- 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
- Randstad US (Boston, MA)
- **Randstad, the world's leading partner for talent, is investing in a Portfolio Client Partner for our Randstad Digital specialty.** **The Randstad ... Digital (RD) Portfolio Client Partner will be responsible for leading a high-performing sales team that supports a large portfolio of accounts within a… 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
- 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
- Ensono (Boston, MA)
- …complex IT challenges. + Identify new business opportunities in the existing client portfolio and consult with Sales executives, Consultants, Solution ... Portfolio Specialist is a strategic thinker who will partner with our internal sales team and external clients...working enterprise accounts. + Competency in analytical problem solving, client / partner relationships, network products and… more
- Manulife (Boston, MA)
- …information. + Partner closely with the Director of the PE&C Portfolio Specialist team, and other functional areas (ex. Business Development and Investor ... arise over time. + Collaborate and manage relationships with product development, portfolio management, operations, client service, legal and compliance teams… more
- Morgan Stanley (Boston, MA)
- …comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals ... worldwide.*__* *_Purpose_* Portfolio Analysts are central to the Emerging Market Team,...appropriately implemented across sovereign and corporate strategies; carefully incorporate client guidelines, expectations, and risk levels - Organize and… 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
- 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 ... structured equity portfolios maximizing tax efficiency while tracking an index. Portfolio managers act as investment engineers - creating portfolios using… 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
- 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