- Truist (Dallas, TX)
- …is finally approved by ultimate risk approval officer. Problem Complexity: Complex. Portfolio Manager & Underwriter 1s will be responsible for underwriting ... clients and actively manages a Middle Market or CML portfolio . Includes day-to-day client interaction, managing ...field and at least 3+years of related training and experience in commercial credit analysis. + Mastery level proficiency… more
- Bank of America (Frisco, TX)
- …the client 's investment portfolio including asset allocation, portfolio construction, security/ manager selection, trade execution, risk management and ... Institutional Portfolio Manager III Atlanta, Georgia;Chicago, Illinois;...Listening + Analytical Thinking + Attention to Detail + Client Experience Branding + Valuation Ethics and… more
- Bank of America (Dallas, TX)
- …management or senior portfolio managers. **Job Description:** The Portfolio Manager is the investment quarterback of the client relationship and is ... Portfolio Manager II Dallas, Texas **Job... Portfolio Manager II Dallas, Texas **Job Description:** At Bank...Listening + Analytical Thinking + Attention to Detail + Client Experience Branding + Valuation Ethics and… more
- Truist (Dallas, TX)
- … which may be secured or unsecured in respect to structure. Includes day-to-day client interaction, managing portfolio risk and adheres to all regulatory and ... portfolio by monitoring performance and trends, proactively defining client credit solutions, identifying issues and following through for remediation.… more
- BMO Financial Group (Irving, TX)
- …processes and systems and effectively trouble shooting to ensure a high-quality client experience . + May coordinate closing with closing department, clients ... their career in working with for-profit Healthcare companies across the US. Previous experience in lending to Healthcare companies is not mandatory. This role can be… more
- MetLife (Dallas, TX)
- …existing investments or opportunities. . Support the Equity Strategies Operations Group and Portfolio Manager in special projects related to the expansion of MIM ... Estate's Investment Management platform. . Seek to elevate the client facing reporting and portfolio analytics of...client fee structures for net return. **Essential Business Experience and Technical Skills:** Required: . Ability to work… more
- UMB Bank (Plano, TX)
- …etc., over time that might create a change in their financial service needs. The Portfolio Manager performs as the gateway keeper to new Commercial & Industrial ... loan relationships. They collaborate closely with the Commercial Relationship Manager /Sales Officer to better understand the client ...and existing loan business. Growth is important for the Portfolio Manager , whether it is staying credit… more
- American Heart Association (Dallas, TX)
- …Association has an excellent opportunity for a **National** **Life is Why (TM) Senior Client Services Manager ,** to join our **Life is Why (TM) Consumer ... range, as well as meeting and exceeding strategic account objectives. **_The Senior Client Services Manager for American Heart Association's Life is Why (TM)… more
- JPMorgan Chase (Plano, TX)
- …through innovation & transformation, execute the firm's strategy and modernize the client experience . **Job Responsibilities** + Anticipate and manage work ... our client stay with Chase! As a Client Service Senior Manager within the Commercial...work in a team environment + 6+ years of client facing work experience + Delivering Coaching… more
- Bank of America (Plano, TX)
- Consumer Product Strategy Manager II - Client Protection Phoenix, Arizona;Belfast, Maine; Plano, Texas; Richmond, Virginia; Newark, Delaware; New York, New York; ... new initiatives and processes - Ensure the business is protected, customer experience is optimized and Client Protection's (Fraud) readiness **Required Skills**… more
- WTW (Dallas, TX)
- …complex work accurately, timely and efficiently. Given the size and complexity of our client portfolio , you will have the opportunity to support diverse projects ... within actuarial and other service lines + **Typically serves in other roles** on client teams as well, such as Project Manager , Technical Reviewer, signing… more
- Deloitte (Dallas, TX)
- …our global member firms, as appropriate. + Partner with Asset Strategist and Client Experience Lead to provide world-class delivery solutions, including asset ... Manager role will be responsible for managing day-to-day client delivery needs and expectations. You will work across...analysis of data, as appropriate + Act as project manager for a project portfolio and perform… more
- Synchrony (Frisco, TX)
- …Business initiatives include such items as new product development / transformation, portfolio and business acquisitions / dispositions, and new partners. This role ... the execution of all financial/accounting routines required to support portfolio acquisitions/dispositions during the interim period between purchase/sale &… more
- First Horizon Bank (Plano, TX)
- …needs, and cross-selling products and services. **Key Responsibilities Include** + Maintains a client portfolio for the bank (<$10MM) + Expand existing client ... + Responsible for reviewing closing documents + Responsible for communication with client + Identifies portfolio weaknesses and trends and alerts management… more
- JPMorgan Chase (Fort Worth, TX)
- …complex portfolio ; drives complex contract renegotiations + Develop and implement client & portfolio strategies in line with overall business objectives + ... and often complex product strategies + Keeps management abreast of client developments; prepares portfolio performance summaries for senior management… more
- Deloitte (Dallas, TX)
- …in and/or lead the development of deliverable content that meets the needs of the client and contract. + Use your prior experience to anticipate client ... The Human Capital Offering Portfolio focuses on helping organizations manage and sustain...client expectations. + Minimum of 6 years of experience managing project financials, including monitoring for project issues,… more
- AECOM (Dallas, TX)
- …Combustion Residuals (CCR) Practice in a programmatic leadership role managing projects, a client portfolio , and/or serving as a regional subject matter expert. ... Serve as a project manager or program manager on key client accounts. + Attend...advance this strategic business initiative, including support of existing client relationships and growth of our project portfolio… more
- Marriott (Grapevine, TX)
- …problems and complaints. * Uses personal judgment and expertise to enhance the client experience . * Stays available to solve problems and/or suggest alternatives ... requirements such as lighting, temperature, AV equipment, and room set meet client expectations. **CANDIDATE PROFILE** **Education and Experience ** * High school… more
- Charles Schwab (Westlake, TX)
- …You will have the tools, resources, and support to succeed in a portfolio management environment. Specifically: + Client relationship management software that ... generation, risk mitigation, and liquidity needs. As a **_Senior Manager , Schwab Wealth Advisor_** , you will work with... interactions + Financial Planning software designed for customized client focused portfolio solutions + Access to… more
- JPMorgan Chase (Plano, TX)
- … by building relationships and providing financial advice with a focus on client experience and risk management while deepening existing relationships and ... your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship ...identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio… more