetes Spec 1
Eli Lilly and Company - Santa Barbara, CA, USA
Effective account management as it relates to meeting and exceeding targeting/message/frequency ... Top 1/3 portfolio sales results, 1 out of the last 3 years * Pharmacy degre...
StartWire - 330 Days ago
Investment Operations Specialist I
Mercer Global Advisors - Santa Barbara, CA, USA
Individual must be able to work both independently with excellent time management skills as well as ... Reviewing and delegating tasks to traders, portfolio accountants, and operations team ...
StartWire - 3 Days ago
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