- Bank of America (Atlanta, GA)
- … client relationships and the wider portfolio + Respond to all client and partner phone/email requests in a timely manner and keep stakeholders up-to-date ... directed to the relevant teams accordingly, responding to all client and partner requests in a timely...interpersonal, communication and presentation skills. + Schedule and perform client portfolio reviews, and cross sell Treasury… more
- Astrix Technology (Atlanta, GA)
- ** 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
- Acxiom (Atlanta, GA)
- The Client Partner serves as the primary post-sale point of contact for clients and responsible for their satisfaction. Uses in-depth knowledge of client ... contribute to the generation of revenue proactively and strategically across client portfolio . Possess the skills and knowledge needed to identify, create, and… more
- Abt Global Inc. (Atlanta, GA)
- …sell, and oversee delivery of client centered innovative solutions within the portfolio . This position is strategic partner and trusted advisor to key ... In this multi-faceted role, responsibilities and accountabilities are focused on client engagement, portfolio strategy, sales and revenue growth, project… more
- Truist (Atlanta, GA)
- …relationships and circumstances and actively manages a Middle Market and CML portfolio . Includes day-to-day client interaction, managing portfolio risk ... $500 million to $1 billion or more municipal loan portfolio . In addition to regular client contact,...and the Bank's risk acceptance criteria. Subject Matter Expertise: Partner closely with Investment Banking peers to ensure effective… more
- BlackRock (Atlanta, GA)
- …you to achieve BlackRock's mission to provide superior investment products to our clients. Portfolio managers are relied upon by our partner groups to share ... BlackRock's iShares product line. With a global footprint, strong client orientation and an innovative product range, the fixed...You will be a member of the Municipal Index Portfolio Management team, managing a suite of Municipal ETFs… more
- BlackRock (Atlanta, GA)
- …to deliver One BlackRock to retail advisor practices. **Role Description:** BlackRock Portfolio Design Specialist/C is a Associate/VP eligible role in US Wealth ... model portfolios. + Consult with top advisory teams on improving their portfolio construction process, helping them create new models, improve existing models and… more
- Morgan Stanley (Alpharetta, GA)
- …to work extended hours when necessary. *Primary Responsibilities - Reconciling our client 's portfolio data against custodian cash and positions - Resolving ... Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on… more
- Allied Universal (Atlanta, GA)
- …Service Leader to join the Enterprise Accounts Division. The Enterprise Accounts Portfolio Manager will serve as an internal security operations expert focusing on ... the client relationship management across multiple states. The EAPM will...+ Create and manage to an annual overhead budget. Partner with their customer on their security budget +… more
- Bank of America (Atlanta, GA)
- …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
- Morgan Stanley (Alpharetta, GA)
- …Demonstrates strong leadership and supervisory skills and an extensive knowledge of client portfolio reconciliation processes. - Maintains an excellent knowledge ... Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on… more
- SMX (Atlanta, GA)
- Portfolio Executiveat SMX(View all jobs) (https://www.smxtech.com/careers/) United States **Position Summary** Reporting directly to Creoal Executive Management, the ... Portfolio Executive is first and foremost, a high integrity,...as well as commercial clients. Must understand how to partner and position as sub or prime. + Identify… more
- Truist (Atlanta, GA)
- …of insights, with a specific emphasis on deposit pricing and portfolio optimization. **ESSENTIAL DUTIES AND RESPONSIBILITIES** Following is a summary of ... Specific activities may change from time to time. 1. Partner with senior business leaders to understand business strategy...of projects, information needs, and changing requirements. 5. Measure client interaction in order to improve client … more
- US Bank (Atlanta, GA)
- …business or finance, or equivalent work experience Five or more years of client / partner management experience (in the Payments industry - preferred) **PERSONAL ... with our customers, our communities, and each other. **Job Description** The Partner Management Executive (PM) is responsible for managing relationships with our… more
- BlackRock (Atlanta, GA)
- …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
- Otis Elevator Company (Atlanta, GA)
- …Home Office Remote Location, Remote City, MA, 06032 USA Director, HR Business Partner (HRBP) **Role Overview** **:** We are looking for a highly motivated HR ... leader to provide business partner support for part of United States business units...service or sales-oriented business. + Prior experience supporting a client group >500 employees/>$500M revenue in size in an… more
- CIBC (Atlanta, GA)
- …(https://www.cibc.com/en/about-cibc.html) **What** **you'll** **be doing** As a Talent Acquisition Partner , you'll support our Private Wealth business by developing ... best-in-class talent to help us achieve business goals and deliver an exceptional client and employee experience. You'll provide a superior level of client … more
- BlackRock (Atlanta, GA)
- …clients of the Aladdin (https://www.youtube.com/watch?v=Lzn2Av6QHK4) (R) business, connecting multiple partner teams to deliver a cohesive client experience** ... as identified in KPI metrics** **Identify workflow gaps and areas for synergy across client base and work with partner teams to implement solutions in mass**… more
- Iron Mountain (Atlanta, GA)
- …asset lifecycle management, and fine art storage, handling, and logistics. We proudly partner every day with our 225,000 customers around the world to preserve their ... so, let's start the conversation. The Senior Director, Sales Operations Business Partner is recognized as the leading commercial strategist and business expert. With… more
- Acuity Brands (Conyers, GA)
- …over physical spaces. Atrius is a proud part of the Acuity Brands portfolio , a global industrial technology company serving the world's leading higher education, ... the solution to create sustainable environments. **Job Summary** The Senior Manager of Partner Accounts (Buildings Industry) plays a pivotal role in both the success… more