About UsAt bkln, we are pioneering the future of tax-advantaged separately managed accounts (SMAs). Our innovative platform seamlessly integrates institutional-quality quantitative research, advanced technology, and personalized client support. Our mission is to offer tailored, tax-aware portfolios at scale.We seek not a traditional “relationship manager,” but rather an investment athlete who thrives at the intersection of clients, quantitative analysis, and technology — someone fluent in market dynamics, proficient in Python, and credible when engaging with sophisticated allocators.The RoleAs a Senior Client Portfolio Manager (CPM), you will convert quantitative insights into actionable client outcomes. Collaborating with portfolio managers, engineers, and customer success teams, you will customize portfolios, clarify performance and risk metrics, and contribute to a platform that is transforming wealth management. This high-visibility position entrusts you with the following responsibilities:- Serve as an ambassador for the SMA platform, engaging directly with clients and advisors.- Analyze portfolio data — including exposures, tax trades, drift, and risk — and present findings in an actionable manner.- Utilize Python for analyses, such as pulling time series data, diagnosing factor exposures, validating tax trades, and building quick diagnostic dashboards.- Collaborate with research and engineering teams to translate client requirements into product features and workflow enhancements.- Proactively monitor accounts for opportunities including tax-loss harvesting, transitions, customization, and compliance with restrictions.What We're Looking For- A minimum of 3 years of experience in asset management, wealth management, or investment consulting with direct client engagement.- In-depth knowledge of equity markets, factor risk, and tax-aware investing strategies.- Proficient in Python — while you need not be an engineer, you should be capable of manipulating data, conducting analyses, and effectively communicating with quantitative and technical teams.- Strong ability to switch contexts between technical details and client-focused narratives.- A proven track record of establishing trust and credibility with clients.

D.A. Davidson Companies, a distinguished independent and employee-owned firm with a legacy of 90 years, prides itself on upholding the highest standards of integrity and ethical conduct. Our commitment to exceptional service extends not only to our clients but also to our colleagues, fostering a culture that values open communication and mutual support. We believe in enhancing both our clients’ financial health and the well-being of the communities we serve, as giving back remains one of our core principles. Discover more about our impactful culture in our annual report.Davidson Investment Advisors is excited to welcome a Client Portfolio Manager to our thriving team. This pivotal role offers the chance to serve and grow a critical sector of our business while enhancing our firm’s collaborative atmosphere.Summary:The Client Portfolio Manager is essential in providing tailored services to nonprofit, endowment, corporate, insurance, and charitable trust clients. This position involves structuring, managing, and nurturing investment portfolios to deliver outstanding client experiences characterized by integrity, professionalism, and a nuanced understanding of financial markets.Our ideal candidate will possess strong communication skills, a commitment to mission-aligned investing, and the ability to forge trust with intricate institutional clients. While the focus of this role is on client service, it also plays a vital role in driving the growth and enhancement of this business segment.

Join our dynamic team at Sonsoft Inc. as a Salesforce Client Engagement Specialist, where you will play a pivotal role in enhancing our clients' experiences with Salesforce solutions. Your expertise will help drive successful implementations and foster strong client relationships in a full-time, mid-senior level capacity.

Eurofins Scientific seeks a Client Portfolio Manager II for its Medical Device Services division in Lancaster. This position centers on managing client accounts and helping deliver services tailored to medical device clients. Key Responsibilities Oversee client accounts within the Medical Device Services group Maintain strong client relationships and ensure satisfaction Support the delivery of high-quality solutions for medical device clients Role Focus This role emphasizes building and sustaining effective partnerships with clients. Attention to detail and a commitment to service quality are important in supporting medical device projects and meeting client expectations.

Join our dynamic team at Sonsoft Inc. as a Salesforce Client Engagement Specialist, where you will play a vital role in driving our clients' success through functional and technical expertise in Salesforce solutions. You will engage with clients to understand their needs, provide tailored solutions, and ensure seamless implementation of Salesforce products.This position offers an exciting opportunity to work in a collaborative environment, driving innovation and delivering high-quality service to our clients.

Join Informa TechTarget as an Account Manager, Portfolio, where you will play a pivotal role in managing client relationships and driving growth in our portfolio. In this full-time position, you will leverage your expertise to foster strong partnerships, understand client needs, and deliver tailored solutions that align with their business objectives. You will be responsible for managing a diverse portfolio of accounts, ensuring client satisfaction, and identifying opportunities for upselling and cross-selling.

Join our dynamic team at Impact Clients as a Client Success Manager, where you will play a pivotal role in ensuring our clients achieve their desired outcomes and maximize the value of our services. As a fully remote position, you will have the flexibility to work from anywhere while collaborating with a talented team dedicated to client satisfaction.Your primary responsibilities will include building strong relationships with clients, understanding their needs, and proactively addressing any challenges they may face. You will work closely with cross-functional teams to ensure seamless communication and delivery of our solutions.

Brooklyn Investment Group is a registered Investment Adviser with the SEC, utilizing cutting-edge technology from its parent company, Brooklyn Artificial Intelligence Research. This innovative approach combines advanced portfolio optimization with automated tax-loss harvesting, allowing us to create personalized investment strategies for a diverse range of clients, including financial advisory firms and asset managers.In the last five years, Brooklyn Artificial Intelligence Research has engineered one of the most sophisticated engines for tailored investment portfolios, successfully trading over $5 billion through these strategies.Our dynamic team of over 20 quantitative investors, machine learning experts, and software engineers hails from prestigious universities and leading financial institutions such as Goldman Sachs, Citadel, and Bridgewater Associates.Career Opportunity If you are passionate about the evolving integration of finance and technology, this position offers an exceptional opportunity. At Brooklyn, we are committed to harnessing the transformative power of technology to reshape portfolio management and trade execution. Join us in developing one of the industry's most advanced portfolio management platforms.As a Portfolio Management Engineer, you will serve as the primary point of contact for our clients, operational partners, and custodians. Your main responsibilities will include creating innovative tools to enhance portfolio management, streamline trade execution, and improve reconciliation processes. You will work closely with teams across quantitative analysis, engineering, research, and trading to foster seamless workflows and drive innovation.

