- Nuveen Investments (Charlotte, NC)
- …performance outcomes and risk control for our clients. Nuveen GFI is seeking a senior client portfolio manager to support the ongoing growth of our platform. ... Nuveen Global Fixed Income ("Nuveen GFI") is world-class asset manager that manages approximately $600 billion of investment strategies across the broad spectrum of… more
- T. Rowe Price (San Francisco, CA)
- …important client segment, the firm has built a global team of Institutional Client Service Executives (ICSE) who serve as the primary relationship managers ... client service. Qualifications Required: + 15+ years of institutional client service experience with demonstrated success developing relationships… more
- US Bank (Charlotte, NC)
- …client relationships and may also co-manage client relationships and portfolio credit quality with a Relationship Manager to manage assigned relationships ... and coverage team members on the day-to-day management of Institutional Client Group clients within the Securities...Securities Industry and Global Banks Division. Assists the Relationship Manager with internal and external client meeting… more
- US Bank (Chicago, IL)
- …what you excel at-all from Day One. **Job Description** The Institutional Client Group (ICG) Senior Relationship Manager (RM) manages and grows a large ... and complex portfolio of small to Mid-Cap companies in the Chicagoland...and expanding existing customer relationships. Works closely with the portfolio management team to manage loan and portfolio… more
- US Bank (Chicago, IL)
- …the level of the position that aligns with their experience.** The Relationship Manager Sales Associate manages an assigned portfolio of municipal, corporate ... and/or commercial accounts throughout the United States. Responsible for overall client satisfaction and retention; compliance with government and bank regulations… more
- City National Bank (New York, NY)
- *RELATIONSHIP MANAGER -NONPROFIT & INSTITUTIONAL BANKING* WHAT IS THE OPPORTUNITY? Develops and manages relationships with commercial clients in the assigned ... and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated… more
- HSBC (New York, NY)
- …NBFIs, with a minimum of 5 years' relevant experience + Experience of managing a client portfolio and/or responsibility for a driving client cross-sell and ... for corporates and financial institutions in consecutive years. As our Director, Sales Manager - Global Payment Solutions, Institutional Sales you will: + Work… more
- US Bank (Dallas, TX)
- …(PFMAM), a division of US Bancorp Asset Management, Inc. is currently seeking an Institutional Sales and Relationship Manager to join with other team members in ... new business development and client management for its investment advisory practice in Texas....portfolio management, sales, marketing, or relationship management with institutional clients (Business to Business environment) - Must be… more
- Neuberger Berman (New York, NY)
- …Wealth Investment Group to implement asset allocations in accordance with client investment policy. Oversee/implement trading and portfolio rebalancing process ... The Institutional Fiduciary Officer is an important member of...be the daily business owner of a variety of client relationships and is responsible for ensuring high levels… more
- KeyBank (Denver, CO)
- …guidelines to resolve client issues and needs and escalates issues to manager when appropriate. **Develop Self, Staff & Others** + Take ownership of your ... is responsible for: (a) independently manage and maintain an active closing portfolio consisting of moderate to highly complex loan transactions, (b) be proficient… more
- PNC (Cleveland, OH)
- …on a regular basis. Some responsibilities may be performed remotely, at manager 's discretion. Reporting to the Institutional Asset Management Market Leader, ... success. As an OCIO Senior Investment Advisor within PNC's Institutional Asset Management organization, you will be based in...strategic and tactical changes in allocation based on each client 's unique needs, and supporting the development of new… more
- Nuveen Investments (Charlotte, NC)
- …successful performance outcomes and risk control for our clients. Nuveen GFI is seeking a client portfolio manager to support the ongoing growth of our ... Nuveen Global Fixed Income ("Nuveen GFI") is world-class asset manager that manages approximately $600 billion of investment strategies across the broad spectrum of… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …across distribution channels, referrals and other decision makers * Monitor client portfolio performance for under- or out-performance and/or dispersion ... directly covering a subset of clients * Engage the portfolio management teams within the sales planning process and...focusing on new business development as well as deepening client relationships * Participate in initiatives within the department… more
- BlackRock (San Francisco, CA)
- …achieve greater financial well-being, and it's something we are deeply passionate about! ** Portfolio Manager Role** We have an exciting opportunity to join our ... in their respective markets, managing the assets of both institutional and individual investors. Our clients benefit from our...and Digital Assets (DDA) team within BGM as a Portfolio Manager . In this role, you will… 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 ... tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on...Credit team, we are seeking an experienced Fixed Income Portfolio Manager (Bank Loans) in our Boston… more
- BlackRock (San Francisco, CA)
- …banks, sovereign wealth funds and other institutional investors. We are seeking a portfolio manager to complement our Core PM team. SAE Core PM team members ... **About this role** **Systematic Active Equity (SAE) Core PM Portfolio Manager | Associate / VP |...quantitative equity investment group with BlackRock. We invest our client assets (approximately $150bn) using quantitative insights captured in… more
- PNC (Cleveland, OH)
- …an opportunity to contribute to the company's success. As an Investment Manager / Portfolio Research Specialist - Defined Contribution Plans within PNC's Asset ... field on a regular basis. Some responsibilities may be performed remotely, at the manager 's discretion. This position works as part of an investment service team in… more
- JPMorgan Chase (New York, NY)
- …global bonds, structured products, mortgages and tax-aware strategies. As an Insurance Portfolio Manager within the Global Fixed Income Currency and Commodities ... on insurance clients. You will be in charge of portfolio positioning, monitoring risk metrics, and meeting client...businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and… more
- Regions Bank (Chattanooga, TN)
- …of either Private Wealth or Institutional Clients by serving as the Portfolio Manager + Works with clients and multiple partners to development investment ... into the careers section of the system. **Job Description:** At Regions, the Asset Management Portfolio Manager serves as a Portfolio Manager for… more
- Zions Bancorporation (Las Vegas, NV)
- …NV and reports up to the Director of Investment Management. The Portfolio Manager (PM) role is 30-40% client facing and works closely with other Wealth ... the opportunity. We are currently seeking a Wealth Management Portfolio Manager to join our team. This...client investment portfolios for high-net worth individual and institutional clients. + Ensure client portfolios are… more
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