- Nuveen Investments (San Francisco, CA)
- 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
- BMO Financial Group (Los Angeles, CA)
- …a timely manner (as necessary). + Credit Assessment & Risk Management (40%) + Client Performance / Portfolio Management (35%) + Sales Support and Partnership ... principles and in compliance with the Bank's policies and related procedures. Client Performance/ Portfolio Management + Actively manage assigned portfolio… more
- Bank of America (San Diego, CA)
- …matching client needs, drive digital adoption + Schedule and perform client portfolio reviews, be knowledgeable about treasury products and services and ... Focus + Oral Communications + Presentation Skills + Client Solutions Advisory + Critical Thinking + Portfolio... Client Solutions Advisory + Critical Thinking + Portfolio Analysis + Problem Solving + Relationship Building +… more
- City National Bank (Beverly Hills, CA)
- …for new clients and IPS change / reallocation letters when necessary* Assist the Portfolio Management team in solving client and advisor issues as it relates ... Performance and Client Services* Transition / set up new client accounts* Analyze portfolio performance and research outliers* Respond to ad hoc client … more
- Cayuse Holdings (Sacramento, CA)
- …closely with Business Unit and company leadership to voice and advocate internally for client portfolio priorities and for best teams/people to sell and delivery ... **_EMPLOYEE TYPE:_** Full-Time Salary Exempt **_TRAVEL:_** Yes **_RELOCATION:_** No Our client account leaders build, lead, sell and deliver large, complex, programs… more
- Acxiom (Sacramento, CA)
- …Ability to contribute to the generation of revenue proactively and strategically across client portfolio . Possess the skills and knowledge needed to identify, ... business needs to Acxiom products, solutions, and services. + Manages client portfolio revenue and bookings forecasts. + Creates and maintains appropriate,… 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 and business development for water and wastewater municipal… more
- JPMorgan Chase (San Diego County, CA)
- …customized wealth solutions and the right team of advisors to manage the client 's portfolio and serve their wealth needs. + Effectively advance opportunities ... The Client Specialist is a sophisticated wealth expert that...wealth services to best meet the objectives of each client . The Client Specialist provides high level… more
- Acosta Group (Los Angeles, CA)
- …responsible for leading day to day preparation, planning and organization of a client portfolio and their subsequent brand programs. The Junior Account Manager ... planning, execution to measurement. As a Junior Account Manager, Client Services, you will be a central position on...and teams on-track + Develop a deep understanding of client needs, objectives, and challenges in order to provide… more
- BlackRock (San Francisco, CA)
- …track record of managing an assigned territory to help identify, develop, and own client relationships. The model portfolio landscape is one of the fastest ... Model Sales opportunities with a focus on the whole portfolio to deliver the entirety of BlackRock Solutions to...through the presentation of BlackRock & iShares content in client meetings, scaled in-person and digital events. The role… more