- Franklin Templeton (Stamford, CT)
- …target improved after-tax outcomes. For more firm information, please visit www.osam.com Client Portfolio Manager Canvas is a revolutionary Custom Indexing ... personalized, tax-efficient portfolios at scale. We're looking for a Client Portfolio Manager to join our growing...to their clients' needs. You'll serve as a thought partner and strategic resource, applying your knowledge of quantitative… more
- Natixis Investment Managers (San Francisco, CA)
- …tax and risk in a time sensitive environment. Work with traders, operations, and client service to resolve portfolio management issues and enhance processes and ... Description The Associate Portfolio Manager (APM) will work with other members...third-party systems and tools to manage new and existing client accounts, loss harvest, and rebalance accounts. Thoughtfully trade… more
- Hamilton Lane (Conshohocken, PA)
- …analysis, private markets asset allocation, and performance assessment. Engaging with Client Solutions to create portfolio proposals and strategy recommendations ... our team to satisfy the needs of our growing client base. Hamilton Lane is built on collaboration, teamwork...right thing. We invest in our employees, clients and partner relationships, as well as, in the technology and… more
- Bank of America (New York, NY)
- …Prioritization Written Communications Attention to Detail Collateral Management Customer and Client Focus Legal Structures and Legal Forms Portfolio Management ... learn, grow, and make an impact. Join us! Job Description: The Senior Portfolio Management Officer (SPMO) is responsible for the ongoing management and primary… more
- Brighton Health Plan Solutions, LLC (New York, NY)
- …project budgets, delivering against business goals. Builds and maintains strong client and business partner relationships. Contributes to internal initiatives ... program manager with healthcare payer / TPA experience who excels in client interaction and can effectively oversee strategic programs or projects that involve… more
- SouthState Bank (Orlando, FL)
- …Relationship Managers (Commercial with some CRE) providing quality underwriting, sound portfolio management and superior client service. ESSENTIAL FUNCTIONS ... beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are...greater purpose. Your future begins here! SUMMARY/OBJECTIVES The Commercial Portfolio Manager supports the commercial loan and deposit … more
- National University College (Orlando, FL)
- …of National Accounts. Develop and implement client strategies for the assigned client portfolio with timelines and due dates. Schedule client -facing ... The Partner Engagement Manager is responsible for developing strategic...or tailored learning and training opportunities. Prepare and conduct client presentations to key decision-makers within existing and new… more
- Bridgewater Associates (Westport, CT)
- …the experiences of our employees here. You will drive the following responsibilities: Partner with your team's Client Advisor (senior relationship manager) to ... team, defined by the best individuals and the best portfolio of people, operating in an idea meritocracy. In...about Bridgewater's culture on our website here. About the Client Service Department The goal of Client … more
- JPMorgan Chase & Co. (New York, NY)
- …across Marketing, Market & Alternatives Insights, Product Strategy & Development, Portfolio Managers, Investment Specialists, and Client Service. Job ... by delivering private market solutions. The Head of Private Wealth Alternatives (PWA), Client will oversee the PWA client teams, including national accounts and… more
- Farmers National Bank of Canfield (Canfield, OH)
- … reviews, specialized reporting, soft exposure annual reviews, criticized loans, etc. of the Portfolio Partner with the Relationship Manager as the point of a ... Credit Officer in all aspects of assigned relationship management (a defined " Portfolio "), which will include following loans from application to closing, as well… more
- AllianceBernstein Holding LP (Nashville, TN)
- …Managers, Sales, Trading and Operations to deliver against client requirements. Partner with Insurance Ops in portfolio transfers and determine actionable ... insurance clients through working on strategic projects, ad hoc portfolio and asset analysis, and other client ...hoc portfolio and asset analysis, and other client requests. What You'll Do: An APM must ensure… more
- Ascend Analytics (Boulder, CO)
- …and storage penetration. Job Responsibilities Manage project teams and lead client engagements for portfolio management, energy resource valuation, financial ... Managing Director of Portfolio & Risk Management Ascend Analytics is an...You will help clients understand power market dynamics and partner with them to develop strategies for managing financial… more
- PGIM (Newark, NJ)
- …as custom client reports. In addition to reporting the group supports the client portfolio review meeting process, client ad-hoc requests related to ... portfolio information, and client questionnaires. The team works closely with the ...origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected… more
- AECOM (Arlington, VA)
- …experienced Business and Sales Executive for the Federal Intelligence Community (IC) Client Account Management (CAM) role as part of its growth-focused Buildings and ... the Managing Principal in the Washington DC Office. Due to the location of our client base, the selected individual will need to either reside in the Washington DC… more
- Kyndryl (New York, NY)
- …to be fully vaccinated against COVID-19, however, if you are hired to work at a client , customer, or partner location, you may be required to show proof of ... Kyndryl's professional services organization Kyndryl Consult is seeking an experienced Consult Partner with deep industry expertise in the electric and gas utility… more
- Texas Capital Bank (Dallas, TX)
- …equity funds as well as identified technology prospects on a national basis. Client Relationship Management: Manage a portfolio of corporate clients, serving as ... growth by identifying new opportunities and deepening relationships within the existing client base. Product Collaboration: Partner with internal teams to… more
- Citrus County Chronicle (Inverness, FL)
- …About the Role: As an Account Executive, you'll manage and grow a portfolio of local business clients, developing customized marketing solutions using our full suite ... What You'll Do: Identify and pursue new business opportunities Build strong client relationships through consultative sales Achieve and exceed monthly and annual… more
- JPMorgan Chase & Co. (Wheat Ridge, CO)
- …an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion ... the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning… more
- AllianceBernstein Holding LP (New York, NY)
- …relative value. Develop and maintain tools to track and analyze insurance client portfolio strategies. Assist in conducting analysis for thought leadership ... will also work closely with members of the Insurance Portfolio Management team, and Insurance Client Advisors...and Insurance Client Advisors to best achieve client objectives. Additionally, the candidate will partner … more
- Fairview Health Services (Minneapolis, MN)
- …of and experience with healthcare best practices and industry trends in innovation Portfolio Addendum: Serves as a consistent partner to the Portfolio ... team invested in discovery, research, and system thinking, we partner with operational teams to facilitate cross-functional collaboration, resource distribution,… more
