- Neuberger Berman (New York, NY)
- …+ Establish processes for monitoring product performance, product enhancements, risk, client experience, and quality (eg portfolio management changes, ... **_Job Description:_** We are seeking a Separately Managed Account (SMA) Product Manager to support the firm's taxable and tax-exempt fixed income SMA products. This… more
- Home Depot (Atlanta, GA)
- …team members are aligned with the broader business goals and effectively contributing to client success. Coach and develop Retail Media Account Managers and ... deliver regular reporting with actionable insights and ROI analysis in partnership with Retail Media Account Manager . **Direct Manager /Direct Reports:** +… more
- HSBC (San Francisco, CA)
- Wealth Relationship Manager Brand: HSBC Area of Interest: Branch and Retail Banking Location: San Francisco, CA, US, 94111 Work style: Hybrid Worker Date: 28 Dec ... of the fundamentals of wealth planning will be key as the Wealth Relationship Manager acquires, develops, advises, and retains a portfolio of clients. As our… more
- HSBC (Bellevue, WA)
- Wealth Relationship Manager Brand: HSBC Area of Interest: Branch and Retail Banking Location: Bellevue, WA, US, 98004 Work style: Office Worker Date: 24 Dec 2025 ... wealth planning will be key as the WRM acquires, develops, advises, and retains a portfolio of clients. As our Wealth Relationship Manager you will: - Build… more
- Dickinson Financial Corporation (Aurora, CO)
- **Summary** A Banking Center Manager I is an expert educator that is responsible for the overall success of the assigned banking center and provides periodic ... management support for other banking centers. A Banking Center Manager I is responsible for a profitable banking center through sales and promotion of bank products… more
- Quad (Chicago, IL)
- …technology for the benefit of our clients . Foster accountability and ownership of client portfolio ; marshal resources, as necessary, to ensure work is completed ... at its core, specializes in omnichannel media, commerce and retail media, advanced in-home media, as well as content...assigned clients. The Senior Associate works closely with the Manager and Director to ensure buy goals are met.… more
- HSBC (Cupertino, CA)
- …Wealth Relationship Manager for the banking portions of their assigned portfolio + Provide dedicated assistance in the delivery of service and support activities ... Relationship Officer Brand: HSBC Area of Interest: Branch and Retail Banking Location: Cupertino, CA, US, 95014 Work style:...of contact for clients in instances of Wealth Relationship Manager absence, including answer client calls, resolve… more
- BMO Financial Group (San Ramon, 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
- BlackRock (New York, NY)
- …and Short Duration team within BlackRock's Fundamental Fixed Income platform is seeking a portfolio manager to assist with this $90bn book of business. These ... MBS and CLOs). Clients include pension funds, corporate treasury departments and retail investors, with portfolio types spanning separate accounts, mutual funds,… more
- First Horizon Bank (Dallas, TX)
- **Description** **Location:** Onsite at location listed in posting **Summary:** The Portfolio Manager assists in the assessment of risk and management of the ... least 5 years of commercial credit experience required (as credit analyst, underwriter, portfolio manager or similar position) + Microsoft Office suite **About… 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
- 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
- Wells Fargo (Fort Lauderdale, FL)
- …**About this role:** Wells Fargo is seeking a VP- Lead Commercial Real Estate Portfolio Manager / Underwriter to assist in managing a group of assigned ... platform + Analyze and underwrite new loan opportunities within the assigned portfolio , utilizing market research, internal loan information, client data, and… more
- Citizens (Irvine, CA)
- …maintenance activities, and as needed client support for an assigned portfolio of existing restaurant finance and retail petroleum credits. Most importantly, ... Description Associate Portfolio Manager , Franchise Finance Description At...Handle multiple accounts on your own, engage in 1:1 client contact, and actively participate in risk discussions. Qualifications,… more
- Bank of America (Troy, MI)
- CVL Dealer Sales - Retail Client Manager Cleveland, Ohio;Grand Rapids, Michigan; Toledo, Ohio; Troy, Michigan **To proceed with your application, you must be ... 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
- First Horizon Bank (Coral Gables, FL)
- **Description** **Location:** **On site at location listed in job posting.** **SUMMARY** The Portfolio Manager assists in the assessment of risk and management ... 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
- Berkshire Bank (Worcester, MA)
- Division: Retail Banking Department: My Banker Reports to: VP, MyBanker Portfolio Manager Status: Exempt Grade: 9 Pay range: $52,000 - $87,568 Actual ... to maintain current and accurate information. + Performs a variety of portfolio management and compliance functions. Monitors client portfolios for adherence… more
- BlackRock (Princeton, NJ)
- …Role** BlackRock's SMA Solutions business is seeking a Separately Managed Account (SMA) Portfolio Manager to work within the dynamic and fast-paced environment ... PM SMA Team in the Princeton office. As a Portfolio Manager , you will build relationships internally...accurate model implementation, and minimize performance dispersion across the client population. In addition to having a passion for… more
- Compass Group, North America (Mountain View, CA)
- Bon Appetit **Position Title: Portfolio Marketing Manager ** **Salary:** 85,000-110,000 **Other Forms of Compensation:** Our Passion is Food! At Bon Appetit ... into exciting opportunities for our people! **Job Summary** The Marketing Programs Manager supports the strategic execution and consistency of national marketing and… more
- Raymond James Financial, Inc. (Villanova, PA)
- **Summary of the** **Position:** The Commercial Real Estate (CRE) Credit Portfolio Manager assists the relationship managers with the underwriting of new and ... and Closer, facilitates Pre-Close Kick off Call between Closer, Portfolio Manager , Bank Counsel, Borrower Counsel and...credit approvals prior to closing. + Accompanies the relationship manager on prospect / client calls when… more
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