- Fidelity TalentSource LLC (Boston, MA)
- …product structure selection and design, pricing, market and competitive positioning, client portfolio positioning and articulation of investment cases for ... crypto investment strategies across various product structures. You will partner with the FDAM investment, risk and data science...each client segment.Product Strategy: Developing and executing a comprehensive product… more
- Fidelity TalentSource LLC (Boston, MA)
- …messaging technologies and web containers such as Spring BootExperience with client side tech stack: HTML, CSS/SCSS, JavaScript, Angular and NGRXExperience working ... applications that give Fidelity a strategic edge. The\u00A0Skills\u00A0You BringWrite thin client and service layer code with equal proficiency, quality and… more
- Fidelity TalentSource LLC (Boston, MA)
- …investment technology to plan and prioritize product backlog. Anticipates, discovers, and prioritizes client and partner needs, to serve as a voice, and guide ... and learning. Primary Responsibilities: Collaborates with Investment Professionals -- Portfolio Managers, Quantitative Analysts, or Traders. Outlines sophisticated product… more
- Fidelity TalentSource LLC (Boston, MA)
- …and product developmentLead ongoing project reporting for senior leaders and partner to provide updates on project implementationEssential team member on solution ... investment team to communicate the investment process, investment philosophy, portfolio construction, positioning, messaging, and representative training, as well as… more
- Astrix Technology (Boston, MA)
- ** Client Partner ** **POSITION** **Reports To:** Vice Commercial, Clients, and Channels **FLSA Status:** Exempt **ROLE** **SUMMARY** The Client Partner / ... + Prospect for and identify qualified key targeted new client relationships in assigned client portfolio...Partner with Marketing and Delivery teams to identify client personas that are critical buyers or decision influencers… more
- Publicis Groupe (Boston, MA)
- …Sapient (PS), a global leader in Digital Business Transformation (DBT), is looking for a Client Partner with a demonstrated track record of results to join our ... you will harness the depth and breadth of PS' portfolio , and the value-add of our extended capabilities through...to Client priorities + Contribute to Global Client Partner community and Growth Force community… more
- Acxiom (Boston, MA)
- The Client Partner serves as the primary post-sale point of contact for clients and responsible for their satisfaction. Uses in-depth knowledge of client ... contribute to the generation of revenue proactively and strategically across client portfolio . Possess the skills and knowledge needed to identify, create, and… more
- Bank of America (Boston, MA)
- …primary accountability for all monitoring and maintenance activities on an assigned portfolio , including straight forward and complex client relationships. The ... applicable regulatory requirements. They report to the AB Senior Portfolio Manager and partner closely with AB...of solid experience in financial analysis, structuring, underwriting and portfolio management for commercial and/or ABL client … more
- Bank of America (Boston, MA)
- Portfolio Management Officer III Charlotte, North Carolina;New York, New York; Chicago, Illinois; Newport Beach, California; Los Angeles, California; Boston, ... with the power to make a difference. Join us! **Job Description:** The Portfolio Management Officer III (PMO III) has primary accountability for all monitoring and… more
- Bank of America (Boston, MA)
- …primary accountability for all monitoring and maintenance activities on an assigned portfolio , including straight forward and complex client relationships. The ... Portfolio Management Officer II / III Greensboro, North...participates in the internal credit approval process led by client manager (straight forward transactions) and/or CPO (complex credits)… more
- Banc of California (Boston, MA)
- …or Fund Finance) and supports borrower relationships managed by that unit. The Portfolio Analyst should strive to understand the client 's operating performance ... training, small business support, affordable housing, and more. **Job Summary** The Portfolio Analyst role is responsible for monitoring the performance of borrowers… more
- Editas Medicine (Cambridge, MA)
- …counsel to stakeholders when developing strategy & roadmaps + Lead development of annual portfolio and budget recommendation for client groups + Lead creation of ... stakeholders in Manufacturing and Quality, serve as a strategic partner with business function groups, advocate and lead IT...insights/rationalize + Ensure SOX and GxP compliance of the client groups' app portfolio + Establish performance… more
- M&T Bank (Boston, MA)
- …financial trends, and other pertinent credit issues of respective deals. + Partner proactively with relationship managers and be intimately involved throughout the ... of the loan to maintain timely and accurate risk ratings for a portfolio of commercial credits. + Spread financial statements and prepare financial models designed… more
- BlackRock (Boston, MA)
- …to Financial Advisors within a specific segment and defined territory. The Market Sales Partner will maintain a high level of client connectivity and represent ... + Embrace the firm's commitment to the client experience and exceed client expectations + Partner with colleagues across the organization to improve the… more
- Banc of California (Boston, MA)
- …team prior to loan closing to prepare for the seamless transfer of the new client into Portfolio Management. + Proactively track performance of client ... to existing loans. + Prepare reports and summaries to keep management informed on portfolio performance, as required. + Communicate with client and or supervisor… more
- CBRE (Boston, MA)
- …and/or optimization-focused initiatives as the need arises. Develop benchmarks for the client 's Real Estate portfolio to identify trends, risks, and ... Sr. Client Strategy Consulting Manager - Remote West Coast...processes to be followed by the function and defines portfolio management priorities for site, area and function planning… more
- Xylem (Boston, MA)
- … client pitches and moving them through contracting and procurement. + Partner closely with Xylem Client Solution Architects and other commercial managers ... We're Hiring for a Client Solutions Manager! If you are excited and...will be responsible for becoming a trusted advisor and partner to clients by leading digital transformation programs that… more
- Morgan Stanley (Boston, MA)
- …Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on ... in the office the remaining days of the week. *ABOUT THE TEAM* The Client Relations Group (CRG) at Parametric builds meaningful relationships with clients by closely… more
- Jacobs (Boston, MA)
- …you can evolve, grow and succeed - today and into tomorrow. As a Client Account Manager, you will have the opportunity to impact strategic business relationships to ... responsible for the development and management of sales strategies, client relationships, pursuits, presentations, and intracompany business partnerships that… more
- Bank of America (Boston, MA)
- Consumer Product Strategy Analyst III - Client Protection Phoenix, Arizona;Belfast, Maine; Plano, Texas; Richmond, Virginia; New York, New York; Boston, ... uses multiple databases to acquire statistical and financial data. Utilizes portfolio trends to propose policy/procedural changes within segmentation structure to… more
