- Columbia Bank (South Jordan, UT)
- …most complex portfolios within Commercial and Corporate Banking. Assists Bankers with portfolio management, partner collaboration, and client -engagement to ... personal, business, financial, and market data gathered through relationship reviews, client engagement, market research, and partner collaboration. Participates… more
- Capital One (Mclean, VA)
- …REI, Williams Sonoma & BJ's. This role is at the center of our rapidly growing portfolio of client / partner card programs and will work on the team ... teams including creative agencies, analytics, research, operations, legal and client / partner . **The Ideal Candidate:** + Demonstrates strong curiosity,… more
- BlackRock (San Francisco, CA)
- …of 2-4 years investment or asset management experience + Prefer relevant client facing and/or portfolio construction experience + Combination of investment, ... - Custom Models Solutions team. The team works alongside Portfolio Managers and focuses on commercializing model portfolios for...will require a strong combination of leadership, investment, and client interpersonal skills. **As a CMS Client … more
- Kyndryl (Boston, MA)
- …to be fully vaccinated against COVID-19, however, if you are hired to work at a client , customer, or partner location, you may be required to show proof of ... to take on an exciting challenge as a Customer Partner with Kyndryl? We're looking for a dynamic individual...beyond. Not only will you lead a number of Portfolio accounts, but you'll also be the driving force… more
- Citizens (Atlanta, GA)
- …growth. + Achieve annual goals through new business development and growth of existing client portfolio . + Partner with Relationship Managers to position ... with partners in product, service and implementation to ensure the optimal client experience. + Provide market feedback and competitive insight to ensure we… more
- VaynerMedia (New York, NY)
- …Media, Analytics, Production, Influencer, and Commerce regularly on business priorities and portfolio -specific processes. + Partner with Client Service leads ... senior leaders on how to develop and implement appropriate portfolio processes and operations. Your experience is inclusive, but...assignment. + New Client Planning + Lead client discovery and scoping with CS partner … more
- Verndale (Boston, MA)
- About the Client Partner role This role can be in our Boston office or Remote for those outside of MA The Client Partner (CP) is Verndale's strategic ... their evolving needs are addressed. + Contribute to the Client Partner community, sharing insights and mentoring...retention. + Multi-practice penetration (number of services adopted per client ). + Margin contribution of portfolio . +… more
- Red River (Chantilly, VA)
- … - Red River** Red River is seeking a resilient, data-driven, and operationally disciplined Client Partner to lead a portfolio of managed services accounts ... solutions, challenge the status quo, and deliver first in class solutions. Our client -centric culture works to anticipate needs with an urgency to resolve issues and… more
- Cognizant (Portland, OR)
- …teams, uphold our values, and foster an inclusive culture. **About the role** As a Client Partner - Retail (Pacific Northwest), you will play a pivotal role in ... client satisfaction for all Cognizant solution portfolios - Regularly **reviews portfolio and account performance metrics and client satisfaction** with… more
- TEKsystems (Pittsburgh, PA)
- …the opportunity supported through our TGS Talent Acquisition Team Requires: The Senior Client Partner acts as the primary liaison between strategic clients and ... The position combines deep technical program management expertise with strong client relationship and portfolio management skills, reporting to the… more
- Wellington (Boston, MA)
- …skills with a demonstrated ability to partner effectively across portfolio management, research, trading, and client -facing teams to achieve shared ... research insights and the specific objectives of FRM custom client mandates. This portfolio manager will also...portfolio manager will also be a strategic thought partner on the FRM platform, collaborating closely with colleagues… more
- City National Bank (Los Angeles, CA)
- * PORTFOLIO MANAGER III- AFFORDABLE HOUSING* WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the credit management team focused on the long-term ... a sub-set of existing credits and is a key partner in the origination of new credits. *Primary responsibilities...their clients' credit needs with an elevated level of client service and credit acumen to address their needs… more
- City National Bank (Lake Mary, FL)
- …* Client calls and inquiries: be able to discuss both economic and client portfolio topics: - Introductory and ongoing review calls, build the client ... investment goals for clients. WHAT WILL YOU DO? * Partner with portfolio managers to recommend initial...or to provide investment recommendations. * Create and/or review client portfolio review presentations and portfolio… more
- City National Bank (Los Angeles, CA)
- * PORTFOLIO MANAGER III- Commercial Real Estate* WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the credit management team focused on the long-term ... This individual manages a sub-set of existing credits and is a key partner in the origination of new credits. *Primary responsibilities include:* * The Commercial… more
- Avenue5 Residential, LLC (Dallas, TX)
- …satisfaction of client accounts . Serve as the strategic business partner responsible for revenue growth for complex clients and partners within assigned regions ... . Partner with operations and portfolio service teams...portfolio clients . Lead special projects to support client development within assigned regions . Collaborate on all… more
- Bank of America (New York, NY)
- …investment manager selection and asset allocation and personalized to specific client circumstances. Additionally, Strategists will partner with Specialists ... Ultra High Net Worth Portfolio Strategist New York, New York **To proceed...with enterprise Specialists to ensure full scope of the client 's wealth needs are met. + Partner … more
- Fifth Third Bank, NA (Cleveland, OH)
- …skills. + Professional presence ( client -facing). + Experience managing an advanced commercial client portfolio with a degree of complexity. + Ability to ... career in banking at Fifth Third Bank. GENERAL FUNCTION: The Director, ABL Portfolio Management participates in the execution and achievement of the Fifth Third… more
- Citizens (Melville, NY)
- …to credit policy and requirements, financial analysis/modeling, risk evaluation, ongoing portfolio maintenance activities, and client support as needed for ... maintaining portfolio compliance with credit and risk policies. + Provide client management support for assigned portfolio , maintaining a regular level of… more
- City National Bank (Newark, DE)
- * Portfolio Manager II - Middle Market, Food and...a sub-set of existing credits and is a key partner in the origination of new credits. Primary responsibilities ... Beverage* WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the credit management team...their clients' credit needs with an elevated level of client service and credit acumen to address their needs… more
- City National Bank (Charlotte, NC)
- * Portfolio Manager I - Middle Market* * Charlotte, NC. **In Office 4 Days a week** * WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the *Middle Market ... This individual manages a sub-set of existing credits and is a key partner in the origination of new credits. Primary responsibilities include: * *Serve middle… more