- Morgan Stanley (New York, NY)
- …(UMA) investment platform while retaining custody at their existing external custodian. A Portfolio Manager in the Institutional Portfolio Management ... would be responsible for: * Assisting Financial Advisors with asset allocation and manager selection * Presenting Institutional Portfolio Management for… more
- Morgan Stanley (Alpharetta, GA)
- …or in the office the remaining days of the week. ABOUT*The Role** The Institutional Client Investment and Fund Accounting team provides accurate and timely ... portfolio accounting information to Parametric's Institutional clients,...diversifying its workforce (M/F/Disability/Vet). **Job:** **Asset/Investment Management* **Title:** *Director, Institutional Client Investment and Fund Accounting -… more
- Children's Aid (Manhattan, NY)
- Manager , Institutional Giving 6/12/24Full Time--Manhattan Job ID: 007107 Description: Executive Headquarters (117 West 124th St) $65,000 - $75,000 **Position ... overlapping challenges, post-pandemic. We seek a dedicated grant writer to join the Institutional Giving team and ensure the agency has the resources it needs to… more
- HD Supply (Kent, WA)
- **Field Account Manager for Institutional Accounts** As a Field Account Manager you will be responsible for selling MRO (maintenance, repair and operations) ... supplies along with other products to an established portfolio of customers to maintain and drive sales. This...and margin plan using a company designated customer relationship manager tool. + Focuses on new account opportunities by… more
- PNC (WA)
- …diverse book of business with varying account types. + Delivers the full breadth of Institutional client services in order to grow the Institutional Asset ... locations. In this role, you will oversee a diverse portfolio of employee retirement and pension plans where PNC...services as sales opportunities. Cultivates a referral network through client relationships. + Works with Institutional Asset… more
- Amalgamated Bank (New York, NY)
- The Institutional Business Development Officer will report directly to the Trust Revenue Officer and has accountability for Business Development for Investment ... Management and Institutional Custody. Primary responsibilities include driving new business with...for meeting revenue and profitability targets by on-boarding new client relationships across a diverse product set designed to… more
- HD Supply (New York, NY)
- …exceed total sales and margin plan using a company designated customer relationship manager tool. + Focuses on new account opportunities by utilizing effective cold ... and a deep understanding of specialized services to effectively cater to client accounts. + Utilizes Salesforce reporting and data analysis to identify opportunities… more
- PNC (Phoenix, AZ)
- …on a regular basis. Some responsibilities may be performed remotely, at the manager 's discretion. Reporting to the Institutional Asset Management Market Leader, ... contribute to the company's success. As a Senior Investment Advisor within PNC's Institutional Asset Management organization, you will be based in Phoenix, AZ. The… more
- Citigroup (New York, NY)
- …but not limited to loan closing and servicing coordination, facilitating complex client onboarding, data management, and quality control. The team will be ... with Excel and other Microsoft based programs. + Keen attention to detail; portfolio management + Developed analytical and problem-solving abilities. + Client … more
- Truist (Atlanta, GA)
- …authority levels or as appropriate based on experience level in coordination with Portfolio Manager Team Lead. + Mentors and coaches Analysts, Associates, and ... credit policy and requirements, financial analysis/modeling, risk evaluation, on-going portfolio maintenance activities, and client support. Supplements analysis… more
- SMBC (New York, NY)
- …flexibility to respond on a timely basis to regulatory, market, infrastructure, and client change. The Transformation Portfolio Manager (Risk Management) ... benefits to its employees. **Role Description** The Executive Director, Transformation Portfolio Manager (Risk Management) partners with the divisional business… more
- SMBC (New York, NY)
- …flexibility to respond on a timely basis to regulatory, market, infrastructure, and client change. The Transformation Portfolio Manager (Cyber Security) will ... benefits to its employees. **Role Description** The Executive Director, Transformation Portfolio Manager (Cyber Security) partners with the divisional business… more
- Regions Bank (Birmingham, AL)
- …of either Private Wealth or Institutional Clients by serving as the Portfolio Manager + Works with clients and multiple partners to development investment ... into the careers section of the system. **Job Description:** At Regions, the Asset Management Portfolio Manager serves as a Portfolio Manager for… more
- Zions Bancorporation (Las Vegas, NV)
- …NV and reports up to the Director of Investment Management. The Portfolio Manager (PM) role is 30-40% client facing and works closely with other Wealth ... the opportunity. We are currently seeking a Wealth Management Portfolio Manager to join our team. This...client investment portfolios for high-net worth individual and institutional clients. + Ensure client portfolios are… more
- Zions Bancorporation (Salt Lake City, UT)
- …we bring the opportunity. Zion Bancorporation is currently seeking a Fixed Income Portfolio Manager with the following qualifications to join the downtown SLC ... within Zions Wealth Management. This division is mainly focused on institutional clients (corporations, municipalities, foundations, etc.) The ideal candidate will… more
- JPMorgan Chase (Tampa, FL)
- …while contributing to the overall success of our organization. As a Project Manager - Strategy & Portfolio Governance in the Payments Operations Strategy Office, ... through differentiated analysis, insights, and recommendations that drive unparalleled client experience, fuel revenue growth, and fortify against risk, ensuring… more
- JPMorgan Chase (Chicago, IL)
- …meaningful impact by delivering high-quality products that resonate with clients. As a Portfolio Strategy Manager in Payments' Acquiring Platform & Rails, you ... successful launch of products, gather crucial feedback, and ensure top-tier client experiences. With a strong commitment to scalability, resiliency, and stability,… more
- HUB International (Tulsa, OK)
- …Bridgecreek Investment Management is a leading RIA in Private Wealth and Institutional business. Bridgecreek can help Advisors grow with Private Wealth, Retirement ... Plans, Deferred Comp, and Institutional business. The ideal candidate will be responsible for...will be responsible for effectively attaining and managing new client relationships, sourced both organically and non-organically through relationships… more
- JPMorgan Chase (New York, NY)
- JP Morgan Asset Management is the world's third-largest alternatives manager , with a 40-year history of delivering innovative alternative solutions across market ... Morgan Asset Management. Our alternative strategies are designed to achieve specific client outcomes and built to deliver uncorrelated returns to traditional asset… more
- Bank of America (New York, NY)
- Sr Relationship Manager II - Global Markets Client Delivery & Onboarding Readiness New York, New York **Job Description:** At Bank of America, we are guided by a ... Client Delivery & Onboarding Readiness function of client onboarding for Institutional clients across various...This job is responsible for working closely with sales, portfolio managers, product specialists, and client service… more
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