- Franklin Templeton (Broomall, PA)
- …happening around the world. Position Overview: Fiduciary Trust International is hiring a Senior Portfolio Manager to join the team in Radnor, PA (Greater ... equity, fixed income, or funds for a highly customized book of business. Client portfolios may range from balanced...& investment research experience required Experience serving as a Senior Portfolio Manager and Relationship Manager… more
- Chubb (Alpharetta, GA)
- …This position will be charged with growing and underwriting a book of business that consists mainly of Manufacturing, Wholesale Distribution, Professional ... and Cultural Institution Middle Market business. This role involves managing a renewal book and generating new business, with a focus on driving profitable growth… more
- Insurance Office of America (Longwood, FL)
- Job Description: Title: Senior Account Manager - Commercial Lines Remote with some required in-person meeting | Longwood, FL | Book Focus: General, ... position is posted as either fully remote and/or hybrid, in accordance with company policy , individuals residing within a 50-mile radius of a branch location may be… more
- ION Group (Houston, TX)
- …and commodities clients all over the world. Our open roles include the Senior Business Consultant position responsible for contributing to the success of the ... of scripted solutions (reports, plugins, and interfaces) as directed by Product Manager Consult with client users to determine business requirements and work… more
- EPIC Brokers (Houston, TX)
- SUMMARY: The Senior Client Manager /Team Lead works with and supports Producers, Client Advocates, Client Executives and the account team to manage client service ... delivery throughout the insurance renewal and policy period on an assigned book of...large and complex client relationships. This position is a senior , client-facing role responsible for directly supporting Property &… more
- VML (New York, NY)
- …to you within our internal control framework Work with the Accounting Manager to prepare the following: Monthly submission of various financial reporting packages ... work experience. Experience in both accounting operations, (eg, close the books ), and technical accounting, (eg, debits and credits) Experience in public… more
- Housing Authority of the City of Los Angeles, CA (Los Angeles, CA)
- …of the Class: Positions allocable to this classification report to an Accounting Manager . This classification is distinguished from Accounting Manager , which is ... including the annual set up and maintenance of accounting books , the classification of transactions, trail balance, closing and...of the City of Los Angeles' Conflict of Interest Policy , new and existing employees are required to refrain… more
- AssuredPartners (Denver, CO)
- Overview AssuredPartners of Colorado is seeking a Property and Casualty licensed Senior Commercial Lines Account Manager to independently provide comprehensive ... account support on an assigned book of business comprised of middle market clients in Denver, CO! The Senior Account Manager has strong technical skills and… more
- MCCONNELL JONES GROUP (Atlanta, GA)
- …members are required to follow industry leading data and system security practices. Manager Responsibilities Manage the work of staff, senior , and supervisor ... including work-papers, accounting and adjusting entries, bank reconciliations, and client books and records. Prepare and review complex tax planning projections for… more
- Highwire (Charlotte, NC)
- …an exciting and growing business where you can make a real impact. As a Senior Account Executive, B2B Technology & Financial Services , you've worked at an agency or ... press releases, fact sheets, backgrounders, biographies, tour reports, briefing books , contributed articles, speaking opportunity abstracts, pitches, Q&As, company… more
- Snell & Wilmer Staff (Phoenix, AZ)
- … Policy and Privacy Notice for California Residents located at https://www.swlaw.com/legal/privacy- policy . Pricing and Practice Manager : Snell & Wilmer, one ... Privacy Notice for California Residents and our general Privacy Policy . As required by the CCPA, our notice describes...States has an opening for a Pricing and Practice Manager within the Phoenix office. You will serve as… more
- PIMCO (New York, NY)
- …seeking a hybrid role that will combine the expertise of a Portfolio Manager with strong quantitative skills in Optimization to support our Financial Institutions ... quantitative techniques to optimize risk-adjusted returns, both accounting returns (eg, book yield and net interest income optimization) and economic returns (eg,… more
- HUB International Limited (Irving, TX)
- …prepare exposure comparison, premium comparisons, renewal reviews and renewal proposals. As a Senior Account Manager , you will also be expected to provide ... and career satisfaction. ESSENTIAL DUTIES AND RESPONSIBILITIES Manages a book of insurance business, while acting with a high...called on to resolve issues related to billing, make policy changes, respond to policy coverage related… more
- Apex Systems (Durham, NC)
- …procedures, training, initiatives, specifications and recommendations for process or policy changes and improvements, as appropriate. Hiring Requirements Bachelors ... access to certification prep and a library of technical and leadership courses/ books /seminars once you have 6+ months of tenure, and certification discounts and… more
- BOK Financial (Addison, TX)
- …privately owned businesses is at the heart of our organization, and as a Relationship Manager , what you do matters. About the Role You will develop and expand new ... all financial institutions. You can build a successful, long-term career by building your book of business and taking ownership. What You Can Expect You will work… more
- Topel Forman (Denver, CO)
- Job Description We are looking for a Tax Manager for our Denver office, to lead and manage a book of clients including a combination of individuals, entities, ... a smaller organization. You can expect to work directly with clients, senior -level management, and partners with knowledge of various disciplines. A proactive,… more
- Brookfield Asset Management, Inc. (New York, NY)
- …Oaktree Wealth Solutions Brookfield Asset Management, a leading global alternative asset manager , has an exemplary 100+ year history of owning and operating real ... trading, outside business activities, gifts & entertainment requests via ComplySci Policy violation management - investigate and manage potential violations of the… more
- Klaviyo (Boston, MA)
- …and accountability to reach customer goals. Lead and collaborate with senior leadership and multiple departments across complex, cross-functional teams to ensure ... use cases utilizing the Klaviyo platform. Monitor implementation health across your book of business to ensure we are fast-tracking value and setting customers… more
- Dialectic Inc (Kansas City, MO)
- …LegalShield, etc. Healthy Lifestyle Reimbursement Program Generous PTO (Personal Time-Off) policy Eight (8) paid Company-paid Holidays Flex work schedule options ... Designer V Team Lead will report to the Mechanical Department Manager . leadership team. Key Responsibilities include: Manages effectively, delegating tasks,… more
- Gartner, Inc. (Irving, TX)
- …value add relationships with clients, delivering long-term client value, and building their book of business over time. While driven for results, they are also ... these experiences, and some examples include 1:1s with your manager , team meetings, recognition, and upskilling sessions that are...the next role or path, whether it be more senior BD levels, account management paths, or sales leadership.… more
