- US Bank (New York, NY)
- …Manager partners with Relationship Manager (s) to successfully manage a portfolio of Institutional Client Group credit relationships for clients in ... Consumer and Retail related industries. Grows revenue as directed by senior...types of credit account exposure, managing an assigned credit portfolio , successfully closing new business relationships and expanding existing… more
- Bank of America (Albany, NY)
- CVL Dealer Sales - Retail Client Manager Albany, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... increasing Auto & RV applications and loan production. The Retail Client Manager will prospect...and upon signing manage all aspects of the dealer's portfolio to ensure a mutually beneficial partnership is maintained.… more
- BMO Financial Group (Los Angeles, CA)
- …loan solutions for commercial real estate customers across the US The Portfolio Manager is responsible for preparing well-reasoned credit proposals in ... a timely manner (as necessary). + Credit Assessment & Risk Management (40%) + Client Performance / Portfolio Management (35%) + Sales Support and Partnership… more
- Pioneer Bank (Albany, NY)
- TITLE: Commercial Portfolio Manager LOCATION: Headquarters REPORTS TO: Commercial Portfolio Administrator CLASSIFICATION: Full Time, Exempt PAY GRADE: EX 55 ... of the relationship "team" working closely with the relationship manager , the client , and client 's...and processes. Maintains familiarity with all credits in assigned portfolio , and is actively involved with servicing client… more
- JPMorgan Chase (Columbus, OH)
- …The client base consists of Institutional, Private Bank, High Net Worth, and Retail clients. As a portfolio manager within The Customized Bond ... Commodities team (GFICC) at JP Morgan Asset Management, a leading fixed income manager with expertise across major sectors and niche markets. Our shared research… more
- Capital One (Mclean, VA)
- …be regularly worked. Charlotte, NC: $115,900 - $132,200 for Analyst, Underwriter & Portfolio Manager McLean, VA: $127,500 - $145,500 for Analyst, Underwriter & ... pro forma projections for various asset types (Multifamily, Industrial, Retail , Office, etc.) + Financial Modeling & Risk Metrics:... Portfolio Manager Plano, TX: $115,900 - $132,200… more
- Comerica (Costa Mesa, CA)
- Job Description Portfolio Manager II Under minimal supervision, manages portfolio of existing, complex customer relationships to ensure ongoing profitability ... retention and expansion (cross sales) with minimal supervision. Retain existing portfolio and associated profitability. Client Involvement Attends meetings with… more
- First Horizon Bank (Knoxville, TN)
- … manager for clients: establishing investment objectives, managing the client investment portfolio , providing regular reporting, and conducting client ... **Description** **Location:** On site at location listed in job posting **Summary** Portfolio Manager / Business Development Officer at Registered Investment… more
- Wellington (Boston, MA)
- …interacting with clients across institutional and retail channels to drive sales. The portfolio manager will work with and be supported by other members of ... Credit team, we are seeking an experienced Fixed Income Portfolio Manager (Bank Loans) in our Boston...bank loan book of business, including dedicated bank loan client portfolios, CLO collateral pools, a 40 Act mutual… more
- Regions Bank (Dallas, TX)
- …section of the system. **Job Description:** At Regions, the Regions Business Capital Portfolio Manager is responsible for managing portfolios, assisting senior ... partners to develop and execute goals through discussion and identification of client priorities + Manages the assigned portfolio by monitoring performance… more
- First Horizon Bank (Lafayette, LA)
- …**Location:** **On site at location listed in the job posting** **Summary** The Portfolio Manager assists in the assessment of risk and management of ... risk; identifies credit risk trends at the customer and portfolio level; notifies manager of risk changes....an accurate risk assessment and thorough underwriting. + Answer client questions; ensure all data is accurate for loan… more
- BMO Financial Group (Madison, WI)
- …positions as Director or VP level Senior Relationship Managers (RM) and Portfolio Managers (PM) in our Diversified Industries & Emerging Middle Market Group. ... RMs & PMs will be responsible to drive new client acquisition and growth in the market share across...& PMs develop and leverage strong relationships with the Portfolio Management and Treasury Product Services Teams, as well… more
- Compass Group, North America (Boston, MA)
- Flik Hospitality Group Take the next step in your career with FLIK as a Portfolio Corporate Wellness Manager ! + Location: Ideally based in Boston, MA. This ... training, communication and guidance for assigned accounts in accordance will client requests. The Regional Wellness Manager works collaboratively with… more
- First Horizon Bank (Birmingham, AL)
- …the best at serving their customers one opportunity at a time. **Summary** The SBA Portfolio Manager assists in the assessment of risk and management of the ... risk; identifies credit risk trends at the customer and portfolio level; notifies manager of risk changes....an accurate risk assessment and thorough underwriting. + Answer client questions; ensure all data is accurate for loan… more
- Qualtrics (Provo, UT)
- …5,000 people across the globe who think that's work worth doing. **Analyst, Technical Success Manager - Portfolio ** **Why We Have This Role** The XM Success Team ... find growth opportunities-ready or not, they'll find you. From retail to government to healthcare, we're on a mission...with the clients they support. As a Technical Success Manager , you should both be a tech-savvy professional and… more
- Wellington (Boston, MA)
- …market knowledge and breadth to cover multiple investment strategies as a " portfolio manager proxy." Strategies primarily include fundamental equities, but may ... clients. **About the Role** As part of Wellington Management's Client Platform, the Portfolio Advisor will represent...understanding of the needs of a broad range of client needs across institutional and retail channels.… more
- Capital One (Mclean, VA)
- …worked. Charlotte, NC: $115,900 - $132,200 for Analyst, Specialty Underwriter & Portfolio Manager McLean, VA: $127,500 - $145,500 for Analyst, Specialty ... pro forma projections for various asset types (Multifamily, Industrial, Retail , Office, etc.) + Prepare financial modeling inputs with...Underwriter & Portfolio Manager Plano, TX: $115,900 - $132,200… more
- TD Bank (Greenville, SC)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Relationship Manager II (RM) is a high-touch point of client ... clients in the high net worth segment. The Private Client Relationship Manager II will serve as...our most complex clients + Identifies opportunities within your portfolio and network to refer business to Retail… more
- Kohler Co. (Los Angeles, CA)
- **Assistant Retail Manager , KEC West Hollywood** _Work Mode: Onsite_ **Location: ** Onsite - West Hollywood, CA **Opportunity** The Assistant Store Manager ... Kohler Co. portfolio of brands. + Constructive feedback to Store Manager on all customer comments. + Suggestions for store improvement, product development and… more
- American Express (MD)
- …part of our customers' lives. Find your place in sales on #TeamAmex. This Senior Client Manager (CLM) position is responsible for managing a portfolio of ... in industries such as construction, technology, manufacturing, restaurant, hospitality, and retail . With an emphasis on growing B2B partnerships with our merchants… more