- Allied Universal (Baltimore, MD)
- …discounts, perks and more for most full-time positions! Allied Universal is currently seeking a Client Portfolio Manager to lead a business segment in a ... designated region. The primary role of the Client Portfolio Manager is to enhance client experiences, build long-term meaningful client … more
- Principal Financial Group (New York, NY)
- **What You'll Do** We're looking for a Client Portfolio Manager to join our Fixed Income team. In this role, you'll act as a key liaison between portfolio ... income platform + Act as an extension of our portfolio management teams + Deliver a best-in-class client... portfolio management teams + Deliver a best-in-class client experience Key responsibilities include: Support client /prospect… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …across distribution channels, referrals and other decision makers * Monitor client portfolio performance for under- or out-performance and/or dispersion ... directly covering a subset of clients * Engage the portfolio management teams within the sales planning process and...focusing on new business development as well as deepening client relationships * Participate in initiatives within the department… more
- Allied Universal (Allentown, PA)
- …perks and more for most full-time positions! Allied Universal is currently seeking a Client Manager to lead a business segment in a designated region. The ... primary role of the Client Manager is to enhance client experiences, build long term meaningful client relationships and engage with employees that… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …related to overall strategy, product positioning, and marketing campaigns * Assists client service with reporting * Maintains familiarity with peers in each product ... category, contrasting different investment approaches, portfolio biases, and historical return patterns * Performs other duties and responsibilities as assigned… more
- SMBC (New York, NY)
- …flexibility to respond on a timely basis to regulatory, market, infrastructure, and client change. The Transformation Portfolio Manager (Data Management) ... benefits to its employees. **Role Description** The Executive Director, Transformation Portfolio Manager (Data Management) partners with the divisional business… more
- TD Bank (New York, NY)
- …the client 's dedicated team of portfolio managers, client portfolio managers, client service manager , and when appropriate consultant developers ... problem solving and identifying cross-selling opportunities that will expand and deepen client relationships with TDGIS. The Relationship Manager will also… more
- Regions Bank (Dallas, TX)
- …careers section of the system. **Job Description:** At Regions, the Credit Products Commercial Portfolio Manager is a client -facing role and responsible for ... internally and externally with prospects and clients. The Credit Products Commercial Portfolio Manager partners closely with Regions Relationship Managers to… more
- Umpqua Bank (Phoenix, AZ)
- …we areseeking talent to join our team in various capacities includingTrust Officer, Portfolio Manager , and Private Client Advisor. Weare agrowth-mindedwealth ... Trust Portfolio Manager Wealth Management Scottsdale, Arizona...**Trust Officer** **:** Serves as thein-houseexperton trust administrationand supportsour Portfolio Managers and Private Client Advisorsin building… more
- CIBC (Tinley Park, IL)
- …referral opportunities. + **Collaborate across teams:** Partner with the Community Development Portfolio Manager , Client Specialist, and other internal teams ... **What you'll be doing** As a **Community Development Relationship Manager (RM)** , you'll be responsible for bringing in new… more
- Jacobs (Seattle, WA)
- …and business strategies. Reporting to the Navy Portfolio Sales Director, this Client Account Manager (CAM) position has the principal focus of participating ... of Business has global reach to serve its diverse client base with specialized project delivery. We create and...the same. This business development position will serve our client 's requirements and missions, with an emphasis in environmental… more
- PNC (Philadelphia, PA)
- …valued and have an opportunity to contribute to the company's success. As a Client Portfolio Associate within the PNC Asset Management Group's Fixed Income ... reporting skills * Python exposure or experience **Job Description** + Assists senior Client Portfolio Management team and investment team members to serve… more
- Bloomberg (New York, NY)
- …pricing, etc affect the current as well as historical portfolio positions for a client . AIM's flagship portfolio manager (PM) has an engine to record and ... Bloomberg AIM (Asset and Investment Manager ) is a buy-side trading platform used by...high quality, modular, stable and scalable. + Curiosity about Portfolio Management and Trading and how our clients use… more
- CIBC (Chicago, IL)
- …more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **JOB PURPOSE** The Portfolio Manager primary purpose is to ensure objectives ... portfolio administrative activity. **KEY ACCOUNTABILITIES / RESPONSIBILITIES** The Portfolio Manager will be responsible for but...team. + Non-credit approval authority up to approved limits Client Portfolio Maintenance + Work with CIS… more
- Tompkins Community Bank (Mount Kisco, NY)
- …and take ownership of conversations with clients to ensure understanding of their portfolio 's performance. + Participate in client meetings, upon request, to ... call transcripts, and research reports. + Perform 3rd party manager oversight in mutual funds and ETFs, manager...Minimum of ten (10) years' investment management experience covering client relationship management as well as portfolio … more
- WTW (Philadelphia, PA)
- …with the US Head of Delegated Portfolio Management to manage multi-asset OCIO client portfolios and multi- manager asset class solutions. Your role will be to ... opportunity to meet their long-term investment goals. As a Portfolio Manager , you will help drive the...client audiences + Coordinate and liaise with Global Portfolio Management Group and Client teams to… more
- CIBC (Chicago, IL)
- …learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) The Sr. Portfolio Manager primary purpose is to ensure objectives related ... administrative activity. **KEY ACCOUNTABILITIES / RESPONSIBILITIES** The Sr. Portfolio Manager will be responsible for but...to material changes to negotiated business terms with the client Client Portfolio Maintenance +… more
- City of New York (New York, NY)
- …to hire an Administrative Project Manager M3 to be the Deputy Portfolio Manager (DPM) overseeing the administration and operation of a significant subset ... quality, schedule, budget, and client service. BEDC seeks...Wastewater Capital Program directorate in Queens, NY. The Deputy Portfolio Manager will support the PM managing… more
- City of New York (New York, NY)
- …hire an Administrative Construction Project Manager M3 to be the Deputy Portfolio Manager (PM) overseeing the administration and operation of a significant ... Wastewater Capital Program directorate in Queens, NY. The Deputy Portfolio Manager will support the PM managing...throughout the project lifecycle and must be focused on client service to the operating bureaus. The selected engineer… more
- First Horizon Bank (Miami, FL)
- …in underwriting into nCino 5. Attend client meetings with the Relationship Manager (when possible) _Market/ Investor CRE Portfolio Managers are to adhere to ... portfolio according to the applicable procedures. + Attend client meetings with the Relationship Manager (when...+ Attend client meetings with the Relationship Manager (when possible) + Attend portfolio review… more
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