Portfolio Manager jobs in Walnut Creek, CA

An established industry player is seeking a Sr. Trust Portfolio Manager to oversee investment portfolios and provide advisory services. This role emphasizes collaboration with internal teams and maintaining client relationships, ensuring compliance with investment policies. The ideal candidate will have extensive investment experience, strong analytical skills, and a commitment to delivering...

About the Role : A Trust Portfolio Manager provides expertise in the management of trust and investment relationships, utilizing effective investment solutions that maximize the return on investment of assets under management and meet fiduciary objectives. Proven ability to grow a book of business within a team environment.Identify and cultivate new trust business opportunities through...

A leading beverage company in California is seeking a Sales Account Manager to drive sales goals and maintain distribution for various beverage brands. This entry-level position requires a Bachelor’s Degree or equivalent experience. The role offers competitive pay of $27/hour and a comprehensive benefits package including medical and retirement plans. Candidates should have strong sales skills...

Overview Creating a better way to live is the purpose that binds AvalonBay associates. We take that purpose seriously and expect you will as well. By focusing on collaboration, innovation, and taking ownership of our choices and actions, we act in ways that focus on creating value for our customers, investors and associates. Your positive, professional, and consistent personal interactions make...

A leading healthcare organization in Walnut Creek seeks a Director of Corporate Real Estate. This role is responsible for managing the overall performance of the real estate portfolio, which includes transactions such as acquisitions and leases, while maximizing ROI. The ideal candidate will have a Bachelor's Degree and 5+ years of experience, with strong analytical and leadership skills. This...

A leading financial institution seeks candidates for a role focused on analyzing credit information to support lending decisions in Commercial Banking. Responsibilities include negotiating loan structures, assessing client repayment capacity, and managing a client portfolio. Ideal candidates have 5–7 years of relevant experience, a Bachelor's degree in a related field, and strong problem-solving...

Application Deadline:12/30/2025 Address:2623 Camino Ramon. Job Family Group:Commercial Sales & Service. This position is a key member of the Banks Commercial Real Estate group, collaborating with Relationship Managers to deliver well-structured loan Portfolio Manager, Real Estate, Commercial, Relationship Manager, Portfolio, Manager, Banking, Business Services

Job Description We have an exciting opportunity and are currently seeking a Senior Structural Engineer to serve as the Structural Discipline Leader for our Northeast Area market. This is a highly strategic position that requires proven strength in group leadership, design management, and process mechanical engineering design of municipal water and wastewater facilities for our clients. This...

This position is a key member of the Bank's Commercial Real Estate group, collaborating with Relationship Managers to deliver well-structured loan solutions for commercial real estate customers across the U.S. The Portfolio Manager is responsible for preparing well-reasoned credit proposals in accordance with sound credit-granting principles and in compliance with Bank policy & procedures. This...

A leading financial institution is seeking a Portfolio Manager in San Ramon, CA, to deliver loan solutions for commercial real estate clients. The role involves assessing credit proposals, monitoring client portfolios, and collaborating with relationship managers to optimize client satisfaction and portfolio performance. A background in finance, with strong analytical and interpersonal skills, is...

A financial institution in Walnut Creek is seeking a Credit Administrator to oversee credit risk management for business segments. Responsibilities include leading credit approval processes, collaborating with Relationship Managers, and ensuring compliance with credit quality standards. Requires a Bachelor’s degree in Finance, a decade of banking experience, and significant involvement in...

About this role: Wells Fargo is seeking a Senior Lead Commercial Banking Portfolio Manager within the Commercial Banking Group. This is a great opportunity to work with one of the top commercial banking lenders in the U.S. Learn more about the career areas and lines of business at wellsfargojobs.com. #CommercialBanking In this role, you will: - Act as an advisor to senior leadership to develop...

A leading financial services firm in California seeks a Wealth Management Advisor to deepen relationships with clients and develop customized financial solutions. The ideal candidate has 5+ years of experience managing a book of business and excels in interpersonal communication and relationship building. This role requires obtaining relevant licenses within 120 days of hire and offers...

Application Deadline: 12/30/2025 Address: 4400 MacArthur Blvd. Job Family Group: Commercial Sales & Service BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our...

Application Deadline: 01/08/2026 Address: 2623 Camino Ramon Job Family Group: Commercial Sales & Service Job Overview Analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in compliance with bank policies and procedures while...

About this role: Wells Fargo is seeking a... In this role, you will: - Lead support functions or operations for multiple business groups and contribute to large scale strategic initiatives - Ensure efficiency, quality, cost effectiveness of solutions, and pipeline management relating to assigned operations - Research moderately complex business, operational, and strategic initiatives that...

Mechanics Bank is currently searching for an Sr. Trust Portfolio Manager to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site at our Walnut Creek, San Francisco or Palo Alto offices. Manages the investment portfolios of complex investment management agency and trust accounts. Performs...

A prominent financial institution in San Ramon, California is seeking a Portfolio Manager for its Commercial Real Estate group. This role involves credit assessment, portfolio management, and client performance. Candidates should possess significant experience in underwriting and portfolio management within commercial real estate lending. Excellent communication and analytical skills are...

Application Deadline: 10/30/2025 Address: 2527 Camino Ramon Job Family Group: Commercial Sales & Service BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our...

OverviewApplication Deadline: 11/27/2025Address: 2623 Camino RamonJob Family Group: Commercial Sales & ServiceThis position is a key member of the Bank’s Commercial Real Estate group, collaborating with Relationship Managers to deliver well-structured loan solutions for commercial real estate customers across the U.S. The Portfolio Manager is responsible for preparing well-reasoned credit...