Join Sonsoft Inc., a leading technology consulting firm, as a Salesforce Solutions Specialist. In this role, you will engage with clients to deliver tailored Salesforce solutions that meet their unique business needs. Your expertise in both functional and technical aspects of Salesforce will be essential in driving project success and enhancing customer satisfaction.As a key member of our client engagement team, you will collaborate closely with cross-functional teams to define project scope, gather requirements, and ensure seamless implementation of Salesforce products. Your ability to communicate effectively with stakeholders at all levels will be crucial in fostering strong client relationships and achieving project milestones.

Join our dynamic team at Sonsoft Inc., where we are seeking a passionate Salesforce Client Engagement Specialist. In this role, you will leverage your Salesforce expertise to foster strong client relationships and drive successful implementation of our solutions. You will be instrumental in understanding client needs and translating them into effective Salesforce strategies.

Allied Beverage Group stands as New Jersey’s leading wine and spirits distributor, known for a close-knit, family-oriented culture. The team values collaboration and a shared drive to move the beverage industry forward. Role Overview The Portfolio Manager acts as a key connection between suppliers and Allied Beverage Group leadership. This position drives marketing strategy execution for current brands, supports new product launches, identifies opportunities in the market, and analyzes brand performance. Main Responsibilities Represent supplier interests in monthly marketing meetings, presenting on pricing calendars, new product launches, and upcoming priorities. Manage pricing, programming, product introductions, and billing for assigned supplier brands. Meet gross profit and profit margin goals for managed brands. Prepare and confirm pricing structures for new products and adjust pricing for existing items as needed. Work with Purchasing and Pricing teams to support new product setup and inventory planning. Coordinate with Purchasing on special programs, inventory rotation, and Retail Incentive Programs to maintain healthy inventory levels. Partner with Finance to oversee bill backs, depletion allowances, floor stock adjustments, and supplier banks. Collaborate with the sales team on brand initiatives through meetings, market blitzes, field work, and visits to key accounts. Prepare for and participate in supplier review meetings. Work with Desktop Publishing and marketing assistants to develop sales support materials, including holiday brochures and monthly price book themes. Track market trends and competitor activity, sharing insights with sales and brand suppliers. Manage slow-moving inventory and coordinate with sales and operations to maximize product movement. Location Elizabeth, New Jersey

Role overview SkillCloud HCM seeks a Portfolio Manager based in Knoxville, Tennessee. This position centers on managing a diverse set of client portfolios with an emphasis on achieving strong performance and supporting growth. The role combines strategic planning, analytical work, and client relationship management. Key responsibilities Oversee several client portfolios, regularly tracking performance and making changes when necessary Apply analytical skills to guide investment decisions Collaborate with clients to understand their financial goals Create and adjust investment strategies tailored to each client’s objectives Maintain strong, ongoing relationships with clients

AbbVie is seeking a dynamic and results-oriented Manager of Portfolio Management to join our team in North Chicago. In this pivotal role, you will be responsible for overseeing portfolio strategies and managing cross-functional teams to drive project success. This position is ideal for a professional who thrives in a fast-paced environment and has a passion for innovation in the pharmaceutical industry.

We are seeking a highly skilled Senior Portfolio Analyst to join our dynamic team at Mangroup in Boston, Massachusetts. In this role, you will leverage your analytical expertise to drive investment strategies and optimize portfolio performance. You will collaborate with cross-functional teams to evaluate market trends, assess risks, and provide actionable insights to enhance our investment decisions.

Join our dynamic team at Mindlance as a Risk and Portfolio Manager. In this pivotal role, you will be responsible for overseeing risk management strategies and optimizing portfolio performance to ensure sustainable growth and compliance. Your expertise will guide our organization in making informed financial decisions while mitigating potential risks.

Join Informa TechTarget as an Account Manager for our Portfolio team, where you will play a pivotal role in managing client accounts and delivering exceptional service. This full-time position is ideal for someone who is passionate about building strong client relationships and driving growth.

Join NeuraFlash as a Salesforce Engagement Manager, where you will play a pivotal role in driving customer success and maximizing the value our clients gain from Salesforce solutions. You will lead project teams, manage client relationships, and ensure the successful implementation of Salesforce products.Your expertise will help clients transform their businesses, utilizing our tailored solutions to meet their unique challenges. If you are passionate about Salesforce and eager to drive impactful results, we want to hear from you!

Join our dynamic team at Sonsoft Inc. as a Salesforce Functional or Technical Sales & Client Engagement Specialist. We are looking for passionate individuals who excel in client engagement and possess a solid understanding of Salesforce solutions. You will play a crucial role in driving client success while collaborating with various teams to deliver exceptional results.

Join our dynamic team at Sonsoft Inc., where we are seeking a dedicated Salesforce Functional or Technical Sales & Client Engagement Specialist to elevate our client interactions and drive successful solutions. As part of our mission to deliver top-tier Salesforce services, you will engage with clients to understand their needs and present customized solutions tailored to enhance their business operations.