- US Bank (Greenwich, CT)
- …With a collaborative team structure, strong leadership support, a rich product portfolio and exceptional prospecting opportunities, we empower you to grow and build ... client. Strong focus on managing client account retention to meet Net Portfolio growth objectives of the company. Shared responsibility for soliciting, developing,… more
- US Bank (Cincinnati, OH)
- …client. Strong focus on managing client account retention to meet Net Portfolio growth objectives of the company. Shared responsibility for soliciting, developing, ... managing, and retaining client relationships for Private Wealth Management ( PWM ). **Basic Qualifications** - Bachelor's degree, or equivalent work experience - 10 or… more
- US Bank (Milwaukee, WI)
- …from Day One. **Job Description** Responsible for managing a team of portfolio managers which invests assets for high-net worth and ultra-high-net worth individuals, ... dynamic leadership, ensuring accountability for investment and regulatory compliance amongst portfolio managers, and will inspire both fellow employees and clients… more
- Morgan Stanley (Miami, FL)
- …clients that may involve evaluating account performance, analyzing investment portfolio holdings and generating quarterly investment performance monitors * Provides ... and communicates enhanced service protocols and new procedures, products and portfolio enhancements to existing clients * Identifies and implements practice… more
- CIBC (Houston, TX)
- …visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Client Service Manager is a critical point of contact for all service related ... responsible for building and maintaining client relationships. The Client Service Manager works in a team-oriented environment with Relationship Managers, other… more
- Otis Elevator Company (Bloomfield, CT)
- …Team Leader. This position will support and work closely with the department manager . Specifically, you will ensure that the department process and workflow are ... and ICs. + Must be adept at debugging circuits containing operational amplifiers, comparators, PWM , and regulators. + Will be organized and able to thrive in a… more
- Zions Bancorporation (Fresno, CA)
- …general) seeking commercial loans, commercial real estate loans, bank and PWM -based services in accordance with individually established business development goals. ... internal and external relationship focused. + Achieves annual Managed Portfolio Growth goals. + Demonstrates clear understanding of risk...years work history in a commensurate Middle Market Relationship Manager role. + Must have at least 6+ years… more