- Intuit (Goddard, KS)
- …your clients.Additionally, you will play a key role in growing TurboTax's client base within the local community, establishing long-term relationships, and driving ... in-person and through Intuit's state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges.Who You Are:… more
- City National Bank (Orlando, FL)
- …to source new business from existing clients - including growing deposits within client portfolio (including SBA loans).Demonstrated ability to source and close ... deposits and fee income, reducing expenses, maintaining and expanding superior client relations, and consistently meeting or exceeding assigned individual or team… more
- City National Bank (Miami, FL)
- …full compliance with legal and regulatory requirements.Independently grow your portfolio through client referrals, networking, and targeted outreach.Lead ... Banking Relationship Manager, you'll serve as the primary advisor for a portfolio of high-value clients. You'll lead relationship strategy, drive new business… more
- Merck & Co. (Pittsburgh, PA)
- …meaningful and relevant to each individual customer; customizes discussions and client interactions based on understanding of customer's needs.Engage in informed ... channels/challenges.Drive results by appropriately managing the total Virology product portfolio by prioritizing individual opportunities and plan execution through… more
- Merck & Co. (Rahway, NJ)
- …(COE) is responsible and accountable for technical leadership, strategic planning and portfolio execution of key work in support of Centers of Excellence for ... initiatives to guarantee the robustness and compliance of our company's product portfolio across the internal and external networksThe candidate is expected to build… more
- Genscript USA Inc. (Piscataway, NJ)
- …is $80,000 - $100,000, based on experience. Responsibilities: Promote product portfolio in North America and international regions, while working across product ... customer types and analyze effectiveness of territory performances based on client category, promotional activities and help execute improvement plan. Analyze each… more
- Merck & Co. (CA)
- …travel may be required about 25% of the time to support client meetings and ensure comprehensive territory coverage.Territory Coverage:We are hiring multiple Chronic ... ethics.Maintain current product knowledge and certifications for the company's portfolio .Conduct balanced and compliant product sales discussions with health care… more
- Merck & Co. (Rahway, NJ)
- …Business, Business Development, Business Development Marketing, Client Counseling, Confidentiality, Cross-Cultural Awareness, Detail-Oriented, Exercises ... Judgment, Intellectual Property Law, Intellectual Property Management, Intellectual Property Portfolio Management, Legal Research, Legal Strategies, Management Process, Negotiation,… more
- Shimadzu Scientific Instruments (Charlotte, NC)
- …you will be responsible for selling and supporting Shimadzu's Analytical Instrument portfolio . As a trusted advisor, the Field Sales Engineer builds and maintains ... NOT LIMITED TO: Sales & Business Development: Identify and prioritize new client opportunities; manage and grow existing accounts. Develop and execute strategic… more
- City National Bank (Tallahassee, FL)
- …the primary relationship manager, the banker represents the bank in all client interactions and oversees the credit process, including credit underwriting, ... portfolio management, risk identification, and adherence to loan covenants....metrics.Independently expands existing relationships and solicits new business through client referrals and cold-calling efforts to meet or exceed… more
- JobElephant (Amherst, MA)
- …descriptions, internal procedures, organizational charts, job postings, and calendarsProspect Portfolio SupportSchedule donor meetings for the CAO, President, and ... to adapt to shifting priorities, ensuring the highest level of client service and responsiveness.Demonstrated success in achieving performance goals, meeting… more
- City National Bank (Miami, FL)
- …the primary relationship manager, the banker represents the bank in all client interactions and oversees the credit process, including credit underwriting, advanced ... portfolio management, risk identification, and adherence to loan covenants....metrics.Independently expands existing relationships and solicits new business through client referrals and cold-calling efforts to meet or exceed… more
- City National Bank (Tampa, FL)
- …primary relationship manager, the banker represents the bank in all client interactions, overseeing the credit process, including credit underwriting, portfolio ... and compliance with loan covenants. Responsibilities also encompass ongoing portfolio management, collateral monitoring, and ensuring alignment with the bank's… more
- City National Bank (Tampa, FL)
- …efficiency. Involved in the credit process including Credit Underwriting, Portfolio Management and Review, Risk/Credit Grading and Risk Identification and ... management. Portfolio management will include servicing covenant compliance, collateral monitoring....applicable.Independently expands existing relationships and solicits new business through client referrals and cold calling efforts to meet or… more
- Eastern Bank (Boston, MA)
- …certification preferred. + Minimum 12 years of experience in investments in research or client portfolio management position including minimum of 8 years of ... Manages and advises individual client portfolios across global equities and bonds based...Contributes to research process with regard to asset allocation, portfolio construction, risk management, identifying relative value across sectors/regions… more
- Allied Universal (San Antonio, TX)
- …depending on the position and eligibility. **Job Description:** Allied Universal(R) is hiring a Client Portfolio Director. The Client Portfolio Director ... employees and operational activities at all locations associated with their assigned client portfolio . As a leader, you will drive profitable business growth by… more
- Allied Universal (Boston, MA)
- …position and eligibility. **Job Description:** Allied Universal is currently seeking a **Security** ** Client Portfolio Manager** to lead a business segment in a ... designated region. The primary role of the Client Portfolio Manager is to enhance client experiences, build long-term meaningful client relationships,… more
- Nuveen Investments (New York, NY)
- Collateralized Loan Obligation (CLO) Client Portfolio Managers (CPM) plays a vital role in the management and growth of clients in the firm's CLOs and CLO Funds. ... a multi-faceted set of responsibilities. Their key duties include: + Client Engagement: Maintaining relationships with internal institutional and wealth sales… more
- City National Bank (New York, NY)
- * PORTFOLIO MANAGEMENT CLIENT CARE COORDINATOR* WHAT IS THE OPPORTUNITY? Coordinates client and operational support to a Portfolio Management Team to ... deliver exceptional client /business partner experience. Assist the Portfolio Management Team to solve client and...Assist the Portfolio Management Team to solve client and advisor issues as it relates to operational… more
- BlackRock (New York, NY)
- …Responsibilities** Our LDI team is searching for an Associate to focus on Client Portfolio Management and Portfolio Management responsibilities. Your work ... will span analysis, client -oriented responsibilities and portfolio management, to deliver value for our clients. **Responsibilities:** + Engage with existing and… more
