- MassMutual (Houston, TX)
- **The Opportunity** We're looking for a motivated and ambitious ** Client Portfolio Manager ** to join our growing wealth management organization! Your work ... economics, or finance + 5+ years wealth management or client portfolio management experience + Series 66... Solutions team + Focused one-on-one meetings with your manager + Access to mentorship opportunities + Networking opportunities… more
- Allied Universal (Mason, OH)
- …perks and more for most full-time positions! **Now Hiring Full Time Portfolio Manager ** **Valid Driver's License required for driving positions** **Endless ... in the nation, expanding internationally!** Allied Universal is currently seeking a Client Manager to lead a business segment in a designated region. The primary… more
- Citizens (Tarrytown, NY)
- …Wealth Portfolio Management Group is responsible for the day-to-day management of client portfolios. The Wealth Portfolio Manager provides portfolio ... the day/day strategies, objectives, risk/return and liquidity needs for the client . The portfolio manager will partner with internal colleagues such as… more
- DAI (Bethesda, MD)
- … client needs and discuss options on how the ACE program can best meet client objectives. The Portfolio Manager will support the ACE Technical Area ... ** Portfolio Manager , Advancing Capacity for the...closely monitor existing activities to ensure that they meet client expectations for quality, timeliness and budget performance, as… more
- Fifth Third Bank, NA (Pittsburgh, PA)
- …relays information. + Maintains a consistent and open line of communication with the client portfolio manager /specialist related to client matters (eg ... Fifth Third Bank. GENERAL FUNCTION: Supports the Wealth Advisor; interacts directly with the client in administrative and support matters and a variety of client … more
- Morgan Stanley (Purchase, NY)
- *Responsibilities* Serve as Portfolio Manager to build and manage client portfolios for OCIO's clients * The Portfolio Manager will be responsible ... diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *OCIO Portfolio Manager * **Location:** *New York-Purchase* **Requisition… more
- Scotiabank (New York, NY)
- …+ Providing support on employee total rewards for stakeholders within assigned client portfolio by: + Assisting the Senior Manager HR BP with managing the ... Manager , HRBP **Requisition ID:** 196798 **Salary Range:** 85,700.00...+ Providing effective relationship management for stakeholders within assigned client portfolio by: + Under the supervision… more
- Jacobs (Columbus, OH)
- …and business strategies. Reporting to the Navy Portfolio Sales Director, this Client Account Manager (CAM) position has the principal focus of participating ... of Business has global reach to serve its diverse client base with specialized project delivery. We create and...the same. This business development position will serve our client 's requirements and missions, with an emphasis in environmental… more
- Jacobs (Honolulu, HI)
- …business strategies. Reporting to the Army/Air Force Portfolio Sales Director, this Client Account Manager (CAM) position will be based in our Honolulu, HI ... of Business has global reach to serve its diverse client base with specialized project delivery. We create and...within the region. This sales-oriented position will serve our client 's requirements and missions within the areas of facilities… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …+ Active member of the deal team working directly with the client , relationship manager , portfolio manager , asset manager , legal and pricing ... Finance lease transactions. This position will interface with the client , relationship manager , portfolio managers, asset managers, legal and pricing… more
- ICF (New York, NY)
- …and market development efforts. The **Operations Lead** will work with the New York Operations Manager , client portfolio leads, and the broader New York team ... variances + Track contractual Key Performance Indicators (KPIs) and coordinate with portfolio manager on any necessary corrective action plans + Monitor… more
- Allied Universal (Chicago, IL)
- …perks and more for most full-time positions! Allied Universal is currently hiring a Client Portfolio Director to lead a business segment in a designated region. ... The primary role of the Client Portfolio Director is to enhance ...team and fill in for them and the District Manager in their absence or as requested or required.… more
- CIBC (New York, NY)
- …more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **JOB PURPOSE** The Portfolio Manager primary purpose is to ensure objectives ... portfolio administrative activity. **KEY ACCOUNTABILITIES / RESPONSIBILITIES** The Portfolio Manager will be responsible for but...team. + Non-credit approval authority up to approved limits Client Portfolio Maintenance + Work with CIS… more
- CIBC (Chicago, IL)
- …visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **Job Description** **Duties and Responsibilities** The Portfolio Manager will be responsible for but ... active portfolio management. General + Interact with other team members (Group Portfolio Manager , Market Lead and Credit) to achieve ultimate approval for… more
- Abt Global Inc. (Rockville, MD)
- …Senior Program Manager , you will work closely with Abt's Healthcare Portfolio Vice President and agency-specific Client Account Leads to manage day-to-day ... operations of the portfolio and support execution of key client ...needs and supporting portfolio operations. The Program Manager applies their client and domain-specific knowledge… more
- City National Bank (New York, NY)
- ** PORTFOLIO MANAGER ASSOCIATE** **WHAT IS THE...and inquiries: be able to discuss both economic and client portfolio topics: - Introductory and ongoing ... specified strategy or to provide investment recommendations. + Create and/or review client portfolio review presentations and portfolio risk/return analysis… more
- Truist (Charlotte, NC)
- …finally approved by ultimate risk approval officer. Problem Complexity: Very Complex. Underwriters & Portfolio Manager II or III will be assigned to some of the ... and circumstances and actively manages a Middle Market and CML portfolio . Includes day-to-day client interaction, managing portfolio risk and adheres to all… more
- Truist (Huntsville, AL)
- …is finally approved by ultimate risk approval officer. Problem Complexity: Complex. Portfolio Manager & Underwriter 1s will be responsible for underwriting ... for CCB clients and actively manages a Middle Market or CML portfolio . Includes day-to-day client interaction, managing portfolio risk and adheres to all… more
- City of New York (New York, NY)
- …hire an Administrative Construction Project Manager M3 to be the Deputy Portfolio Manager (PM) overseeing the administration and operation of a significant ... Wastewater Capital Program directorate in Queens, NY. The Deputy Portfolio Manager will support the PM managing...throughout the project lifecycle and must be focused on client service to the operating bureaus. The selected engineer… more
- City of New York (New York, NY)
- …to hire an Administrative Project Manager M3 to be the Deputy Portfolio Manager (PM) overseeing the administration and operation of a significant subset ... quality, schedule, budget, and client service. BEDC seeks...Wastewater Capital Program directorate in Queens, NY. The Deputy Portfolio Manager will support the PM managing… more