- 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 II / III New York, New York;Chicago, Illinois; Newport Beach, California; Los Angeles, California; Boston, Massachusetts; Charlotte, ... 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
- Wells Fargo (Boston, MA)
- **About this role:** Wells Fargo is seeking a Senior Lead Commercial Real Estate Portfolio Manager. Learn more about the career areas and lines of business at ... construction and lease-up progress + Analyze tax returns and property and client financial statements + Review requests for capital contributions and reserve… 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
- Citizens (Boston, MA)
- …Relationship Managers (RMs) and Credit Product Managers (CPMs) as needed to meet client needs for new loans while ensuring Citizens' credit risk profiles are ... and exhibited competency in various aspects of commercial lending / portfolio management including financial analysis and credit structuring, understanding and… 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
- JPMorgan Chase (Boston, MA)
- …exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the ... individuals alike. Our clients face an infinite set of portfolio building challenges. We meet them with a singular...way that's best for them. As a Platform Solutions Client Advisor, you will work in partnership with JP… 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
- JPMorgan Chase (Newtonville, MA)
- …provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + ... solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer...done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial… more
- Bank of America (Boston, MA)
- Consumer Product Strategy Manager II - Client Protection Phoenix, Arizona;Belfast, Maine; Plano, Texas; Richmond, Virginia; Newark, Delaware; New York, New York; ... employees who develop strategies and drive analytics to understand portfolio risk, increase profitability, and optimize operational performance. Key responsibilities… more
- Harvard University (Cambridge, MA)
- …enhance the program and participant experience. Monitors competitive offerings, and shapes portfolio based on client and market insights. + Develops ... client acquisition. Collaborates with internal sales teams to support and grow client engagements. + Partner with and support HBS faculty and senior… more