- Principal Financial Group (New York, NY)
- …& Investor Engagement:** Participate in client meetings, respond to portfolio -related inquiries, and support relationship -building, mandate expansion, and ... areas of responsibility: + **Strategy & Investment Decisions:** Support portfolio strategy development and execution. Provide input on acquisitions, dispositions,… more
- Banc of California (New York, NY)
- …for our Venture Capital and Private Equity fund borrowers. In this role, the Client Manager will help manage a portfolio of loans and work with our fund ... WE WIN(R) **THE OPPORTUNITY** The VP Fund Finance, Client Manager will be a key member of our fast-growing...or related field. Preferred: + 3+ years of client relationship or portfolio management experience, ideally in… more
- HSBC (New York, NY)
- Senior Sales Manager Brand: HSBC Area of Interest: Commercial Banking Location: New York, NY, US, 10001 Work style: Hybrid Worker Date: 14 Dec 2025 In compliance ... by the industry's most prominent publications as the best global cash manager for corporates and financial institutions in consecutive years. For our largest… more
- Endo International (Hobart, NY)
- …state design, and implementing sustainable improvements. The Performance Excellence Manager is accountable for identifying candidates for training and certification ... to support ongoing projects. The Manager will collaborate with the site leadership team, production personnel, site performance excellence leaders and other… more
- SMBC (New York, NY)
- …improvement, Resource Allocation, Data Analysis). + Support and assisit adhoc request ( data analysis, report, etc) from manager from time to time. Submit ... incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. **Role Description** The AVP, Sales and… more
- Curia (Albany, NY)
- …and building and maintaining long-term partner and customer relations. The Manager /Director, Business Development will assist in developing market potential and ... customers and the desired positioning for the company, product portfolio determined, focusing on how to best implement the...satisfaction of customers - Prepare visit reports, and input data to maintain prospective database - Contribute to the… more
- City National Bank (New York, NY)
- * Portfolio Manager II - Middle Market, Food and Beverage* WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the credit management team focused on ... with institutional and regulatory requirements. * Collaboration: Partners with Relationship Manager (s) to successfully manage credit account relationships.… more
- Truist (New York, NY)
- …authority levels or as appropriate based on experience level in coordination with Portfolio Manager Team Lead. + Mentors and coaches Analysts, Associates, and ... maintain data integrity and identify emerging trends/risks on existing portfolio . Supplement team performance through mentoring and coaching by applying a… more
- Citizens (Melville, NY)
- …of clients/credits included in the portfolio when interacting with peers, Relationship Manager , team leader, and senior managers across departments/teams. + ... clients are trying to go and bring the tools, data , and strategic insights to help them get there....them get there. As a Middle Market Corporate Banking Portfolio Manager II, you will be responsible… more
- American Express (New York, NY)
- …insights and best in class portfolio and program management. The Senior Manager Portfolio Management will lead portfolio reporting working with senior ... in managing and ensuring successful financial, delivery and operational outcomes across the portfolio - leveraging data analytics and insights to gather and… more
- American Express (New York, NY)
- …all our customers. **How will you make an impact in this role?** The Portfolio Manager is responsible for end-to-end management of workforce planning, headcount ... company while driving differentiation through building and leveraging innovative technology and data insights. The Enterprise CRM Solutions team was created in 2024… more
- Synchrony (New York, NY)
- Job Description: **Role Summary/Purpose:** The VP, Portfolio Fraud Manager role is responsible for driving analytic insights and fraud initiatives for the full ... success of the business. The role reports to the Portfolio Credit Leader for Lowe's. The role interacts with...reporting and ad-hoc analytics with SAS, Tableau and other data tools to draw conclusions and drive recommendations +… more
- New York State Civil Service (New York, NY)
- NY HELP No Agency Insurance Fund, State Title Private Markets Assistant Portfolio Manager Occupational Category Other Professional Careers Salary Grade NS ... investment opportunities in its growing, internally managed private markets portfolio . Salary will be commensurate with experience.Responsibilities include, but are… more
- JPMorgan Chase (Flushing, NY)
- …relationships, and providing support to your team and clients, then a role as a Business Relationship Manager Area Manager is for you. As an Area Manager ... + Coach and develop team on all aspects of managing a portfolio , including relationship management, prospecting, profitability, client experience, and risk… more
- BlackRock (New York, NY)
- **About this role** **Role Description:** A Relationship Manager - Associate's primary function is to work alongside and in support of a Senior Relationship ... as well as manage quarterly and annual RFPs and data requests in partnership with our RFP teams. Over...markets. **Primary Responsibilities** : Work directly with a senior relationship manager providing support on client firms.… more
- City National Bank (New York, NY)
- * RELATIONSHIP MANAGER SENIOR* *New York, NY* WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for ... and expansion of existing relationships in their own client portfolio and will actively work with other areas of...holistic view of client's needs - draw insights from data to provide sound financial advice (strategies, products /… more
- Wells Fargo (White Plains, NY)
- **About this role:** Wells Fargo is seeking a Senior Small Business Banking Relationship Manager (LO) to be part of our growing Small & Business Banking Team. ... + Assess, through review and analysis of moderately complex data , the customer's financial needs and as needed, recommend...business products and services can support businesses in the portfolio + Ensure the overall success and growth of… more
- Comcast (New York, NY)
- …for publishers, advertisers, and media buyers. Powered by premium video content, robust data , and advanced technology, we're making it easier for buyers and sellers ... to transact across all screens, data types, and sales channels. As a global company,...**Job Description** **Core Responsibilities** + Own and grow a portfolio of strategic SSP publisher accounts, with accountability for… more
- BankOnBuffalo (Buffalo, NY)
- …and collaborating, as necessary. + Maintain high standards in regard to commercial loan portfolio data quality and consistency; ensure that all commercial loan ... efforts are documented properly and accurately. + Assist with data gathering and review for various portfolio ... portfolio monitoring reporting and projects as assigned. Portfolio Monitoring Analyst III + Assist department manager… more
- Santander US (New York, NY)
- … of loan relationships, and routinely monitors them for risks inherent in a loan portfolio . The incumbent provides support to the manager of the department on ... Underwriting & Portfolio Management Associate Country: United States of America...+ Reviews relevant deal documents / information provided in data room, by Company / Sponsor, and third party… more
