- Allied Universal (San Francisco, CA)
- …employee assistance programs, company discounts, perks, and more. Allied Universal is Hiring a Client Portfolio Manager to work in San Francisco, Ca! **Pay ... *Security experience of 2 or more years Allied Universal is currently seeking a Client Portfolio Manager to lead a business segment in a designated region.… more
- BlackRock (San Francisco, CA)
- **About this role** **Systematic Active Equity (SAE) Core PM Portfolio Manager | Associate / VP | San Francisco** Systematic Active Equity (SAE) is the ... central banks, sovereign wealth funds and other institutional investors. We are seeking a portfolio manager to complement our Core PM team. SAE Core PM team… more
- IQVIA (San Francisco, CA)
- ** Manager , Corporate & Portfolio Strategy** **Team Overview** IQVIA Consulting Services has always been a key organization within IQVIA, providing clients with ... insights for our clients in forecasting and modeling. **Role & Responsibilities** As a Manager on the Corporate & Portfolio Strategy team you will be responsible… more
- Wells Fargo (San Francisco, CA)
- **About this role:** Wells Fargo is seeking a Lead Commercial Real Estate Portfolio Manager / Underwriter to manage a group of assigned relationships and ... housing. + Analyze and underwrite new loan opportunities within the assigned portfolio , utilizing market research, internal loan information, client data, and… more
- Allied Universal (San Jose, CA)
- …opportunity in within our Enterprise Accounts division. This Assistant Enterprise Accounts Portfolio Manager will serve as an internal security operations expert ... and will focus on the relationship with a client across multiple states. Moreover, the successful candidate will work with the clients' Corporate Security… more
- BMO Financial Group (San Ramon, CA)
- …support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This ... poor performance. + Establishes cross-selling initiatives to increase penetration with client . + Applies deep expertise in bank products, processes and systems… more
- Compass Group, North America (Dublin, CA)
- …to transform our industry. Come grow with us. We are Canteen. Job Summary: The Manager of Client Services is a strategic and client -facing leadership role ... portfolio . This role is integral to fostering strong client relationships, driving customer satisfaction, and identifying growth opportunities within existing… more
- Jacobs (Oakland, CA)
- …invested in you, your success, and the global community, join us as an Aviation Client Account Manager and Practice Lead based out of Oakland or San Francisco, ... implement an Aviation strategy for California. In this role, you'll drive client outreach strategies and relationship development actions, identify key pursuits and… more
- BlackRock (San Francisco, CA)
- …a responsibility to be the voice of the investor, and we represent each client fairly and equally. Constant communication with a diverse team of partners strengthens ... one of BlackRock's fastest growing areas, you will have the technical and client -facing skillset to work on the complete investment lifecycle - leveraging cutting… more
- T. Rowe Price (San Francisco, CA)
- …is a key strategic priority for the firm. To effectively service this important client segment, the firm has built a global team of Institutional Client ... institutional clients. Role Summary The ICSE will develop and execute client service strategies for complex, multi-mandate, high-visibility client relationships… more
- BlackRock (San Francisco, CA)
- **About this role** **Aladdin Client Engagement, Strategic Relationship Manager , Director** Aladdin(R) is an operating system for investment managers that seeks ... manage money in real time. The Aladdin platform combines risk analytics with portfolio management, trading, compliance, and operations tools on a single platform to… more
- JPMorgan Chase (San Francisco, CA)
- …resource to clients * a Wealth Manager that acts as the day-to-day manager of the client 's investment assets * a Financial Planner for certain clients ... wealth solutions and the right team of advisors to manage the client 's portfolio and serve their wealth needs. + Effectively advance opportunities presented to… more
- Black & Veatch (Walnut Creek, CA)
- ** Client Director - Water Business - Northern California** Date: May 18, 2025 Location: Walnut Creek, CA, US San Jose, CA, US Company: Black & Veatch Family of ... will have the opportunity for business management with priorities on client relationship development in the **Northern California region** , effective positioning… more
- CDM Smith (Concord, CA)
- …activities. * Being responsible of the overall financial performance of projects within a client portfolio . * Being a highly visible advocate of CDM Smith ... CDM Smith has a new opportunity for an experienced Client Service Leader to lead client engagement...Smith Placement Agreement from the CDM Smith Recruitment Center Manager to receive payment for your placement. Verbal or… more
- CDM Smith (San Francisco, CA)
- …Seeking highly qualified professional to lead and expand CDM Smith's existing portfolio with the US Government and State Agencies nationwide. As a full-service ... would be: Maryland, Virginia, or Washington DC** As a Client Service Leader (CSL), you will be responsible for... decision-makers and teaming partners). * Serving as capture manager for proposal efforts to include managing and communicating… more
- BrightView (Livermore, CA)
- …or concerns as needed + Ensure renewals of each account within the assigned client portfolio + Proactively listen to potential site enhancement needs of existing ... for clients. This role builds long-term relationships that fosters client satisfaction and retention, grows the portfolio ...clients + Communicate regularly with the Operations Manager to ensure client needs and expectations… more
- BMO Financial Group (Hayward, CA)
- …+ Achieves results and meets sales targets by acquiring new assets from existing client portfolio and new client acquisition. + Proactively works with ... for what comes next._** A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned...and investment management - required. + In-depth knowledge of client portfolio management. + Technical proficiency gained… more
- CIBC (San Francisco, CA)
- … Manager , you'll focus on growing direct revenue, retaining high-net-worth client relationships, and expanding business within your portfolio . You'll align ... the time of your interview._** **How you'll succeed** + Manage client relationships: Oversee a portfolio to ensure client retention and business growth while… more
- MUFG (Menlo Park, CA)
- …initiating, developing, and enhancing relationships and will seek to expand the bank's client portfolio within the vertical. The position strives to up-tier ... 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for...services, all while ensuring strong credit quality of the portfolio . You will have significant market visibility and will… more
- BMO Financial Group (Palo Alto, CA)
- …+ Produces composite presentations and various performance reports including some portfolio attribution analysis. + Conducts quantitative research to forecast the ... to construct portfolios, conduct research, and monitor portfolios. + Supports day-to-day portfolio management activities. + Focus may be on a business/group. +… more