- Ceridian HCM, Inc. (Washington, DC)
- …and delegates work to the Assistant Account Manager and Account Representatives;Collection of fees, reconciliation and resolution of any outstanding ... and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal...service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on… more
- Dexian - Signature Consultants (Charlotte, NC)
- …daily work allocation and SLA target managementHands on experience in portfolio and fund accounting activities including trade processing, security master setup, ... management /performance fees calculation, security pricing and NAV generationReporting with portfolio package including trial balance, balance sheet, P&L, and other … more
- Percepta (Remote, OR)
- …/ practice.Establish and manage project governance structures and systems (eg, portfolio management, stakeholder communications, risk management plans) with ... management teams. Facilitate and drive decision-making, issue escalation or resolution , and effective status communication within and across projects.Lead, mentor,… more
- Fidelity TalentSource LLC (Boston, MA)
- …Team\u00A0\u202F\u00A0Strategic Advisers LLC (SAI) is a leading innovator of managed account solutions for Fidelity Investments and currently the #3 ranked Managed ... Account platform in the industry.\u00A0\u00A0 SAI has experienced tremendous growth in the last 3 years and is expecting further growth acceleration in the coming… more
- Fidelity TalentSource LLC (Boston, MA)
- …across various product structures. You will partner with the FDAM investment, risk and data science teams to understand and articulate product design, investment ... structure selection and design, pricing, market and competitive positioning, client portfolio positioning and articulation of investment cases for each client… more
- Fidelity TalentSource LLC (Westlake, TX)
- …associates, including mentoring and career development.Outstanding decision-making and problem resolution skills, including account remediation plans, and the ... detailed measurement, analysis and reporting on a large institutional multi-asset class portfolio . This team also serves as subject matter experts and primary point… more
- Truliant Federal Credit Union (Winston-Salem, NC)
- …negotiating agreements, optimizing costs/added value, contract management, mitigating vendor risk , and ensuring that vendors deliver quality goods and services ... overall management of procure-to-pay, vendor relationships, onboarding/termination, vendor performance, risk management, contract management, centralized repository, and reporting.Prepares and… more
- Amerant Bank (Miramar, FL)
- To provide superior standards of service to an assigned portfolio of customers (personal & commercial) with the objective to strengthen customer loyalty and ... claims and queries, ensuring that the process of customer claim resolution is administered within the established parameters of quality and efficiency.Coordinates… more
- MultiPlan (Atlanta, GA)
- …team leadership and insights to Client Management, Solution Specialist, Operations and Account Associates to ensure resolution of customer issues and meet ... role manages all aspects of the day to day account management activities for an assigned set of clients...-- this role is considered to be a High Risk Role.13. The position responsibilities outlined above are in… more
- Sutter Health (San Francisco, CA)
- …level skills in cross-functional team building, consensus building, conflict resolution , and risk management.Ability to innovate while managing ... teams through the innovation life cycle across the D&I portfolio (long-term strategy and vision, new product creation, embedded...where the position may be filled. Compensation takes into account several factors including but not limited to a… more
- M&T Bank (Baltimore, MD)
- …loan reserve accounts and processes transactions in accordance with loan covenants and Risk 's employee as signer account standards. + Responds to and resolves ... in accordance with Credit Policy, Commercial Procedures, and thresholds established by Commercial Risk + Supports portfolio management in the annual review data… more
- Wells Fargo (Pasadena, CA)
- …in developing and maintaining client relationships. May periodically assist with office risk management duties and managing overall account relationships + ... this role:** Wells Fargo is seeking a Commercial Banking Portfolio Manager as part of the Middle Market Credit... management to meet the long-term financial objectives and risk tolerance for commercial banking clients. Serves as a… more
- BMO Financial Group (Chicago, IL)
- Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of banking ... Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending expertise to a lending and deposit … more
- PNC (Ligonier, PA)
- …internal team members to take ownership and provide prompt resolutions on administrative, risk , compliance and account specific activities. The PTA will possess ... to contribute to the company's success. As an Associate Portfolio & Trust Administrator within PNC's Private Bank organization,...documents, state law, policy and procedure. + Responsible for risk management and the resolution of legal… more
- PNC (Brock, NE)
- …have an opportunity to contribute to the company's success. As an Asset Resolution Consultant Senior within PNC's Midland organization, you will be based in office ... footprint of Kansas City, Dallas, or Birmingham. **Job Description** + Administers large-level- risk transactions for clients with the goal of minimizing losses and… more
- GE Vernova (Memphis, TN)
- …be assigned to lead managing the TVA Aero Contractual Service Agreement (MYA) account portfolio , own the customer relationship, care for customer operations wing ... customer in the state of Tennessee, leading the Aero account portfolio overseeing Post New Unit Commissioning...Saving Rules". + Lead direction for all emergent/forced outage resolution . + Accountable for the wing-to-wing outage execution via… more
- ServiceNow, Inc. (San Diego, CA)
- …customer adoption, usage data, health indicators, renewal dates, growth opportunities and risk indicators across your portfolio and drive appropriate actions to ... work better for everyone. ServiceNow is looking for a Portfolio Success Manager (PSM). You will be part of...attrition. + You will own and drive issues to resolution via negotiation, influence and objection handling with senior… more
- JPMorgan Chase (Plano, TX)
- …solutions to your clients? You have found the right team. As a Portfolio Banker in the Global Corporate Banking & Specialized Industries Financial Institutions ... you will be the primary relationship manager for a portfolio of accounts. Working both independently and as part...of the firm to clients + Oversee, escalation and resolution of any AML-identified compliance issues, as well as… more
- TD Bank (New York, NY)
- …- identifies and manages risks, and ensures the prompt and thorough resolution of escalated non-standard, high- risk issues + Actively manages relationships ... The included salary range for this role takes into account multiple factors that are considered in making compensation...details for this role. **Line of Business:** Financial Crime Risk Management **Job Description:** The AML Financial Crime … more
- Wellington (Boston, MA)
- …the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a ... life experiences, fresh ideas, and specialized subject-matter expertise. JOB OVERVIEW Portfolio Accounting is responsible for the integrity of Wellington's records,… more
